smartphone PLI

Smartphone PLI must now move beyond assembly

India’s smartphone PLI delivered export growth, but domestic value addition stayed shallow, and the next phase must reward localisation. #PLI Read more »
political debate

India’s political debate is drifting away from its priorities

India has built state capacity at scale, but its political debate is drifting away from jobs, education, healthcare and judicial reform. #politicaldebate Read more »
The AI Impact Summit 2026

AI Impact Summit 2026 puts deployment ahead of slogans

The AI Impact Summit 2026 gave India visibility and a sovereign AI pitch, but the harder task is deployment across language, compute, jobs, and governance. Read more »
iran conflict global economy

Iran conflict will accelerate the global shift away from oil

The market panic over Iran conflict is understandable, but the bigger story is the rising cost of dependence on oil chokepoints and concentrated energy supplies. Read more »
Economic impact of Iran conflict

Iran conflict could trigger a global energy shock

The Iran conflict is no longer just a security crisis, it could disrupt energy flows and shake the world economy. Read more »
India’s ageing population

India’s ageing population demands a universal pension plan

India’s ageing population is rising steadily, but pension coverage remains shallow in a labour market where informal work still dominates. Read more »
REBUILDING US manufacturing capability

US manufacturing: Why Trump tariffs and protectionism may misfire

Trump’s tariffs may raise barriers, but they cannot rebuild US manufacturing capability, skills, and supplier ecosystems. Read more »
India’s GDP series, GDP base year reset

GDP base year reset to 2022-23: What changes, what doesn’t

As India’s GDP base year resets to 2022-23, here’s what changes in deflators, data sources, and interpretation. #GDP Read more »
diarrhoea and India’s child malnutrition crisis

Floods, diarrhoea and India’s child malnutrition crisis

Floods contaminate water, diarrhoea follows, and malnutrition turns deadly, but India’s response still treats these as separate. #malnutrition Read more »
caste census 2027

The caste census debate is really about citizenship

India’s caste census debate reveals a constitutional tension: measuring inequality without hardening caste identity in public life. Read more »