Hormuz disruption

Hormuz disruption and the rising risk to sea trade

The Hormuz disruption that followed the Iran war shows how fragile global trade is when chokepoints are weaponised. Read more »
IBC delays

IBC delays deepen as liquidation and litigation reshape outcomes

IBC delays now extend beyond liquidation and litigation timelines, affecting recoveries and resolution outcomes. #IBC Read more »
delimitation

Delimitation math behind Lok Sabha expansion falls short

The delimitation plan that entails a 50% Lok Sabha expansion could worsen representation disparities across states. #LokSabha #delimitation Read more »
unemployment

Unemployment problem runs deeper than the headline rate

India’s labour market shows a deeper issue as unemployment and job quality issues remain despite high growth. #unemployment Read more »
rupee, RBI

RBI curbs test the rupee internationalisation push

RBI’s foreign exchange curbs stabilise the rupee, but raise questions on market openness and long-term policy credibility. #RBI #rupee Read more »
supply chains

From supply chains to systems: India’s path to global influence

Economic power is increasingly shaped by integrated systems of supply chains, institutions, and networks and India’s long term advantage will rest on aligning these layers into a globally embedded architecture. #economy Read more »
renewable energy output

India’s renewable energy push hides distributional costs

India’s renewable energy surge masks land, labour and equity costs that policy has yet to address. Read more »
Section 301 probe

US Section 301 probe misreads India’s manufacturing push

Section 301 probe on India's manufacturing capacity lacks evidence of harm to US industry. #Section301 #US #exports Read more »
AT1 bond

AT1 bonds return to haunt India’s banking system

The Credit Suisse AT1 bond episode shows how weak disclosure and poor suitability checks can hurt investors. #AT1bond #banking Read more »
Corporate governance challenges

Corporate governance and sustainability need individual commitment

Corporate governance fails when incentives reward evasion and make honesty harder for firms and managers. Read more »