India's GDP data

India’s GDP data debate goes beyond the headline

India's GDP growth at 7.8% is backed by investment and industry, but revisions and deflators require fuller disclosure. #GDP #economy Read more »
India GDP growth

India GDP growth: Private capex is the real test

India GDP growth at 7.8% is strong, but private investment, jobs, inflation and the West Asia shock will determine whether it lasts. #GDP #Economy Read more »
India’s GDP growth data

India’s GDP growth data still face a trust deficit

India’s GDP growth data under the new series update the economic record, but clearer methods and revision data are needed to restore confidence. #GDP #economy Read more »
global imbalances

Global imbalances expose the limits of industrial policy

Tariffs and subsidies may serve domestic politics, but they cannot correct the savings and investment gaps behind global imbalances. #tariffs #investment #trade Read more »
India growth strategy

India growth strategy: From resilience to indispensability

India growth strategy is no longer about protection versus liberalisation, but how to build capabilities that make the economy globally indispensable. #growth #economy 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 »
below-normal monsoon

Below-normal monsoon may unsettle India’s rural recovery

A below-normal monsoon may hurt rural demand, raise food inflation and complicate monetary policy. #monsoon #rural #economy Read more »
real economy

Real economy, hidden behind the numbers

Do our metrics fully quantify the real economy, and the costs that shape everyday decisions and national competitiveness? #economy Read more »
india tariff policy paradox

The world India must budget for

As India looks ahead to its next Union Budget on February 1, global factors are shaping the broader context which its economy. Read more »
Budget 2026

Budget 2026: The fiscal arithmetic is getting harder

Budget 2026 will test whether policymakers read calm as comfort or as a warning to course-correct. #Budget2026 Read more »