higher education

India’s higher education ambitions hinge on states

Without state-level reforms, India’s higher education ambitions will remain a pipe dream. #highereducation Read more »
Mexico's tariff hike, India trade

Mexico’s tariff hike exposes India’s trade vulnerability

Mexico’s tariff hike is a reminder that predictable free trade is fading, forcing India to rely on strategy, not sentiment. #Mexico #trade Read more »
MGNREGA reform

MGNREGA reform risks weakening rural India’s last safety net

The proposed MGNREGA reforms expand the promise of work, but by weakening payment certainty and legal enforceability, it risks hollowing out India’s most reliable rural stabiliser. #MGNREGA Read more »
India public debt

Public debt glide path looks credible, but fiscal discipline key

India can bring down its public debt ratio, but sustaining fiscal credibility will require firmer anchors, cleaner balance sheets, and growth with equity. #publicdebt #GDP Read more »
India's GCC revolution

Why GCCs are India’s biggest global opportunity

The GCC boom is real, but policy gaps threaten India's global leadership opportunity. Read more »
microfinance sector

A microfinance reset may be painful — but necessary

India’s microfinance sector is correcting past excesses, but shrinking loan books, stressed household cash flows, and cautious lenders now threaten to turn a reset into exclusion. #MFI #microfinance Read more »
India November exports

November exports surge is real — and still precarious

India’s November exports rebound reflects genuine competitiveness, but its durability will depend on policy plumbing, logistics reform, and MSME survival. #exports #trade Read more »
Nvidia chip exports to China

Nvidia chip exports to China risk US tech decline

Washington’s approval of Nvidia chip exports to China exposes deep flaws in America's AI containment strategy. Read more »
insurance FDI

Insurance FDI reform opens doors — but it won’t flood the market

Raising insurance FDI limits may improve capital and governance, but without fixing distribution and regulation, India’s penetration problem will persist. #FDI #insurance Read more »
nuclear policy

Nuclear policy needs realism, not grand targets

India's nuclear policy must temper ambition with execution capacity and energy economics. #nuclear #SHANTIBill Read more »