India’s GDP is growing rapidly, yet real wage growth raises questions about the durability of consumption-led growth. #GDP #wagegrowth Read more »
RBI’s liquidity balancing act is lifting the call rate while adding pressure to a government bond market facing heavy supply. #liquidity #RBI #bondmarket Read more »
The Trump-Xi summit could produce limited trade and AI agreements without resolving deeper US-China strategic disputes. Read more »
Trump’s UN speech exposed a widening gap between American power and the credibility needed to exercise global leadership. #Trump #UN Read more »
The rupee outlook depends on oil, capital flows, reserves and the long-term strength of exports and productivity. #rupee Read more »
The new borrowers’ platform fills a gap in global debt governance, but its borrower-only ambition faces a changing creditor landscape. Read more »
Global gold prices face Fed pressure, but central-bank buying, Asian demand and geopolitical risks are creating a higher long-term floor. #gold #Fed Read more »
India’s China+1 opportunity remains open, but cheap labour alone cannot deliver factories, supply chains and export competitiveness. #India #China Read more »
Fresh US tariffs threat exposes India’s dependence on the American market and the limits of export diversification. #US #tariffs #Exports Read more »
Generative AI makes conventional university assessment less reliable, and India needs stronger ways to verify learning without deepening inequality. #GenerativeAI #Degree Read more »