GST 3.0

GST 3.0 should be about stability, not another rate reset

The GST 3.0 should shift from rate rationalisation to predictable rules, faster refunds, better ITC and proportionate enforcement. #GST Read more »
India’s semiconductor industry

India’s semiconductor industry needs more than money

India’s semiconductor industry has money and policy support, but the challenge is to build manufacturing expertise and institutional knowledge. #semiconductor Read more »
Uppada coastal protection

Uppada coastal protection needs an economic strategy

Uppada’s ₹323 crore coastal protection project should be linked to fisheries, handloom, women’s enterprises and local economic growth. #Uppada Read more »
AI boom

AI boom could make global capital costlier for India

The AI boom is increasing demand for capital as global public debt remains high, and India may face tougher competition for savings. #AI #globalcapital Read more »
US interest rates, Rupee

US interest rates are testing RBI’s rupee stance

US interest rates are testing India’s exchange-rate policy, and a more flexible rupee could reduce pressure on reserves and domestic rates. #Fed #interestrates Read more »
tree finance

India’s tree finance must go beyond plantations

India’s tree finance economy can grow if public and private finance rewards tree survival, growth, market access and measurable ecological outcomes. #treefinance Read more »
competition-friendly economy

Only a competition-friendly economy can sustain growth

India cannot rely on investment incentives alone -- a competition-friendly economy and state capacity are vital for durable growth. #investment #business #ecoomy Read more »
India's retirement savings

India’s retirement savings face a new demographic test

India’s households are moving towards equities and mutual funds, but financialisation does not automatically create adequate retirement savings. #investment #savings #retirement Read more »
Indian universities

Indian universities need institutional memory

Indian universities produce more research, but need stronger systems to preserve knowledge and build research capacity across generations. Read more »
electronic gold receipts (EGRs)

Gold formalisation should not become a case for more gold

India's EGR push can formalise household gold, but policy should favour recycling existing stocks over encouraging fresh imports. Read more »