cooperative banks

Cooperative banks: RBI must fix structure, not issue licences

India’s cooperative banks matter for inclusion, but their governance and capital design clash with modern prudential regulation. #cooperativebanks #financialinclusion Read more »
India-US trade

India-US trade framework: The coercion behind concessions

India-US trade framework cuts tariffs, but links relief to oil choices, purchases and monitoring — raising costs and sovereignty risks. #India #US #trade Read more »
aviation sector

Duopoly in aviation sector cannot be fixed by CCI action alone

Two airlines dominate India’s aviation sector, but aircraft supply and regulatory coordination now reinforce that dominance. #aviation Read more »
CSR spending on environment

From CSR to constitutional duty to pay the cost of environmental neglect

The Supreme Court has ruled that CSR spending in environmental responsibility is not corporate charity but a constitutional duty. Read more »
data centres

India’s data centre ambitions hinge on availability of water, power

Data centres are now treated as core infrastructure, signalling a shift in India’s digital policy, but water stress and power constraints may determine its success. #datacentre Read more »
India must regulate promoter power

India must regulate promoter power, not just retail volatility

As household capital floods markets, India must regulate promoter power and step up investor protection. Read more »
Budget 2026

Budget 2026: India needs urban governance, not big transport assets

Budget 2026 bets on metros and rail, but economic productivity depends on urban governance, mobility, road-space reform, and operating capacity. #Budget2026 Read more »
The US-India tariff deal

US-India tariff deal: What it means for Indian economy

The US-India tariff deal locks in asymmetries that will shape exports, energy security, and India’s balance of payments. Read more »
Medical device manufacturing

Medical device manufacturing runs into structural limits

India’s medical device manufacturing strategy is colliding with gaps in regulation, testing, and high-risk manufacturing, and PLI cannot bridge these alone. #PLI #medicaldevices Read more »
RoDTEP scheme allocation cut by 45%

RoDTEP scheme after Budget 2026: Fiscal tightening, strategic risks

Budget 2026 has cut RoDTEP scheme allocation by 45% to ₹10,000 crore, signalling a shift in India’s export support strategy. Read more »