Core sector growth

Core sector growth rests on ore, power and public works

India’s rebased core sector index rose to 5% in June as iron ore and electricity offset falling oil, gas, refinery and fertiliser output. #coresector #IIP Read more »
EPFO needs investment

EPFO needs investment skills to match its financial weight

Different liabilities under EPFO’s provident fund, pension and insurance schemes require different investment strategies. #EPFO Read more »
Cash transfers to women

Cash transfers to women are working; it’s time to take them up a notch

As cash transfers to women become permanent in state budgets, the focus must shift from political appeal to measurable economic empowerment. #cashtransfers Read more »
bank boards

RBI frees bank boards from the compliance treadmill

RBI’s bank board rules cut routine work but leave directors answerable for strategy, technology and risk. #RBI #board Read more »
nuclear power reactor

India’s nuclear power ambitions confront the limits of execution

India needs licensed nuclear power reactor designs, firm orders and credible costs to turn its 100 GW target into generating capacity. Read more »
Russian oil imports

Dependence on Russian oil imports carries a US trade cost

Russian oil imports comprised more than half of India’s June crude imports, leaving New Delhi exposed to renewed US tariff threat. #Russia #oil Read more »
Delhi air pollution plan

Delhi air pollution plan may still fall short

Delhi air pollution plan 2026 acts before GRAP, but weak PUCC checks, dust control and regional coordination could blunt its impact. #Airpollution #GRAP Read more »
AAY ration reform

AAY ration reform looks to keep the cap, cut entitlement

AAY ration reform and food subsidy costs scrutiny is welcome, but smaller AAY families should not pay for the failures in procurement, storage and targeting. #AAY #foodsubsidy Read more »
India’s import substitution plan

India’s import substitution plan needs export discipline

India’s $189 billion import substitution plan can work only if domestic value addition, supplier depth and exports rise with production. #imports #exports Read more »
human knowledge AI regulation

AI needs a knowledge dividend for the human work it uses

AI rules cover safety and copyright, but not the financing of the knowledge system that trains commercial models. Read more »