India’s economic growth has entered the second half of FY2026-27 with a strong growth number but a more complicated economic environment. Real GDP grew 7.8% in the April-June 2026 quarter, considerably stronger than many expectations....
RBI Governor Sanjay Malhotra has scrapped the Investment Fluctuation Reserve (IFR), a move that allows greater flexibility in use of accumulated buffers. Prior to this prudential reform, banks were mandated to park a portion of...
The rupee remains under pressure, crude oil is highly volatile around $100, global monetary conditions have tightened, the monsoon has fallen short and foreign investors remain cautious. The real challenge is how these pressures interact....
India’s 7.8% real GDP growth in the first quarter of 2026-27 is an undeniably strong number. It was also a surprise, coming above most forecasts. Yet almost immediately, the number became the subject of an...
Digital platforms are creating new jobs and income opportunities at remarkable speed. The larger question is whether they are also creating better livelihoods. When Rajesh, a fresh B.Com graduate from Indore, enters the workforce, he...
The New Delhi Declaration reveals both the possibilities and the limits of a changing world order—and the extraordinary balancing act India must perform within it. There are moments in international diplomacy when what is not...
This headline is impressive. What lies beneath it? Real GDP grew 7.8% in April–June 2026 over the corresponding quarter of the previous year. Nominal GDP grew by 10.3%. Real GVA grew by 8.2%, while manufacturing expanded by 9.2%...
The sharpest gold correction in months is exposing a deeper change in the global reserve system. Gold as suddenly lost some of its shine. Over the three trading sessions ending September 2, gold futures had...
India’s economy continues to present an encouraging picture. Growth is around 7 per cent, infrastructure investment remains strong, consumption is holding up, digital payments are booming and government revenues remain reasonably buoyant. Yet there is...
A nation’s greatest resource is not the number of its people, but the opportunities it creates for them. Maximizing demographic potential requires generating meaningful economic opportunities for youth. Every Train Carries More Than Passengers As...
Few industries illustrate India’s economic transformation better than the automobile sector. In less than a decade, manufacturers have had to prepare simultaneously for electric vehicles, flex-fuel technologies, higher ethanol-blending targets, stricter emission standards, connected mobility,...
The Scale of the Appetite : India is now the world’s third-largest oil consumer, burning through approximately 5.99 million barrels of petroleum per day a figure that continues to climb even as the global energy...