Ajay Shah

Inflation targeting plus floating exchange rate plus open capital account

Indian IT firms are not uniform entities. Specialised companies, such as Persistent or KPIT, have constructed moats based on deep domain knowledge and long-standing customer relationships

Amid political criticism, the India-US trade pact highlights how lower tariffs and deeper reforms could lift productivity and growth, if intent turns into binding change

And bigger problems await from policy bottlenecks that the Budget has left untouched

High private investment requires sound tax policy and the rule of law

While factories faced headwinds, Indian finance gained ground in the eyes of global strategic capital

A market-based price system is key to managing renewable energy, AI-driven demand and grid stability, replacing outdated central planning in modern electricity systems

CBAM to penalise polluting exporters; India should push for deep EU trade pact and simpler carbon tax over complex cap-and-trade

Despite weak listing gains and rising anger among retail investors, long-term data shows the IPO pipeline is healthier than ever, and heavy-handed regulation would do more harm than good

To understand the impact of any shock, we must first measure the system correctly. Aggregate export figures have noisy components

As the US dismantles its basic research engine, it creates a global crisis and a singular opportunity for India

Amid US-China trade tensions and economic vulnerabilities, India must seize the "China +1" opportunity, deepen reforms, secure FTAs, and globalise its firms for long-term growth

We are losing touch with the soul of the indirect tax

The debate is being framed incorrectly as a tradeoff between speculation and investor protection

With American President Donald Trump's tantrums, some in India are ready to rethink the China relationship

The call for a single rate correctly identifies this multiplicity as a central problem

State action overhaul: Three policy suggestions

With seas rising and drainage failing, Mumbai's property market is heading for a climate reckoning that few investors or policymakers are truly prepared for

The Chinese elite has traditionally had a lofty disdain for India. You could argue that being five times bigger is a vast degree of superiority

By doing this, we sign on to the interests of the regime. There is a small matter of the interests of the people