Economy & Policy Analysis

War, oil and the rupee: Why policy is playing defence, not stimulus

India's policy response to rising oil prices and geopolitical risks remains cautious, prioritising macroeconomic stability over stimulus as inflation pressures and second-order effects begin to emerge

Why India needs to develop concentrated solar thermal power plants

India's solar boom has exposed grid and storage challenges, making it essential to scale up concentrated solar thermal power alongside batteries and pump storage for reliable round-the-clock energy

West Asia war impact managed well, but some concerns remain: Madan Sabnavis

More importantly, the inflation has been kept under control as of now with the government absorbing a large part of the crude oil cost increase.

Datanomics: India-New Zealand FTA to boost trade, mobility, investment

India and New Zealand have signed a free trade agreement to boost trade, investment, and mobility. Though current trade between the two remains limited, the pact is expected to support India's exports

PPP lens shows India as world's third-largest economy in real terms

PPP-based estimates show India as the world's third-largest economy, highlighting how currency distortions mask real purchasing power, domestic demand strength, and global economic influence

Insurance for All by 2047: What India needs to fix to meet the goal

Irdai's 'Insurance for All by 2047' vision aims universal coverage, but falling penetration, rural access gaps and affordability challenges raise questions over achieving the target

Why India still lacks big audit firms despite rapid economic growth

Low audit fees, firm bias, technology gaps and regulatory hurdles continue to limit the scale and competitiveness of India's domestic audit firms

When geopolitics becomes economics: India's moment in a disrupted world

Geoeconomics is no longer a subset of geopolitics; it is fast becoming its primary language

AI, Iran, and capital flows: Warning signs for India's middle class

Job losses, reduced asset values, increased inflation can have many long term impacts on the morale and the social fabric that will be hard to predict

Is India's inflation targeting sufficiently capturing the digital economy?

As digital payments reshape consumption patterns, questions arise over whether India's CPI-based inflation targeting adequately reflects real transaction prices in a rapidly evolving economy

Rethinking energy security: Why digital power infra matters more than ever

As global disruptions expose vulnerabilities in energy systems, digital power infrastructure and smart grids are emerging as critical pillars of energy security for India's rapidly growing economy

How India is emerging as testing ground for agri-based carbon markets

Amazon's $30 million rice carbon credit deal highlights India's role in scaling agriculture-based carbon markets while raising questions on trust, verification, and farmer benefits

Datanomics: India eyes South Korea agreement review as deficit widens

Prime Minister Narendra Modi and South Korean President Lee Jae-myung exchanged several MoUs, with both sides agreeing to deepen cooperation in strategic sectors, including shipbuilding

India's projects economy is going digital, and that changes everything

As India enters a massive infrastructure build-out phase, digital tools, startups and data-driven systems are transforming project execution, improving efficiency and reshaping the construction ecosys

India's liquidity surplus hides deeper funding stress in banking system

Despite a headline liquidity surplus, India's banking system faces tightening funding conditions, rising short-term rates, and persistent external pressures weighing on liquidity

Why India's AI ambitions demand a reset in virtualisation strategy

AI adoption accelerates across sectors, India must rethink virtualisation models to ensure cost efficiency, flexibility, and secure infrastructure capable of supporting scalable and inclusive growth

Datanomics: Rupee weakens, Indian economy slips to sixth-largest

India's GDP in domestic currency terms records a CAGR of 8.56 per cent between 2021 and 2025, reflecting highest economic growth among major economies

From compliance to confidence: A new paradigm for food safety in India

India's food ecosystem is vast, diverse, and rapidly evolving - spanning everything from street vendors and small manufacturers to large-scale food processors and global exporters

Reforms in India: From ease of doing business to ease of trusting systems

Trust is no longer just a matter of perception; it is a hard economic and governance variable

Datanomics: Minorities face disadvantage in India's labour market

India's stable unemployment rate masks sharp disparities, with minorities facing uneven job access, lower participation and higher reliance on informal work