Economy & Policy Analysis

India on a strong plank to show sustained growth in uncertain times

On the whole, the Survey paints a positive picture for the economy as well as outlook, though cautions more on the external environment

The warehouse next door: Land-use reforms and the 10-minute debate

Indian land-use regulations classify dark stores as warehouses and apply highway-side warehouse rules to local, small-scale urban infrastructure

The 'Mother of all deals' signed: A new dawn for the India-EU partnership

This agreement signifies the commitment of the two largest democracies as champions of open trade amid a rising tide of global protectionism

PRAGATI in Gujarat: Accelerating the growth engine via proactive governance

PRAGATI has functioned not only as a review platform but also as anticipatory governance

GIFT City and the path to global financial leadership in a changing world

As India marks its 77th Republic Day, GIFT City reflects a long-term effort to align democratic governance with global economic ambition

LIC demerger: Why it is not a good idea for India's insurance system

From a macroeconomic perspective, LIC's integrated balance sheet enables counter-cyclical investment, stabilisation of long-term bond markets and long-term infrastructure financing

Budget 2026 can catalyse India's journey towards becoming global data hub

With long-term capex needs, the data centre sector is seeking a stable, predictable tax regime in Budget 2026 to boost investor confidence and position India as a global data hub

Why Assam's rapid growth is more than a low-base effect

An RBI report places Assam as India's fastest-growing state over five years, driven by fiscal discipline, infrastructure spending and administrative reform rather than a low-base rebound

India's insurance reforms mark a fundamental structural advance

The 2025 insurance law amendments removing the FDI cap signal a decisive shift towards capital depth, competition and technology, strengthening India's push for Insurance for All

Singur's lost promise and the case for reviving industrial land value

Singur's industrial promise was undone by flawed land acquisition and a costly return to agriculture. Reviving it through farmer-led industrial parks could restore value and growth

Datanomics: US imposes 25% tariff, worsening Iran's economic stress

As the US slaps fresh tariffs on Iran's trading partners, India faces little fallout - but the move underscores Tehran's deepening economic stress under decades of sanctions

Datanomics: India may not surpass Japan as 4th-largest economy in FY26

India's economy is growing faster than peers, but a weakening rupee may delay its move past Japan to become the world's fourth-largest in dollar terms

FTA: India, EU should find convergence on sustainability chapter, NTBs

The two sides need to move little beyond their defined negotiating stance on investment treaty, subjects like agriculture, digital trade, IPR and ensure conclusion of the much awaited trade agreement

Datanomics: Lower tax buoyancy, not GDP, weighs on Centre's finances

Slower nominal GDP growth in FY26 may not hurt deficit math, but weak tax buoyancy and a slipping tax-to-GDP ratio signal rising stress on revenue collections

Evacuating clean energy efficiently needs resolution of transmission blocks

India's transmission expansion is being tested by curtailment in Rajasthan, raising questions over grid readiness, usable capacity, and whether clean power can reliably reach consumers

Buoyant US growth in recent times: Is US President Donald Trump right?

Registering an annualised rate of real GDP growth of 4.3 per cent in Q3 2025, the US economy appeared to have grown at the fastest pace in roughly two years

Beyond labels: What India needs to do to limit ultra-processed foods

India still has a critical advantage: ultra-processed foods account for a very small share of current diets

India enters 2026: From the snake's caution to the horse's momentum

With liquidity easing, valuations normalising and earnings turning upward, India enters 2026 primed for selective outperformance - led by banks, consumption and smallcaps

Future of wealth management in India lies in human trust powered by AI

Wealth management can no longer be about products alone, it must deliver insight, personalisation, and foresight

The next 1,000 days: A hard look at future of media and journalism

2025 marked an inflection point. AI and rapid platform changes have created what looks like chaos