Economy & Policy Analysis

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

Five reasons customer-specific AI will outperform generic models in 2026

As AI reshapes customer-facing decisions, models trained on enterprise data, policies and real interactions are emerging as more relevant, controllable and defensible than generic systems

India-New Zealand FTA: A strategic victory for both the economies

If utilised well, the India-New Zealand FTA will strengthen trade, investments and economic relations between the two countries

Navigating AI adoption under DPDPA: Privacy as cornerstone of trust

India's Digital Personal Data Protection Act is reshaping how organisations design and deploy AI, embedding consent, governance and privacy safeguards as the foundation for trust-driven adoption

Name changer or game changer? MGNREGA replaced with 125-day promise

President Murmu clears the Viksit Bharat Rozgar Act, raising guaranteed rural workdays to 125 and overhauling funding norms, seasonality rules, and budget limits

Tokenising trust: How land reform can meet India's digital ambition

As India pushes for "ease of justice", land tokenisation could reduce disputes, unlock stalled wealth and align legal reform with digital public infrastructure ambitions

Artificial Intelligence: From workforce disruption to innovation engine

AI is already delivering higher productivity, faster decision-making, and better outcomes across industries

Datanomics: Resource crunch remains major concern in Bihar's finances

Weak tax collections in October pushed Bihar's fiscal deficit to three times the FY26 budget estimate in seven months, with pre-poll spending adding pressure

Designing the future: Technology-led innovation for Viksit Bharat

Across sectors-transport, manufacturing, smart cities, water systems, renewable energy-the design technology-led innovation is reshaping how India creates

Why the Indian judiciary needs new tests for economic adjudication

Judicial reforms need institutional reinvention as this is of the highest significance for economic disputes before the courts

Britain's Budget message is: If you invest in the country, we will back you

Indian businesses are in pole position to benefit from measures announced by Chancellor Rachel Reeves