Page 4 - Economy & Policy Analysis
India must put policy first, politics later to realise its AI Ambition
The country must institutionalise the technology with the sobriety that once anchored Aadhaar and implementation of GST
 "India must put policy first, politics later to realise its AI Ambition")
Urea shortage: Supplies in Jun-July exceeded states' requirement, sales
Despite images of farmers standing in line for urea, data shows that supplies to most states were more than both their requests and sales; shortages grew out of sudden demand due to increase in sowing
 "Urea shortage: Supplies in Jun-July exceeded states' requirement, sales")
Green energy push: Driving India's economic and geopolitical future
India can position itself as the world's renewable powerhouse and green fuel exporter
 "Green energy push: Driving India's economic and geopolitical future")
India's informal workforce moves towards formalisation, shows govt data
It stated that the EPFO recorded 139.78 lakh net new subscribers in FY25, its highest ever, which is over double the 61 lakh enrolments seen in FY19
 "India's informal workforce moves towards formalisation, shows govt data")
Statsguru: Jobs in India to face the heat as 50% US tariffs hit exports
With 50% US tariffs hitting labour-intensive exports like textiles, leather, and gems, millions of Indian jobs and industrial credit flows face mounting risks
 "Statsguru: Jobs in India to face the heat as 50% US tariffs hit exports")
From automobiles to agriculture, EY analysis on impact of GST rate change
Relief from long-pending disputes around GST rates on auto components with a single GST slab of 18%
 "From automobiles to agriculture, EY analysis on impact of GST rate change")
GST rate cut may ease CPI inflation by 25bps; 40bps dent on fiscal deficit
Here's how analysts leading brokerages assess the impact of the GST rate rejig on the Indian economy, bond markets and the possibility of an aggressive interest rate cut by the Reserve Bank of India
 "GST rate cut may ease CPI inflation by 25bps; 40bps dent on fiscal deficit")
From boon to bane: How monsoon 2025 is turning into a nightmare for many
Above-normal monsoon this year has seen surge in kharif planting, driving up fertiliser demand, but heavy rains in northern states have also ruined standing crops, while floods have killed hundreds
 "From boon to bane: How monsoon 2025 is turning into a nightmare for many")
The good and simple tax? All eyes on GST Council's two high-rate slabs
This article visually summarises, in two tables, how not-simple the GST is, which leads to serious but under-recognised problems of arbitrary and coercive implementation
 "The good and simple tax? All eyes on GST Council's two high-rate slabs")
Revenue deficit, capital spends: Key takeaways from 15th finance commission
The 15th FC had recommended a sizeable Rs. 2.9 trillion as revenue deficit grants (RDG) to a select number of states for FY2022-FY2026
 "Revenue deficit, capital spends: Key takeaways from 15th finance commission")
Headline inflation should continue to be the target, says BS poll
Economists back headline CPI as India's inflation target, stressing food's heavy weight in consumption and urging RBI to retain the 4% benchmark with the current tolerance band
 "Headline inflation should continue to be the target, says BS poll")
Weighed down by 50% US levy, Indian exporters recalibrate strategy
Vinod Kumar, president of the India SME Forum, said outreach to about 100,000 members has drawn 1,035 responses, with entrepreneurs already mapping ways to cope with the tariffs
 "Weighed down by 50% US levy, Indian exporters recalibrate strategy")
Statsguru: Deflators likely to offset corporate results' impact on GDP
Deflators may offset corporate results' impact on GDP
 "Statsguru: Deflators likely to offset corporate results' impact on GDP")
What the revision of 3-decade-old inflation index may mean for rural wages
What the revision of a three-decade-old inflation index may mean for rural wages
 "What the revision of 3-decade-old inflation index may mean for rural wages")
India shifts focus to EU as US tariffs stall bilateral trade negotiations
With US tariffs squeezing exports and trade talks stalled, India banks on the UK FTA to push forward EU negotiations, covering autos, wines, procurement and digital trade
 "India shifts focus to EU as US tariffs stall bilateral trade negotiations")
Centenary of 'Father of Green Revolution' who worried about its future
MS Swaminathan's contributions extend far beyond the Green Revolution
 "Centenary of 'Father of Green Revolution' who worried about its future")
What the revision of a 30-year-old inflation index means for rural wages
Shifting the base year for two critical inflation indices is important as they determine minimum wages for agriculture and rural workers, and could also affect payments under the MGNREGA jobs programm
 "What the revision of a 30-year-old inflation index means for rural wages")
Pests, viral diseases threaten standing kharif crops, push up chemicals use
An increase in monsoon activity and resultant humidity has seen a significant proliferation of pests and viruses across states and crops, leading to greater application of chemicals
 "Pests, viral diseases threaten standing kharif crops, push up chemicals use")
Trump-Putin Alaska meet: When spectacle meets discipline in brand politics
When Donald Trump and Vladimir Putin met in Anchorage on August 15, the world expected diplomacy. What it got instead was brand theatre
 "Trump-Putin Alaska meet: When spectacle meets discipline in brand politics")
Rajasthan rides the crest of renewable energy wave, attracts investments
The state emerges as the top destination for new investment projects in Q1FY26, displacing the more advanced states of Maharashtra and Gujarat
 "Rajasthan rides the crest of renewable energy wave, attracts investments")
