India’s WPI inflation and merchandise trade deficit remained elevated in May as the conflict in West Asia pushed up energy prices. Both are likely to ease if the ceasefire between the US and Iran holds and energy prices remain contained.
Datametricx
istock.com
More than a routine summit, Takaichi's visit underscored converging India-Japan interests on China, security and supply chains, while exposing the limits of deeper strategic alignment.
Ashok K. Kantha
Iran's elaborate entombment ceremony for Ali Khamenei may look like defiance aimed at Trump — it’s really about legitimising his son.
Bobby Ghosh
https://khamenei.ir/
To a great extent, the UP poll will be a contest between Yogi and Akhilesh, with the former, given his clean personal record, holding an advantage over his rival. But the Ayodhya scandal is a tough test even for Yogi.
Rajesh Ramachandran
Istock.com
DGFT, India's main export facilitation agency, has come under criticism from exporters over a circular that could limit their access to officers handling their cases.
Ajay Srivastava
iStock.com
Daily insights on the decisions, signals and risks shaping central-bank policy across the world’s major economies.
BasisPoint Insight
Federal Reserve
India's water crisis did not begin with this year's weak monsoon. It is the result of years of treating water as an abundant resource.
G. Chandrashekhar
MoSPI's statistical reforms extend well beyond GDP rebasing. They are creating a data driven architecture that could fundamentally improve policymaking
Sagari Gupta
Pakistan’s Taliban strategy has become blowback, with the Durand Line dispute, TTP violence and Kabul’s defiance eroding Islamabad’s long-sought Afghan leverage.
Lt Gen Syed Ata Hasnain (Retd)
Via WikiCommons
With crude prices back to pre-war levels, the economic case for rolling back the fuel price hike has strengthened. An immediate rollback would help contain inflation, support household budgets and reinforce confidence in market-linked fuel pricing regime.
Rajesh Mahapatra
The RBI's Financial Stability Report reassures on the surface. Its charts, however, reveal a more complex story of policy, markets and risk.
R. Gurumurthy
Stronger powers dominated traditional battlefields by outspending weaker opponents. But that no longer holds true with precision technology as even a relatively inexpensive armed drone can outsmart sophisticated defence systems costing millions.
Artificial intelligence is reshaping India's job market just as welfare politics becomes increasingly entrenched, bringing Universal Basic Income, once dismissed as politically unviable, back into the spotlight.
Rakesh Khar
Over the last 12 years, Indian Prime Minister Narendra Modi has overseen dizzying progress in economic modernization and state capacity-building, as well as dismaying setbacks on institutional independence and minority inclusion. This record offers important insights into how India will navigate the 21st century.
Shashi Tharoor
PIB
India's rupee and bonds weakened before the US-Iran crisis, signalling investor concern over debt, state deficits and RBI support, not oil alone.
Dr Apoorva Javadekar
IStock.com
Your weekly rundown of significant judicial rulings and legal battles influencing policy, companies, regulation, and governance
As deposits trail credit growth, banks need a sharper balance sheet strategy to manage risk and keep growth sustainable as customer habits shift.
K. Srinivasa Rao
Falling crude prices, stronger capital inflows and RBI measures are easing pressure on the rupee, setting the stage for a more stable USD/INR outlook.
Gaura Sen Gupta
RBI's latest conduct rules now move beyond disclosure to target dark patterns that erode customer choice, trust and market discipline in finance.
Anupam Sonal
Michael Patra is an economist and former RBI Deputy Governor.
Abheek is an Independent Economist and the Former Chief Economist at HDFC Bank.
Ajay Srivastava is the founder of the Global Trade Research Initiative.
Vijay Singh Chauhan, a former IRS official, is a Senior Visiting Fellow at ICPP, Ashoka University
Dhananjay, a D-School alum, is CEO and Co-Head of Equities at Systematix Group.
Kriti is a psychologist specialising in mental health, org behaviour, and brand strategy
Srinath is an author, corporate advisor, and independent director on corporate boards.
Ex-civil servant Chavaly held key Railways, Finance roles; specialises in infra & PPPs
Nilanjan Banik, Professor at Mahindra University, specialises in trade and development economics.
Rahul Ghosh is a banking and risk expert.
Rajesh Mahapatra is the former Editor of The Press Trust of India
Krishnadevan is Editorial Director at BasisPoint Insight.
Chandra advises companies on big-picture narratives on strategy and markets.
Kalyan Ram co-founded Cogencis. He now leads BasisPoint Insight.
Gurumurthy is an ex-central banker who handled markets, and later, financial stability for RBI.
Arvind Mayaram, former Finance Secretary, is Chairman of the Institute of Development Studies, Jaipur.
Vivek Kaul is a writer and an economic commentator.