The conflict has merely reduced the immediate political cost of doing what MBZ has wanted to for many years.
Bobby Ghosh
iStock.com
A famous monetary policy principle holds that central banks should act cautiously amid uncertainty. Modern theory worries that excessive caution may itself become the bigger risk.
BasisPoint Insight
MGNREGA’s repeal marks a shift from demand-driven work guarantee to fixed-budget rural support, raising concerns over funding, access and worker security.
Sharmila Kantha
istock.com
As private credit swells into a multi-trillion-dollar market, regulators may be underestimating the systemic risks lurking beneath its opaque structure.
Rahul Ghosh
Istock.com
Petrol and diesel prices rose again after last week’s hike as OMCs continued passing on higher global crude and freight costs to consumers.
Your weekly rundown of significant judicial rulings and legal battles influencing policy, companies, regulation, and governance
India’s growing gas pipeline network may not eliminate import dependence, but it could soften future energy shocks in an increasingly unstable world.
Sujit Kumar*
Xi invoked Thucydides in Beijing. India, meanwhile, is discovering that the real trap isn’t geopolitical. It’s structural, and it’s already sprung.
Phynix
White House
Under the India-UAE CEPA, which came into force on May 1, 2022, India agreed to gradually reduce tariffs on silver imports from the UAE from 10% to zero over a ten-year period ending in 2031.
Ajay Srivastava
As the global economy changes shape, India may benefit from an independent economic rethink led by a credible outsider with institutional gravitas.
Kalyan Ram
India’s expanding strategic embrace of the UAE signals a deeper security role in West Asia, even as New Delhi attempts to preserve its delicate balancing act with Iran.
Rajesh Ramachandran
Twitter/@narendramodi
WPI inflation soared in April, reflecting the impact of the war in West Asia on prices. CPI inflation, however, remains well below as the government has allowed only limited pass-through of price increases.
Datametricx
istocks/imaginima
India’s inflation shock is deepening even before fuel, food and currency pressures fully transmit through the economy.
Dhananjay Sinha
India’s fuel price hike may push 2026-2027 inflation above RBI estimates, with economists warning of broader spillovers across sectors.
A weakening rupee, volatile capital flows and policy mixed signals are reviving questions over India’s external resilience amid a fresh oil-driven macro shock.
Smita Roy Trivedi
Abhiman Das
Rising oil prices, ethanol demand and tightening sugar balances suggest India’s latest export ban may reflect fuel-security concerns as much as food inflation worries.
G. Chandrashekhar
Coal gasification may buy India energy security for a decade, but the long-term bill could arrive in the form of water stress, stranded assets and climate costs.
Sharmila Chavaly
A planet drowning in water yet dying of thirst. India stands on the front lines of a crisis that threatens food, cities, and survival.
Michael Debabrata Patra
Michael Patra is an economist and former RBI Deputy Governor.
Arun is a seasoned writer on economic and policy matters.
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.