Category: Indian economy
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PLI 2.0 and the Next Battle for India’s Manufacturing Future
For nearly three decades, India’s economic story has been shaped by a paradox. The country emerged as a global leader in software, digital services, and knowledge industries, yet remained heavily dependent on imported electronics, semiconductors, display units, sensors, batteries, and other critical manufacturing components. Every smartphone assembled in India often…
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India–Canada Trade Reset and the Illusion of Easy Globalisation
The renewed attempt by India and Canada to conclude a trade agreement before the end of the year reflects far more than a normal Free Trade Agreement negotiation. It reflects the changing psychology of the global economy itself. Countries are no longer entering trade partnerships merely for tariff reduction. They…
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Currency Wars and the New Geopolitical Economy
For decades, currencies were treated largely as economic instruments linked to trade balances, inflation control, and monetary stability. Today, currencies are slowly transforming into geopolitical weapons. Exchange rates are no longer merely numbers decided by markets or central banks. They are becoming instruments of strategic influence, economic pressure, export competitiveness,…
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India–UAE Economic Partnership: Opportunity or Strategic Dependency? The India–United Arab Emirates economic relationship is entering a new phase where trade is no longer only about oil, gold, or remittances. It is now moving toward strategic investments, logistics corridors, ports, digital infrastructure, food systems, energy transition, and sovereign wealth participation. At…
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Banking Expansion or Systemic Risk? The Hidden Questions Behind India’s Push for Rural and Informal Sector Lending
India’s banking system is once again being asked to play the role of economic rescuer. The recent direction to Public Sector Banks to prepare scalable lighthouse initiatives for rural lending and informal sector financing appears positive on the surface because agriculture, small enterprises, street vendors, artisans, and rural entrepreneurs continue…
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Energy Security or Strategic Dependency
The India-UAE energy agreement is being projected as a visionary geopolitical breakthrough, but beneath the optimism lies a far more uncomfortable reality. The agreement reflects not merely cooperation but India’s growing structural anxiety about its own energy insecurity. The larger question remains unanswered: why is a country aspiring to become…
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India and the Fear of Recession in 2026
The discussion around whether India is moving towards a recession in 2026 reflects a deeper anxiety about the changing global economic order rather than an immediate collapse of the Indian economy itself. Historically, India has faced multiple moments where fears of economic slowdown created psychological uncertainty among businesses, investors, and…
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The Strange Moment When Global Markets Rise but India Slows Down
For many Indians watching television or checking stock apps every evening, the current situation feels confusing. American markets are touching new highs, some European and Asian indices are recovering, technology stocks globally are attracting fresh investment, and optimism around artificial intelligence and energy transition is pushing capital into many economies.…
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Cheap Labour or Ecosystem: What Is Really Driving the Shift of IT Majors from China to India
For nearly three decades, the global business community looked at India mainly as a destination for low-cost talent. The image was simple. Cheap engineers, English-speaking graduates, back-office support, call centres, coding support, and outsourced software maintenance. China, meanwhile, became the world’s factory with unmatched infrastructure, manufacturing ecosystems, and execution speed.…
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