Category: Indian economy
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The Indian Rupee’s Sharpest Monthly Fall Since 2022: Breaking Down the Drivers and Implications
In July 2025, the Indian rupee fell by approximately 2.09%, marking its steepest single-month drop since September 2022. At month-end, it closed around ₹87.5950 per USD, having slid as low as ₹87.74, before modestly recovering to near ₹87.58 . What Triggered the Steep Decline? 1. Surge in U.S.–India Trade Tensions…
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Indian IT in Transition: Facing the Heat from AI, Global Uncertainty, and Shrinking Demand
India’s IT sector, once the poster child of economic liberalization and global competitiveness, is now at a critical crossroads. The once-consistent trajectory of double-digit growth, vast campus hirings, and global expansions is facing disruption from a perfect storm: global macroeconomic headwinds, declining client IT budgets, disruptive AI technologies, and the…
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Export Challenges from India Amid Shifting Global Realities
India’s journey as a growing export powerhouse is filled with aspirations and achievements, but it is also marked by pressing challenges that continue to evolve alongside the global economic landscape. As the world grapples with geopolitical instability, climate disruptions, economic realignments, and technological shifts, India’s export engine finds itself in…
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India-UK Historic Trade Deal
Overview India and the United Kingdom have signed a landmark Free Trade Agreement (FTA), hailed as the most significant trade deal for both countries in recent years. The agreement was formalized on July 24, 2025, during a meeting between Prime Minister Narendra Modi and UK Prime Minister Keir Starmer in…
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India-US Trade Deal Deadline Extended to July 31: What It Means and What’s at Stake
The long-anticipated trade agreement between India and the United States, originally expected by July 9, has now been extended to July 31, 2025. This extension, while not entirely unexpected, highlights the complexity of ongoing negotiations between the two nations. It also signals the high economic and strategic stakes involved for…
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What India Stands to Lose Without a Trade Deal with the US
As India and the United States approach a critical juncture in bilateral trade negotiations, the stakes have never been higher. A failure to secure a mutually favorable trade treaty could have profound implications for India’s export-driven economy, especially given the rapidly evolving global trade landscape marked by protectionism, supply chain…
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India’s Electrical Equipment and Electronics Industry: A Rising Export Powerhouse
India’s electrical equipment and electronics industry is undergoing a transformation that is both deep and global in its implications. Once dependent on imports to meet domestic demand, India is now emerging as a competitive export hub, aiming to capitalize on geopolitical supply chain realignments and the country’s rising capabilities in…
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Setbacks and Silver Linings: the Recent Challenges in Indian Electronics Manufacturing
India’s ambitions of emerging as a global electronics manufacturing powerhouse have faced critical headwinds in recent months, exposing both structural weaknesses and technological vulnerabilities. Despite consistent growth in exports and substantial policy backing, the recent withdrawals of high-profile semiconductor projects have underlined the steep climb India must make to reach…
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India-US FTA: The Tense Countdown to Tariffs and Trade Choices
As the world watches with bated breath, India and the United States find themselves at the crossroads of a historic trade negotiation. With the July 9, 2025 deadline looming, the prospect of a Free Trade Agreement (FTA) between the two countries—once hailed as a defining feature of a new era…