Category: Indian economy
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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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The Cost of Missing Vision, Strategy and Policy in Indian Economic Development
India has often achieved growth despite policy complexity, institutional fragmentation, and strategic inconsistency rather than because of a fully aligned long-term economic vision. The country has repeatedly demonstrated entrepreneurial energy, demographic strength, and technological adaptability, yet many opportunities have either arrived late, remained incomplete, or failed to scale due to…
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India’s Tax Maze and the Growing Global Discomfort with Investing in India
For decades India was presented to the world as a land of demographic strength, entrepreneurship, democracy, and long-term growth potential. From the economic reforms of 1991 onwards, foreign investors slowly began to see India as a serious alternative to many emerging markets. Global fund managers travelled across continents explaining the…
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Will Southern India One Day Contribute 50 Percent of India’s GDP
India is gradually witnessing the emergence of a new economic geography where growth is increasingly concentrating in a few high-productivity regions. Among these, the southern states of Telangana, Karnataka, Tamil Nadu, and Kerala are becoming central pillars of India’s economic transformation. Together, these states currently contribute nearly one-fourth of India’s…
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Aviation and the New Geography of Economic Power
The aviation sector is no longer merely a mode of transportation. It is gradually becoming one of the most powerful engines of economic integration, strategic influence, technological advancement, tourism expansion, cargo logistics, and regional development. Historically, aviation was considered an elite sector dominated by developed economies, high-income travelers, and large…
