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GST 2.0: A Festival Season Reform With Global Ripples
The Indian economy has entered a new phase with the rollout of GST 2.0—a reform that simplifies the tax structure and aims to stimulate consumption at precisely the right moment: the onset of the festival season. Festivals in India have historically been linked with spikes in demand, particularly in retail,…
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India’s Services Sector Surges to a 15-Year High: What It Means for the Economy
India’s services sector has reached a milestone—hitting its highest level of activity in the last 15 years. According to a recent survey, robust new orders, strong export performance, and rising business confidence are fueling this growth momentum. For an economy like India, where services account for more than 50% of…
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India’s GST Reset: Can Simplification Fuel the Next Phase of Growth?
In September 2025, India unveiled one of the most significant reforms to the Goods and Services Tax (GST) since its launch in 2017. The GST Council’s decision to rationalize tax slabs, cut rates on essential items, and streamline compliance has been hailed as a “reset moment” for India’s tax architecture.…
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Pharma Exports and Trade Diversification: India’s Strategic Pivot Beyond the U.S.
India’s pharmaceutical sector has long enjoyed a dominant export relationship with the United States, its largest and most lucrative market. In FY2025 alone, Indian pharma exports to the U.S. crossed $10.5 billion, cementing America’s role as the cornerstone of India’s global pharma trade. However, persistent concerns about tariff escalations and…
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Fracturing, Not Deglobalizing: The Emerging Shape of the World Economy
The global economy today is often described through the lens of deglobalization, but that framing risks oversimplifying what is truly happening. Rather than a retreat from global integration, what we are witnessing is a strategic fracturing of certain sectors. While trade, capital, and investment still flow across borders at scale,…
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DMIC Expansion: Nashik and Nagpur Poised for Industrial Growth
The Delhi–Mumbai Industrial Corridor (DMIC), one of India’s most ambitious infrastructure projects, is entering a decisive phase. The Maharashtra government has begun fresh surveys to include Nashik and Nagpur in Phase II of the corridor. If approved, this expansion could significantly alter the state’s industrial map by strengthening manufacturing, food…
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Chip Mission 2.0: India Bets Big on Silicon Carbide Wafers
India is entering a decisive phase in its semiconductor journey. With Semiconductor Mission 2.0, the government is shifting its focus toward silicon carbide (SiC) wafers, signaling a clear intent to move beyond traditional silicon into advanced, high-value semiconductor materials. This transition isn’t just a technical pivot—it represents a strategic industrial…
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Record FII Outflows and Indian Resilience
India’s financial markets faced a critical test in August 2025 when foreign institutional investors (FIIs) pulled out nearly ₹47,000 crore, marking the highest monthly outflow of the year. The exodus was triggered by global tariff shocks, weak corporate earnings, and a strengthening U.S. dollar. Sectors with heavy export exposure such…
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Massive Investment Surge in India’s Auto Sector
India’s automobile sector has once again found itself in the global spotlight. In the first half of 2025, the country ranked among the top destinations for auto sector investments, standing shoulder to shoulder with Mexico—another emerging manufacturing hub. Despite a global slowdown in funding, India attracted 22 new investment projects,…
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