The middle class swooned with delight at the tax cuts in the budget, but the stock markets barely moved. Why so? Because finance minister Nirmala Sitharaman‘s speech about a bright future was silent on the sharp, continuing fall of Indian stock markets and […]
Decoding the Budget: Two Cheers, the third depends on Trump effect Read More »
The Economic Survey projects GDP growth of 6.3-6.8% in the coming financial year, with manufacturing—a key concern—growing at 6.2%. It hails “stellar progress” in bringing government finances on track, an indication that Saturday’s budget will project attainment of the five-year
Economic Survey: Fundamentals strong, time to ace China+1 play, says Swaminathan S Aiyar Read More »
Donald Trump’s unpredictable trade policies and protectionist stance could overshadow Nirmala Sitharaman’s ambitious Budget plans to reduce the fiscal deficit, boost capital expenditure, and maintain high economic growth in India. Abandoning the historical claim of the US to be leader
Trump shadow looms over FM’s budget Read More »
Donald Trump’s inaugural speech is bad news for the world and India. In effect, he said America First and to hell with the rest. He promised to make the rest pay to Make America Great Again (MAGA). Abandoning the historical
In Trump 2.0, it’s America first, world last Read More »
In Trump 2.0, it’s America first, world last. High tariffs will hit trade and growth everywhere, including India This article was originally published by The Times of India on Jan 22, 2025.
Why Trump’s ‘America first, to hell with the rest’ attitude must worry India Read More »
Microsoft CEO Satya Nadella’s $3 billion investment in India for AI and cloud infrastructure, with plans to train 10 million Indians in AI over five years, bodes well for India’s large pool of STEM graduates and will ultimately boost overall
Bot an opportunity! For India, AI’s promise may outweigh its perils Read More »
The average global temperature touched 1.6° C above pre-industrial levels in 2024, breaking the 1.5° C benchmark regarded as safe, making the year the hottest on record. Climate activists say this shows the urgency of action to check global warming.
India should resist Western pressure on net zero and decarbonise at its pace Read More »
India’s services exports exceeded merchandise exports for the first time in November, driven primarily by software services and the increasing importance of Global Capability Centres. Services exports have managed to grow despite no specific incentives, highlighting India’s strategic importance in
Look what is delivering the goods for India! Read More »
Few people know or care about Lincoln’s failings. Similarly, Manmohan Singh will be remembered as the FM who launched reforms, and as a PM under whom the economy grew at 8.5% for most of a decade. This article, published in
Yes, Manmohan Singh was right. History will be kind to him Read More »
Vanuatu and other Melanesian islands – Papua New Guinea, Solomon Islands, Fiji, New Caledonia – have launched a case in International Court of Justice (ICJ) for compensation from countries who, by emitting GHG gases, have caused climate change that hurts
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