BJP suffers major setback in UP, contrasts with success in MP
The BJP's dominance in Madhya Pradesh underscores its continued influence while the setback in Uttar Pradesh signals a need for the party to reassess its approach
Uncertainty rears its head on the reforms front
Unwavering pursuit of productivity-enhancing reforms over the next 5 years and beyond are needed to take average real GDP growth to over 7.5 percent, over the medium to long term
Indian Armed Forces: Security challenges for the new government
The new government will have to improve the composite combat index of the Indian ‘fauj’ in a sustainable and equitable manner. This is the intangible challenge for the new government – Modi led or otherwise.
New government's focus should shift to renewable project mix
Renewable energy projects that can cater to peak electricity demand should be encouraged and scale up
Playing catch-up in technology should be priority for the new government
Much needs to be done to ensure that in crucial areas such as AI and semiconductors, India makes progress in terms of research and development as well as adoption of applications
Geopolitics makes India’s quest for Aatmanirbharta in semiconductors an imperative
Government finance and subsidies are driving industry targets across virtually every country that is targeting semiconductors as a national, geo-strategic imperative
Indian Economy: New government can take solace in the economy’s robust outlook
The current macroeconomic conditions in India are indeed healthy and capable of maintaining a strong growth momentum. What’s going good for India? Read on
An eight-point agenda to green the economy
The new government should be bold enough to muster the political will to overcome all challenges and hurdles to emissions control
Inflation feels bad to US consumers no matter how you define it
Rising prices make Americans gloomy about the economy, even if they're not climbing as fast as they used to
Why the world of economics should consider the concept of 'whole man'
'Whole man' as a concept looks at the man, not as juxtaposed to the others but as an integral one with the entire Creation. In contrast, the widely used ‘economic man’ term talks about the behaviour of humans engaged in economic activity
OPEC+ says goodbye to its $100-a-barrel oil quest
Pumping more crude now can be advantageous. But the shift comes at a difficult time for Saudi Arabia
US Elections 2024: If Donald Trump wins, his deficits are going to be 'yuge'
His first term was marked by tax cuts and increased spending, but current economic conditions make that formula far more dangerous
Japan and South Korea's spat over superapp 'Line' threatens relations
‘Everything app’ Line has found itself at the center of a diplomatic row that’s dredged up old grievances and threatens improving relations between Tokyo and Seoul
Consumer Conundrum: To be roiled by high tariffs or by the rising mercury
The political economy of power pricing discourages the utility to purchase high-cost power, even if that results in load shedding. Heat waves make load shedding unpopular. The alternative is to bite the bullet and raise tariffs
Fed official says interest rates should stay on hold for ‘extended’ time
Neel Kashkari warns cutting too early could risk US economic prosperity
Why monsoon may play a bigger role in the stock market this year
If predictions of an above-normal monsoon come true, then its contribution to GDP will also grow but the spillover effects can benefit stock market investors too
Urban unemployment edges up in Jan-Mar 2024, but is well below pre-pandemic levels
India has improved its female labour force participation rate, but we still lag Bangladesh
Chart of the Day: Climate finance provided by developed nations crossed $100 billion in 2022
A substantial increase in climate finance from developed nations is an imperative in the fight against climate change
Some central ministries spent only a fraction of their budgets in FY24
The Ministry of Minority Affairs, as per the CGA figures, has spent a mere 6 percent of the amount shown in the revised estimate for 2023-24
How has the structure of the Indian economy changed in the last 10 years?
The share of manufacturing has barely budged, despite the noise about the Make in India programme
A slow opening of AI opportunities for investors in India
In the absence of AI-specific companies on Indian stock markets, investment opportunities are largely seen in IT services providers
Lok Sabha Elections: How do we predict the exit poll numbers?
Are the exit poll numbers reliable? Can an election be called without looking at the details of each and every poll separately? Here are some answers to the most frequently asked questions
GDP Data: High growth to delay monetary easing
The headline growth numbers look extremely encouraging. In this piece we delve into why the GDP growth slowed down in Q4 FY2024. It is likely to delay monetary easing
What were the drivers of GDP growth in Q4?
GDP growth in Q4, FY 24 has been very strong, but the laggards have been the agriculture sector and private consumption. The share of private consumption in GDP in the March 2024 quarter is the lowest since the March 2010 quarter
Putin’s shadow war against Europe is intensifying
A string of sabotage attacks linked to Moscow shows that Putin doesn’t need to invade a NATO country to put pressure on the West
