A few days after Trump’s 50% reciprocal tariffs on India – including penalty for buying Russian oil and defence equipment - went into effect, the country announced its GDP numbers for Q1 of FY26, and did they surprise us all. It was almost like a rejoinder to Trump calling India “a dead economy”. But trade… Continue reading Why The Indian Economy Needn’t Be Tarrified
At the start of the new year as we wait for corporate earnings season to begin again, I thought it might be worth spending some time thinking about where the Indian economy is headed in 2025 and beyond. We tend to focus on headline GDP growth of the economy all the time, but rarely look… Continue reading Challenges For the Indian Economy in 2025
Even as last year ended, there were rumblings of the possibility of the free foodgrain distribution scheme being extended beyond 2022. This is the additional 5kg of foodgrain that was offered free to households eligible under India’s PDS (public distribution system of heavily subsidized foodgrain) during the Covid pandemic. It must have brought tremendous relief… Continue reading Indian Economy Once More in Election Mode
There isn’t a single news programme or article on the global economy these days that doesn’t mention recession. This has been so for the past many months, but as central banks – especially the US Federal Reserve – keep raising interest rates to combat inflation, the prospect of a recession draws ever nearer. In their… Continue reading The Indian Economy: Bright Spot or Dangers Lurking?
Peripatetic Perch 