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Some smart(phone) lessons for industrial policy

April 03, 2026 4:34 pm

These should guide the redesign of PLIs in sectors such as textiles, telecom products, and others, while driving job creation by supercharging la- bour-intensive industries like garments, footwear, and toys

Mapping the lag in India’s informal economy

March 26, 2026 12:11 am

The data underscores the need for India to bring more people into the formal economy

High frequency indicators for December suggest continued buoyancy in growth impulses: RBI

January 22, 2026 9:54 am

Rural demand indicators regained momentum with retail automobile sales recording broad-based growth across categories.

After recovery optimism, early Q3 results point to headwinds

January 21, 2026 6:06 am

Index bellwethers, Reliance Industries and ICICI Bank have also posted lower-than-expected earnings numbers.

‘Better earnings expected in FY27; US tariff cloud remains’

Fitch Ratings: 'Indian earnings likely to improve in FY27, but US tariff cloud remains'

January 21, 2026 3:56 am

Higher revenues and improved earnings before interest, taxes, depreciation, and amortisation (EBITDA) margins are expected to offset the high capital expenditure of the companies covered by Fitch Ratings, its analysts said in a note.

Impact of tariffs relative to factors like AI would be smaller rather than larger: Richard Lesser, BCG Chair

Richard Lesser at Idea Exchange: ‘It’s in India’s interest to be an innovator in the green economy space, China is already winning’

January 19, 2026 8:41 am

Rich Lesser, Global Chairman, Boston Consulting Group, is a leading voice on global strategy, leadership and geopolitics. During his tenure as CEO, he created new units for BCG’s digital business building, advanced analytics, machine learning and AI capabilities.

To become a developed economy, four reforms

To become a developed economy by 2047, four reforms for India

January 15, 2026 12:02 pm

India’s growth ambition is achievable if financing shifts from a focus on quantity to an emphasis on quality. Rebuilding domestic savings, shifting long-term financing toward markets, improving capital efficiency, and leveraging startups are parallel and mutually reinforcing priorities

India’s greatest gains may lie not in competing at the frontier but in deploying AI across agriculture, logistics, health, and public services. India’s research spending is modest at around 0.65 per cent of GDP.

On economic front, India's task ahead: Embracing creative destruction, managing its consequences

January 12, 2026 2:41 pm

Achieving high-income status would require sustaining 8 per cent real growth for two decades in a sustainable, employment generating manner

There are signs of a pick-up in FDI with global tech majors announcing big investment plans for India.

At year’s end, robust growth, signs that economy weathered the storms

December 29, 2025 12:41 pm

We expect GDP growth of 6.7 per cent and inflation at 5 per cent, largely driven by the low base effect, in fiscal 2027

Best of Both Sides | Economy is looking up. So, why rate cuts?

December 05, 2025 8:27 am

Liquidity in the system is optimal and supportive of growth. The healthy pick up in credit off take is evident. Credit growth from the larger ecosystem, including NBFCs and private credit, looks robust as deal volumes suggest across India Inc. where a wave of M&A activities is indicative of renewed interest in capturing markets and mindsets of consumers.