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EXPLAINED ECONOMICS NEWS

Workers at a shoe export factory in Sikandra near Agra, UP.

ExplainSpeaking | The lingering worry for India’s growth: Tepid investments by private sector

October 9, 2025 13:08 IST

When the private sector enthusiastically invests in the economy, there is less pressure on the government to be the prime mover through tax cuts or other means. Where does India’s private investment stand at the moment?

India UK trade

India UK trade deal: How the pact partly shields India from volatile US trade policies

October 9, 2025 12:07 IST

US tariffs impact India, India UK trade deal: The implementation of the UK deal, expected by July next year, not only strengthens India’s trade diversification strategy for goods exports but also improves linkages with one of the world’s most developed services sector economies. Here's how.

SEBI

F&O trading continues to draw in retail investors, despite SEBI flagging risks involved. Here’s why

October 8, 2025 16:06 IST

Despite various measures announced by the markets regulator to curb speculative trading in derivatives markets, retail investors continue to be attracted to F&O trading in hopes of quick profits, but often end up incurring significant losses.

Renewables

Renewables edge out coal as world’s biggest source of electricity: Many positives, some concernsSubscriber Only

October 9, 2025 07:10 IST

The new Ember report said that while coal use fell in both China and India, the dip in India was deemed as 'temporary' while it was cited as 'more structural' in China. Here are the report's takeaways, and the state of renewable energy use in India.

Semiconductor chips

Explained Interview | ‘India must identify its market, be pragmatic in manufacturing semiconductor chips’Subscriber Only

October 8, 2025 06:56 IST

Kristy Hsu, Director of Taiwan ASEAN Studies Center at Chung-Hua Institution for Economic Research, argues that countries need not manufacture the most advanced chips, but should focus instead on the chips which best serve the local market.

market

Explained | The unusual divergence in India’s stock market trends: renewed IPO frenzy amid placid secondary markets

October 7, 2025 12:41 IST

Since the primary market creates new securities and the secondary market is where they are traded, companies usually raise fresh capital when share prices rise, and the IPO pipeline slows when indices fall. What is happening now breaks that usual pattern

London consensus

From Washington to London: A new economic consensus

October 6, 2025 09:07 IST

As many as 55 leading international economists have drafted a London Consensus, which they claim offers an alternative to the 'outdated' Washington Consensus, whose policy prescriptions of trade liberalisation, deregulation, and privatisation held sway from the 1990s through much of the last decade.

Tata LG IPO

Two mega IPOs hit the market as others wait on the sidelines: Should investors subscribe?

October 5, 2025 14:07 IST

Tata Capital IPO, LG Electronics India IPO: Market analysts believe that both IPOs are reasonably priced and that investors with a long-term perspective may consider participating in these public offerings. But, both have some key differences.

SMR

As govt eases N-power restrictions, how India’s SMR ambitions will get private sector boost

October 6, 2025 16:31 IST

Small modular reactors, which have a capacity of 30MWe to 300 MWe per unit, are being seen as important for nuclear energy to remain a commercially competitive option, especially when large nuclear projects are facing implementation delays. Here's what is happening in India.

China, With direct flights, passengers will have more options, which is bound to lead to more competition among airlines.

What resumption of India-China direct flights could mean for airlines, flyersSubscriber Only

October 4, 2025 07:35 IST

India China direct flights, India China airline news: According to industry insiders, airlines — Chinese as well as Indian — had been awaiting the green light, as there is high demand for travel between the two countries, primarily for trade and business.

The RBI’s latest surveys show that falling inflation rate has also had a salutary effect on consumer confidence across India.

On declining inflation, improving consumer confidence

October 3, 2025 10:02 IST

In Explained’s new weekly column, titled ‘GDP: Graphs, Data, Perspectives’, Udit Misra looks at inflation and consumer confidence, and provides key takeaways from latest RBI data.

rbi

RBI unlocks capital market liquidity with funding boost at a time markets are flat: Here’s how the measures would workSubscriber Only

October 3, 2025 19:50 IST

RBI liquidity measures, RBI IPO financing boost: RBI on Wednesday rolled out a set of measures designed to make capital more accessible for investors and companies. Here's what has been done, and why.

Lisa Cook

How even a conservative Supreme Court pushed back on Trump in Lisa Cook case

October 5, 2025 09:45 IST

The Federal Reserve is unlike any other American institution, and the court battle playing out over Lisa Cook's firing bears this out. Here's how

car sales

Why car sales in September saw mixed results despite GST 2.0 push, festive season

October 2, 2025 21:57 IST

September car sales 2025, GST 2.0 impact on cars: Curiously, both of these factors combined are yet to give a boost to the industry, which has been sluggish over consumption and affordability challenges.

RBI governor MALHOTRA

RBI monetary policy 2025: Why bank has kept interest rate powder dry, as it pushes growth through easier regulationsSubscriber Only

October 2, 2025 07:20 IST

RBI monetary policy 2025, RBI keeps repo rate unchanged: The absence of an interest rate cut this week does not mean there is no space for it. But the RBI has chosen to push the banking sector at this time.

rbi

RBI Governor says GST 2.0 to have ‘sobering impact’ on inflation. Here’s why

October 1, 2025 14:00 IST

About 11.4% of the CPI basket to be impacted; FY26 inflation seen at 2.6%

RBI Sanjay Malhotra

GST reforms, strong monsoon to offset global headwinds: Why RBI kept repo rate unchanged

October 1, 2025 15:36 IST

RBI repo rate 2025, RBI monetary policy update: By retaining the repo rate at 5.5% and keeping the stance neutral in the latest monetary policy review, the RBI has ensured flexibility to respond to evolving data

LPG cylinder interoperability

How proposed interoperable LPG delivery system will guarantee timely cylinder supply to households

September 30, 2025 13:01 IST

The Petroleum and Natural Gas Regulatory Board wants interoperability in LPG supply, which could effectively make cooking gas cylinder deliveries company-agnostic in case of delays.

poverty

Who is poor in today’s India? What an updated Rangarajan poverty line looks like

September 30, 2025 05:29 IST

In a recent study, economists from the RBI updated the Rangarajan poverty line for 20 major states. The result showed Odisha and Bihar have made the biggest improvement over the last decade or so, albeit over a low base

RBI governor Sanjay Malhotra during the monetary policy announcement at the RBI headquarters.

Repo rate: What could push RBI MPC to hold or cut?

September 29, 2025 12:40 IST

Most economists expect that the MPC would continue to maintain the status quo in the upcoming monetary policy, to be announced on October 1. What happens to lending rates?

Cafe vehicle pollution check rules

How new CAFE pollution check rules will benefit small cars, introduces emissions ‘pooling’Subscriber Only

September 29, 2025 06:54 IST

The proposed rules introduce some new concepts, such as allowing multiple carmakers to ‘pool’ their emissions to meet targets, and by offering emissions discounts to carmakers that also sell electric vehicles.

BPSL, acquired by JSW in 2021, has consistently contributed to the company’s revenue and profits.

JSW’s takeover of Bhushan Power: Supreme Court’s reversal of its May decision, how it impacts ongoing IBC resolution plansSubscriber Only

September 27, 2025 07:33 IST

On Friday, the Supreme Court said that JSW had successfully revived Bhushan Power and Steel by investing heavily in modernisation and protecting thousands of jobs, ensuring the company remained a going concern.

Exchange rates are essentially dependent on relative demand for the currencies.

GDP (Graphs, Data, Perspectives): On the weakness of the Rupee

September 26, 2025 16:13 IST

While a weaker currency makes imports from the rest of the world costlier, it has a silver lining, too. What do data tell us about the rupee's position in recent months, and what would it take for things to turn around?

Trump, tariff

Trump’s ‘plan B’ for possible US Supreme Court setback on tariff powers, and what it could mean for IndiaSubscriber Only

September 25, 2025 14:29 IST

While tariffs under Section 232 would be far less sweeping than the reciprocal tariffs that Trump managed under IEEPA, the former provides much stronger legal cover. India has much to be concerned about. We explain.

Macron (left) and Zucman (right) - 2 per cent billionaire tax

What is the contentious 2 per cent ‘Zucman Tax’, which targets France’s billionaires?Subscriber Only

September 23, 2025 15:09 IST

Zucman has long proposed a 2% wealth tax targeted at the richest group, and maintained that billionaires should be taxed a minimum of 2% of their net worth, not just their annual income.

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