Social and Economic Implications of India’s USD 22.7 Trillion Net Zero Journey

Social and Economic Implications of India’s USD 22.7 Trillion Net Zero Journey

India’s twin goals of becoming a “Viksit Bharat” by 2047 and reaching net-zero emissions by 2070 have the potentials of the most ambitious economic transformations ever attempted by a developing nation. At the heart of this transition is the difficult task of balancing rapid growth with the simultaneous rewiring of the country’s energy, industrial, and […]

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India’s Reform Playbook Shifts beyond the Budget Cycle

India’s Reform Playbook Shifts beyond the Budget Cycle

India’s economic reform playbook has undergone a quiet but decisive shift in recent years. The annual Union Budget is no longer treated as the sole theatre for reform announcements, grand policy pivots or politically sensitive decisions. Instead, reform has become a continuous process—deliberately sequenced, often executed outside the Budget, and increasingly insulated from the noise […]

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Budget 2026–27: Need Structural Reform Push Within a Tight Fiscal Framework

Budget 2026–27: Need Structural Reform Push Within a Tight Fiscal Framework

The Union Budget for 2026–27 is poised to mark a decisive shift in India’s economic policy trajectory, blending an expansive reform agenda with careful fiscal management. The government’s strategy—informally characterised as a fast-moving reform drive across sectors—signals that the coming year will prioritise structural transformation over short-term stimulus. This recalibration comes at a moment of […]

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GIFT City fuelling global portfolio shifts among Indian investors

GIFT City fuelling global portfolio shifts among Indian investors

Once upon a time, global investing was a niche pursuit for a small and sophisticated group of Indian investors. Exposure to overseas markets was largely the preserve of ultra-high-net-worth families, multinational treasuries, and institutions with the scale, patience, and compliance bandwidth to navigate layers of regulation. For most individuals and family offices, international diversification was […]

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India’s Nuclear Power Crossroads: Project SHANTI

India’s Nuclear Power Crossroads: Project SHANTI

For most of independent India’s history, nuclear power has occupied a singular place in the country’s development story. Neither fully commercial nor merely technological, nuclear energy was treated as a sovereign capability—bound tightly to national security, scientific self-reliance, and strategic autonomy. Power generation was only one of its objectives. Control mattered as much as capacity. […]

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Moody’s projects a steady growth for India through 2027

Moody’s projects a steady growth for India through 2027

Moody’s Ratings has delivered a cautiously optimistic assessment of India’s economic trajectory, projecting that the country will maintain growth of around 6.5 per cent through 2027. In its latest macroeconomic report titled “Global Macro 2026: India’s Growth Will Be Steady but Subdued in 2026,” the agency reiterates that India continues to defy global economic strains, […]

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