Category Center for the Study for Finance and Economics

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India’s Fuel Crunch Opens the Door for New Energy Service Companies

TK Arun These organisations could take on infrastructure upgrades needed to replace imported hydrocarbons with electricity as the main cooking fuel in India A new breed of energy service organisations (ESOs) would greatly facilitate the needed switchover from imported hydrocarbons…

Trump’s Grand Claims, Grounded in Falsehoods

TK Arun Trump lied about everything—inflation, jobs, economic growth, tariffs, immigration, and Democrats’ disposition towards the US—in his State of the Union speech. At a campaign speech, Prime Minister Narendra Modi once said that King Purushottam (Porus, the Greeks called…

Beyond the Summit: Bridging the Gap Between Policy and Funding

TK Arun AI sovereignty is not about apps or agents. It rests on GPUs, high-bandwidth memory, chip fabrication, political will, and the capital to fund long-term risk. The Artificial Intelligence Impact summit is on in Delhi. There is natural interest…

Rethinking Government Support for Data Centre

T.K. Arun Data-centre tax holidays represent oodles of government cash to favoured Indian businesses for little public benefit The 21-year tax holiday doled out by the Union Budget to foreign firms that do data centre business in India should be rolled back,…

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GST Cuts and the Illusion of Relief Amidst Global Tariffs

The recent Goods and Services Tax (GST) rate cuts in India have come against the backdrop of U.S. President Donald Trump's penal tariffs. On August 7, Trump signed an executive order imposing an additional 25% tariff on certain Indian goods so that these exports would now face at least 50% tariffs, compared to 30% on Chinese exports and 19% on Bangladeshi exports. Naturally, India's competitors stand to benefit, while Indian exports would decline sharply.

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