Category Economy and Infrastructure

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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Rebuilding Industrial Depth: India’s Strategy in a China-Centric Manufacturing Order

The current manufacturing push in India is not a marginal adjustment in the overall policy trajectory; it is a structural realignment in the global system dominated by China. The allocation of ₹10,000 crore for the manufacture of shipping containers in the Union Budget 2026 is a paradigm of this shift.

External Partnerships vs. Internal Divisions: A Sovereignty Paradox

TK Arun Beyond concessions, deal improves market access, strengthens strategic signalling; it could catalyse India Inc’s adaptation to era of AI and machines that embody AI. It will come as a surprise only to the politically naïve that the India-US…

India’s Health Budget and the Urgent Need for Stronger Lung Cancer Policies

Urvashi Prasad  India’s Union Health Budget 2026-27 and the release of the country’s first evidence based lung cancer guidelines have sparked important conversations about whether our health system is keeping pace with global standards. These announcements are not just policy…

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