Category Economy and Infrastructure

Intel

What Intel’s Chip Agreement Means for India’s Semiconductor Ambitions

T.K. Arun China, facing US chip bans, doubled down on indigenous chipmaking—with success. If India leans on Intel instead of investing in homegrown R&D, it could miss its chance to replicate that model. Intel was one of the technology companies whose…

GDP

Decoding India’s Q2 GDP: Growth Drivers and Data Integrity

The Gross Domestic Product or GDP growth rate for quarter two of 2025-2026 has come at a whopping 8.2% – which is a six-quarter high – much faster than experts expected. The Reserve Bank of India had also expected a growth rate of 7%. This is surprising because the expected GST reduction impacted production and consumption of various items in August-September. The demand boost came after September 22 – which left just a week before the close of Q2. Reports have come in of many investment projects being withdrawn or curtailed and of net FDI becoming negative. These are not the signs of a robust economy.

Labour

The Pro-Business Pivot: How Modern Labour Codes Prioritize Industry Over Protection

That Labour Codes will create a divide between workers and businesses was a given. The former have opposed them since 2019 when the Code on Wages was passed by parliament followed by the other three in 2020 – the Industrial Relations Code, the Code on Social Security and the Occupational Safety, Health and Working Conditions Code. Businesses have been pressing for their implementation since then because they know they will benefit from them. The government presents these Codes as beneficial to labour since they are supposed to simplify a very complex and outdated system. 

Copy of Insights

Interpreting the Rupee’s Decline: Trade Strategy and Export Incentives

The government's chief economic advisor, V Anantha Nageswaran, says he is not losing sleep over the falling rupee. We wish him long nights of peaceful rest and restoration. While the government and the RBl rest, the rupee will be hard at work, to give some respite to our exporters hit hard by Trumpian tariffs.

Legacy

When Legacy Becomes a Commercial Externality, Who Pays to Preserve It?

TK Arun As Annapurna Bhandar of Chandini Chowk faces closure, can Indian cities take a cue from Paris or San Francisco to protect legacy shops? When a sudden rent increase forces a thriving commercial establishment — that has a century-old…

Oman

PM Modi in Oman: Advancing a Historic Maritime Relationship

Anil Trigunayat Trade and economic cooperation have been the fulcrum of the relationship, with bilateral trade already exceeding $10 billion. Prime Minister Narendra Modi is visiting the Sultanate of Oman at the invitation of HM Sultan Haitham bin Tarik from…

SIM

SIM-Binding: A Tool for Security That Demands a Foundation of Trust

There has been a sharp pushback against the government’s directive to all mobile phone makers and importers to preload, within 90 days, the government app, Sanchar Sathi, on phones freshly sold in the country. In the case of another related security-oriented mandate that seeks all messaging and communications apps to stay bound all the time to a particular SIM issued to the user, the response has been more mixed: while cellular operators think this is a good idea, the Broadband India Forum, which represents the interests of stakeholders in cyber business, has sought more time and consultations.

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