Category Public Finances and Macroeconomics

Union Budget 2026–27: India’s Budget Masks Jobs And Growth Faultlines

The IMPRI Center for the Study of Finance and Economics (CSFE), Impact and Policy Research Institute, New Delhi, hosted an interactive panel discussion on “Indian Economy and Union Budget 2026–27” on February 7, 2026, at 6:30 p.m. IST under IMPRI’s 7th Annual Series of Thematic Deliberations and Analysis of Union Budget 2026–27, bringing together leading economists and policy researchers to examine the growth outlook, fiscal strategy, labour-market pressures and structural reforms embedded in the latest Budget.

The Global Impact of Trump’s ‘America First’ Agenda

The Global Impact of Trump’s ‘America First’ Agenda

The coming year will be moulded by the continuing unilateral efforts by the Trump administration to register reasonably robust growth, as projected — two per cent is reasonable growth for a $31 trillion economy — but the Chinese economy is likely to grow faster than most official projections, and register a growth rate of five per cent or more. India’s growth is likely to gasp for breath in 2026, and not just because of air pollution, although the release of a new series of GDP numbers could flatter to deceive.

Financial Risk and Power Politics: The Yen Carry Trade in Trump’s Worldview

The Yen Carry Trade, a Piano and Trump’s World View

When the Bank of Japan raises its policy rate to 0.75%, that unsettles global finance, accustomed as the world is to borrowing ultra-cheap in yen and investing in assets denominated in other currencies, the yields in whose economies are significantly higher than in Japan.

Union Budget 2026–27: A Rural Push with Constrained Structural Impact

The IMPRI Center for Habitat, Urban and Regional Studies (CHURS), IMPRI Impact and Policy Research Institute, New Delhi, hosted an interactive panel discussion on “Rural Realities and Union Budget 2025-2026” on February 4, 2025 (Wednesday) at 11:30 a.m. IST under IMPRI’s 6th Annual Series of Thematic Deliberations and Analysis of Interim Union Budget 2025-26, as part of IMPRI, bringing together leading economists and policy researchers to assess how the latest Budget addresses rural livelihoods, agriculture, gender equity and employment generation.

India-Israel

India–Israel Agri-Tech Innovations and Start-up Exchange: A Partnership for Sustainable Growth (2025)

The economic relationship between India and Israel has evolved strategically, moving beyond the traditional defence-centric ties to encompass high-technology sectors like cyber, water management, and most significantly, Agri-Tech. This partnership leverages Israel's cutting-edge agricultural innovation and India's massive scale, diverse market, and vast talent pool, creating a powerful synergy for sustainable and inclusive growth.

Putin

Strategic Autonomy in Action: Decoding the Impact of the Modi-Putin Summit

Russian President Vladimir Putin’s state visit to India next week (December 4-5) at the invitation of Prime Minister Narendra Modi for the annual summit – which was institutionalised over two decades ago – is timely as well as futuristic. It is a given that this time-tested and trusted special and privileged strategic partnership has been a ‘constant’ (as stated by External Affairs Minister S Jaishankar) amidst the global chaos, unilateralism and polarisation.

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.

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