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Friday, August 22, 2025
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Ilanomics

Opening govt bond market to retail investors is a good start. Challenge is making it a success

Direct retail participation needs to be followed by full bond market integration and separation of debt management functions from RBI.

How India’s informal economy is shrinking, and why that’s good news in the long term

Greater formalisation will see a shift from low-paying, labour-intensive jobs in informal sector to more productive, formal-sector jobs. This could lead to disruption in short term.

Why India must change rules after COP26, let rich nations pay it to hit climate change targets

India is not committing to net zero emissions at COP26, but one day it will need to. This is the time to initiate legal and regulatory changes and allow finance to flow in.

Economic recovery has finally begun, but India needs to watch out for global headwinds

September saw 85 lakh jobs added, the highest since the Covid shock in March 2020. Inflation has fallen, exports are rising, and 1 billion vaccinations is an important milestone.

Coal supply will improve but it’s time India transitions to options like natural gas for power

As the monsoon recedes, the supply of coal is likely to improve. Better planning and improvement in supply will help improve logistics in future.

How India is successfully using insolvency code to resolve NBFCs in trouble

RBI superseded boards of Srei Infra Finance and Srei Equipment Finance, and their insolvency process is expected to be IBC-like, as it was in DHFL’s case.

India needs high-frequency data for jobs policy, labour ministry’s new survey a good step

The Ministry of Labour has recently released a survey of firm employment data for nine non-farm sectors. The survey will be conducted quarterly and...

As US Fed tapers bond purchases, India must avoid drastic policy responses to limit spillover

India was among the most affected countries when the Federal Reserve slowed down bond purchases in 2013, known as ‘taper tantrum’, which put pressure on the rupee.

Good to see telecom crisis resolved. Govt should promote competition to boost private sector

Greater private participation in a sector isn’t enough. It needs to be accompanied with a conducive environment for promoting competition.

Markets, inflation are feeding Indians’ gold frenzy. Govt should wean them away

Marriage and festive demand, and high inflation are pushing gold imports. Decline in interest rates on savings instruments, and equity market issues could boost this further.

On Camera

Tariffs, chips, and China — how Trump’s trade playbook affects India

Trump’s OBBB is framed to augment domestic semiconductor production and enhance trade protection, even at the expense of certain social programs such as Medicaid, food stamps, and student loans, as well as a projected ballooning federal deficit from US$2.8 to 3.3 trillion

New insolvency frameworks to shorter timelines, how 2025 amendment bill proposes to transform IBC

New bill aims to fix key issues with IBC 2016, including delays & patchy implementation, and protect creditors, with window for genuine promoters to retain control of their companies.

Indian firm joins hands with US manufacturer to locally develop all-terrain vehicles for armed forces

Under joint venture, JSW Sarbloh Motors will indigenise and manufacture TX range ATVs in Chandigarh. The first India-assembled unit is expected by early 2026.

War of IAF, PAF doctrines: As Pakistan obsesses over numbers, India embraces risk, wins

Now that both IAF and PAF have made formal claims of having shot down the other’s aircraft in the 87-hour war in May, we can ask a larger question: do such numbers really matter?