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Monday, October 13, 2025
HomeMacroSutra

MacroSutra

Highly vulnerable to extreme climate, crucial sectors in India need well-crafted green strategies

Various estimates peg loss to Indian GDP due to climate change between 3-10%. Decrease in water supply could disrupt agricultural production, leading to food inflation & social unrest.

GST regime needs transformation. Rate rationalisation, simplification must be council’s key priority

Layers of complexity due to multiple tax rates result in similar products being taxed differently. There should be a phased move towards a low single rate to reduce incentive for evasion.

Shrinking gap between average rural & urban consumption spends good news, but inequality persists

Consumption inequality between top & bottom 5% of population is more pronounced in urban India, latest Household Consumer Expenditure Survey says. Widest gap in rural Rajasthan & urban Haryana.

Indian economy showing solid growth, but these must be new govt’s top 5 priorities to sustain momentum

The outcome of the general elections has taken a surprising turn, differing from both exit poll predictions and market expectations. However, the agenda for...

India’s trade deficit improved in 2023-24, but it needs to watch its FTAs to fix persistent imbalances

Despite contraction in exports, India’s merchandise trade deficit improved in 2023-24, owing to steeper drop in imports. However, the trade deficit with China & Russia widened.

Indian banking sector’s boom continues, but low deposit rates for some banks point to future risks

To avoid high credit-deposit ratios, banks need to maintain healthy deposit base — a difficult task considering the competition they face from MFs & physical assets like gold, real estate.

Don’t jump at 1st unemployment number you see. Different databases yield varying but valid results

Govt & pvt sector CMIE surveys, the 2 keenly watched sources of employment data in India, differ in terms of their definitions of households, reference period & sampling methodologies.

Surge in lending not alarming yet, but India needs to start watching out for excessive credit growth

Unhindered growth in lending has been associated with financial crisis, but monitoring a simple metric like credit-to-GDP gap could help identify early indications of an impending crisis.

How poll-bound states are grappling with price rise, a factor likely to impact voter sentiment

Of 10 major states going into polls in 3rd phase, Bihar, Gujarat, Karnataka & UP saw inflation higher than India average. Policy priority for new govt in these states would be to ease this.

Central banks on buying spree, strong retail demand — what’s fuelling the big gold price rally

Gold’s ability to hold value in times of political and economic uncertainty makes it a favoured asset in central bank reserves. It is considered a long-term hedge against inflation.

On Camera

Imbalance persists in ASI’s modus operandi. Bengal, Bihar demand more attention

The National Policy on Archaeological Excavation and Explorations, which was approved in 2015, mentioned the need for problem-oriented, long-term research projects covering various time periods.

Niti Aayog recommends fully decriminalising 12 offences under new I-T Act to ‘foster more trust’

Recommendations appear in Niti Aayog’s Tax Policy Working Paper Series–II. It says there is a need to shift away from fear-based enforcement to trust-based governance.

India, UK sign £350 mn deal for Martlet. What are these Lightweight Multirole Missiles

In service with the British military since 2019, it is also known as the Martlet missile. Ukrainians have also deployed these missiles against Russian troops.

CJI, IPS, IAS & Homebound: A wake-up call 75 years in the making

Education, reservations, govt jobs are meant to bring equality and dignity. That we are a long way from that is evident in the shoe thrown at the CJI and the suicide of Haryana IPS officer. The film Homebound has a lesson too.