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Friday, November 21, 2025
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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

India can face multi-front conflicts with hostile Dhaka. New Delhi missed chance to engage BNP

India's projects related to BIMSTEC, Look-East-Act-East and Indian Ocean Rim Association could suffer a setback, impacting trade with South Asia and the South-South Cooperation agenda.

At Charcha 2025: Local entrepreneurship, not just big IT, will drive next wave of distributed AI work

While global corporations setting up GCCs in India continue to express confidence in availability of skilled AI engineers, the panel argued that India’s real challenge lies elsewhere.

IAF’s leased KC-135 lands in Agra, American firm’s pilots to man mid-air refueller

India’s refueller fleet comprises six Russian Ilushin-78 tankers, first inducted in 2003, which are facing huge maintenance and serviceability issues.

INDIA has a Congress-sized hole. And the fix begins with a little humility

Without a Congress revival, there can be no challenge to the BJP pan-nationally. Modi’s party is growing, and almost entirely at the cost of the Congress.