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Monday, January 26, 2026
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Economix

India’s NPAs are at record low. Why it can be the most dangerous phase

The credibility of India’s banking recovery hinges on whether discipline is maintained when it is least politically and commercially convenient.

Beyond electricity and exports—how should India actually check GDP growth now?

If growth is genuine, it should be observable across multiple dimensions. If it is not, early acknowledgment allows for policy adjustments.

India-New Zealand FTA fills a long-standing economic gap

In a global environment where trade negotiations are increasingly shaped by domestic sensitivities and geopolitical caution, the pace of India-New Zealand FTA is analytically significant.

Japan and Sri Lanka are making the same mistake—replacing political action with fiscal policy

Markets and institutions often force adjustments only when political entities are unwilling to do so voluntarily.

Why India needs more mining to power its manufacturing future

The factories of the future will not operate on slogans or tariffs; they will rely on copper, nickel, lithium, rare earths and reliable energy. Securing these inputs is not optional.

RBI repo rate cut and that ‘rare Goldilocks period’

The repo rate cut should be interpreted as a pre-emptive measure to create a buffer, ensuring that the economy enters the forthcoming year with adequate liquidity.

That one sentence from US central bank changed gold prices

Central bank communication now holds as much significance as central bank action. A single clause in a press conference can move markets more than a 25-basis-point adjustment.

India shouldn’t copy Taiwan’s currency playbook. It will only lead to instability

Should India opt for a deliberately weakened rupee, it risks compromising its greatest asset: a vast and expanding domestic consumer market.

New labour codes are a simplification that’s been long overdue. Its a strategic shift

Imposition of formal rights and digital compliance mechanisms introduces new expectations for both employers and workers. This transition will require sustained awareness efforts.

India’s agricultural paradox—rising output, rising imports, and a shrinking trade surplus

Agricultural policy has prioritised price stabilisation over fostering long-term competitiveness. This incentivises the pursuit of subsidies rather than productivity enhancement.

On Camera

Mark Tully was a colossus on the Indian subcontinent. He had sources at all levels

I was in Islamabad when Mark Tully broke the news of Zulfikar Ali Bhutto being hanged. I held it against him—he could have tipped me off. But he was a journalist before he was a friend.

India wants Canada’s resources as nations build on truce, British Columbia’s Premier says

Premier David Eby, the leader of the minerals- and gas-rich province of British Columbia, spoke with executives at Tata Steel and Reliance Industries on a trade mission to India.

Shaurya Chakra for Lt Col who led op to ‘eliminate’ terror leadership along Indo-Myanmar border

President Murmu has also conferred Kirti Chakra on Major Arshdeep Singh of 1 Assam Rifles for eliminating armed cadres when patrol led by him came under fire along Indo-Myanmar Border last May.

Non-alignment is coming back in a new avatar: Trump-peedit alliance

No nation other than China can negotiate one-on-one with Trump on an equal footing. That’s why the middle powers who so far formed the core of multilateral bodies now feel orphaned.