Risk has not been eliminated. It has changed its form—shifting from balance-sheet strain due to non-performing loans to the operational challenges of managing vast, rapidly evolving digital flows.
Punch’s attachment to his plush toy is not based on its country of origin, but on the comfort it provides. Similarly, consumers prioritise trust and design over geopolitical labels.
For long-term investors and for institutional entities with substantial balance sheets, the effect is marginal. The primary burden is borne by high-frequency retail traders.
Budget 2026 does not seek to redefine India’s growth model; rather, it reinforces the existing framework characterised by fiscal restraint, public investment, and manufacturing depth.
The Economic Survey 2025-26 is not a celebration of success, but a measured warning that the traditional paradigms of global economic growth are no longer applicable.
Farmers are often characterised as risk-averse. In actuality, they are responding to a policy framework that mitigates price risk for a limited range of crops.
If low inflation is interpreted as a success, fiscal ambitions will be limited. And if it is perceived as indicative of weak demand, the policy response will have to be suitably adjusted.
Mizoram chief minister Lalduhoma has flagged an unusual rise in foreign arrivals. Nearly 2,000 Western visitors entered Mizoram between June and December 2024.
It’s easy to understand why the government can’t speak the hard truth. When this war ends, as all wars do, India’s interests will lie with both the winner and the loser.
COMMENTS