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Monday, January 5, 2026
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Economix

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.

India’s fiscal future depends on credibility, not just growth rate

As the era of easy money ends, the gap between the ability to borrow and the credibility to do so will define fiscal resilience. India still has the chance to strengthen both.

Govt shutdown, rate cut — US policy paralysis has created an opportunity for India

A depreciating dollar and abundant liquidity provide an opportunity to explore the rupee’s potential regional role. This represents a significant step toward monetary autonomy.

On Camera

US military intervention in Venezuela — the 3 lessons to remember

The US military operation in Venezuela raises global concern. Experts say that Trump’s action could weaken global legal standards and fuel geopolitical instability.

Trump threatens India with fresh tariffs on Russian oil, calls PM Modi a ‘good guy’

The latest comment comes as New Delhi and Washington have yet to sign a trade agreement. India’s purchase of Russian oil has reduced, but Moscow remains top source for crude.

Greece looking at TATA’s WhAP infantry combat vehicle for army procurement

If deal goes through, Greece will be 2nd foreign country to procure vehicle. Morocco was first; TATA Group has set up manufacturing unit there with minimum 30 percent indigenous content.

A year-end Mea Culpa in National Interest—The Army-Islam combo doesn’t kill democracy

Many of you might think I got something so wrong in National Interest pieces written this year. I might disagree! But some deserve a Mea Culpa. I’d deal with the most recent this week.