India’s rising gold imports are increasingly driven by investment demand rather than traditional consumption. Niranjan Rajadhyaksha explores what this means for the rupee, foreign exchange reserves, and economic policy.
The World Bank has endorsed the idea of industrial policy with some conditions, reversing its stance of the early 1990s. What its new paper doesn’t address, though, is what happens if every country goes for it.
India’s current account deficit may touch slightly above $84 billion this year, raising concerns amid global uncertainty. But does it signal trouble yet—or just a phase of manageable external imbalance?
Why today’s oil shock may not hit India like the 1970s: stronger fundamentals offer resilience, but supply disruptions still pose tough policy trade-offs between controlling inflation and sustaining growth.
The targeting of data centres as part of the ongoing conflict in the Middle East has shed a spotlight on physical security and need to factor geopolitical risk in planning and deployment of critical digital infrastructure