Exclusive

Publication

Byline

Location

GST numbers: Stronger on the surface, weaker underneath

New Delhi, Sept. 30 -- India's GST collections for FY27 year-to-date look reassuring at first glance. Net collections for April-August came in at Rs.8.9 trillion, up 9 per cent year-on-year - Rs.6.4 t... Read More


Issues in GDP computation

New Delhi, Sept. 8 -- India's latest GDP print has reopened an old data credibility debate, pushing it to a new pitch of controversy. A headline 7.8 per cent real growth figure for Q1FY27 is being pre... Read More


IT results and stock movements - dead cat bounce?

New Delhi, Sept. 1 -- Indian IT stocks have staged a rebound after deep underperformance in nearly two years. The Nifty IT index gained roughly 20 per cent from the July 2026 lows, its best monthly pe... Read More


Why the RBI can't afford cheap money

New Delhi, Aug. 11 -- The RBI's latest policy decision to hold the repo rate at 5.25 per cent was unsurprising. What is more important is the message embedded in the pause: the central bank appears in... Read More


India's fraying household situation

New Delhi, July 28 -- India's 7.7 per cent real GDP growth in FY26 tells a flattering story. But rural wages, urban confidence, and even the auto sector's post-GST-cut high are all pointing to the sam... Read More