India Insider: Growth Without Development an Inequality Trap An India and Latin America Comparison India’s strong headline growth reflects a rapid expansion of aggregate output. Yet this growth often coexists with weak job creation, uneven human capital formation, and persistent inequality. This coexistence is not a temporary anomaly. It reflects…
India Insider: The 8.2% Growth Mirage Needs a Reality Check India is celebrating the 8.2% real GDP growth result for Q2 FY26, as if it has entered a new economic orbit. Politicians are claiming victory and media is packaging optimism. The narrative is simple: India cannot be stopped. But once…
India Insider: Why a Deep Corporate Bond Market is Needed India’s corporate bond market remains small relative to the size and ambitions of its economy. This is often described as a regulatory shortcoming. In reality, it reflects a deeper structural choice: India’s financial system was built to channel savings through…
India Insider: Why Russian Oil Should Be Treated Skeptically As Russian President Vladimir Putin arrives in New Delhi for a bilateral summit, the mood in India’s capital is one of profound strategic tension. The core of the problem is India’s massive appetite for discounted Russian Crude Oil, which has shielded…
India Insider: Nifty Defense Index Surges in 2025 Rearmament 2025 has marked a defining moment for defense equities, both globally and in India. The Nifty India Defence (Defense) Index, which tracks the country’s leading defense manufacturers, has surged sharply on the back of robust order flows, a structural policy shift, and…
India Insider: The Need for Quality Jobs and Improved Safety Recent data released from the Ministry of Labor Statistics depicts a worrying aspect of India’s labor market. Every second urban young woman in Bihar and Rajasthan is unemployed. Nationally, one in four young women remains without work. This reflects deep…
India Insider: Reserve Bank of India Intervention is Limited After weeks of steady appreciation due to Reserve Bank of India intervention on the 15th of October, the Indian Rupee has now returned to the same 88.72 levels against the USD before the policy action was enacted. The RBI’s recent offensive…
India Insider: Affluence Among the Few, Aspirations for Many A recent report by Franklin Templeton highlighted that India’s per capita income will penetrate the $5,000.00 USD level by 2031, pushing the country into what some analysts consider an affluence trigger zone. Their article celebrates the consumer boom showing the rising…
India Insider: Pharma and Earning Trust Thru Accountability The pharmaceutical industry in India is a global powerhouse, often touted as “best in class.” Nearly 32% of India’s pharma exports go to the United States, and India’s products are renowned for their quality and affordability. Giants like Sun Pharma, Cipla, Dr.…
India Insider: U.S Credit Crunch vs. Indian Banking Paralysis When the U.S suffered a severe credit crunch in the early 1990s, the triggers were clear: the collapse of the leveraged buyout (LBO) boom, commercial real estate price corrections, and the failure of Savings and Loans (S&L) Associations, created the need…
India Insider: Why is Gold Frequently Accumulated by Indians? In a society like India in which I live gold hoarding is a fact of life. According to a recent report by the World Gold Council, Indian households are believed to hold around 25,000 tonnes of gold with a combined value…
India Insider: Speculation, IPO Mania, and Capital Erosion A speculative frenzy is reflected nowadays via India social media around quarterly results and IPOs. Animated talk about investment potential in India can be compared in some respects to the Dot-com bubble in the U.S which grew in stature into the late…
