Why Compute Is Becoming the New Constraint on Economic Growth

AI is making compute the new driver of economic growth, shifting policy priorities from traditional infrastructure to digital capacity and energy.

Anuj Agarwal

July 31, 2026 at 5:50 AM IST

istock.com

India Economy is Growing, But Data Gives a Reality Check on Youth Employment

Low levels of education, limited skills, and concentration in the lowest earnings percentile – these are only some of the issues that ail India’s youth. Further, the gender divide is real, and wide. These factors are keeping the youth from being meaningful partners in India’s growth story.

Smita Roy Trivedi

Abhiman Das

July 30, 2026 at 3:57 AM IST

istock.com

India’s MSMEs Need Ecosystems, Not Just Incentives

India’s 63 million MSMEs could become key engines for jobs and exports—if policy shifts from isolated firms to specialised industrial ecosystems.

Nilanjan Banik

July 23, 2026 at 5:41 AM IST

iStock.com/triloks

India Has the Building Blocks but Not an Economic Security Strategy

India has assembled semiconductor, minerals and defence policies. What it still lacks is a single economic security strategy tying them together.

Sagari Gupta

July 15, 2026 at 7:21 AM IST

istock.com

MPC Review

Monetary Policy, Liquidity, and the Road Hereafter

Despite ample liquidity and 125-bps easing, monetary transmission stayed uneven. Bonds reflected supply fears, policy uncertainty, and muted demand.

Shubhada Rao, Vivek Kumar, and Yuvika Singhal

February 7, 2026 at 1:51 PM IST

Budget 2026

A Fiscally Prudent and Reform-Oriented Budget

A fiscally cautious Union Budget stays the reform course, prioritising capital spending and stability while laying foundations for medium-term growth.

N R Bhanumurthy

February 1, 2026 at 3:22 PM IST

PIB

Budget 2026

India’s Budget Settled for Stability, Not Momentum

The Budget favoured consolidation over stimulus, leaving growth to fend for itself as demand softens and earnings momentum fades.

Dhananjay Sinha

February 1, 2026 at 12:26 PM IST

Finance Ministry

Briefing

Future to be Authored, Not Avoided by Probabilistic Pessimism

By assigning high odds to global disorder, the Economic Survey risked framing uncertainty as paralysis. Public policy must govern the future, not hedge it.

V Thiagarajan

January 31, 2026 at 3:57 PM IST

Week in Numbers: Tracking India’s Economic Pulse

December data showed a sharp improvement in industrial output and fiscal metrics, indicating a firmer economy and improving government finances.

Datametricx

January 31, 2026 at 1:02 PM IST

Istock.com

Budget 2026

Why has the Government’s Disinvestment Programme Slowed Down

Despite bold targets and early momentum, India’s disinvestment drive has stalled, as political caution, PSU profitability and a hesitant private sector prompt the government to hold on to strategic assets

Rajesh Mahapatra

January 31, 2026 at 8:30 AM IST

Finance Ministry

Economic Survey: Pivots, Paradoxes, and Policy Questions

A selective reading of the Survey’s sharper propositions—on exports, manufacturing, institutional capacity, and the paradox of strong macro numbers in a fragmented global order.

Yuvika Singhal

January 30, 2026 at 6:27 AM IST

PIB

Market Wrap

Economic Survey Lifts Equities, but Rupee Weakness Caps Gain

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

January 29, 2026 at 11:34 AM IST

iStocks/AlexLMX

Economic Survey Flags Fiscal Strain on States from Cash Transfers

"With markets pricing government debt on a consolidated basis, persistent revenue deficits or an expansion of committed expenditures at the State level could affect sovereign bond yields."

BasisPoint Insight

January 29, 2026 at 8:53 AM IST

iStock.com

Economic Survey Sees Stable Economy, Growth Potential Near 7%

The year 2026 could mark a shift in which policy credibility, predictability and administrative discipline emerge as strategic assets, requiring a stance of strategic sobriety rather than defensive pessimism

BasisPoint Insight

January 29, 2026 at 8:35 AM IST

istock.com/natbits

Bihar’s Economy Is Hostage to Its Politics: Its People Deserve Better

Bihar stands at a crossroads where political disinterest threatens to choke its economic promise. Unlocking its vast human potential and demographic dividend requires governance that prioritises growth over electoral gains.

Sharmila Kantha

October 28, 2025 at 8:08 AM IST

iStock.com

The Bureau

India Aug-Sep Rainfall Likely Below Normal as El Niño Strengthens

Bloomberg Defers Decision on India’s Inclusion in Global Aggregate Index

Split vote exposes growing inflation divide as Fed holds rates

DGFT's Restriction on Import of PVC Resin Will Raise Cost

Singapore Tightens, Indonesia Faces a Test

RBI Governor says FCNR(B) Inflow $32 Billion Since June Measures; Gilt Inflows Top $7 Billion: Report

US Reduces Tariff on India to 10%, Replaces Section 122 Tariffs with Permanent Forced-Labour Duties

OIS Curve Prices in Rate Hike by December on Persistent West Asia Worries

The Foster Mother of Lodhi Garden