Rajesh Kumar*

Rajesh Kumar teaches economics. His interests include monetary policy, international trade, and macroeconomic frameworks.

One State, One Bet: How Tamil Nadu Rewired India’s Electronics Map

Tamil Nadu’s electronics surge is no accident. It reflects deliberate policy sequencing, infrastructure depth, and labour-market alignment that have reshaped the state’s export economy.

Rajesh Kumar*

January 9, 2026 at 7:37 AM IST

Electronics Corporation of Tamil Nadu

Why India–Canada Trade Needs CEPA Back on the Agenda

India-Canada trade is rising steadily, yet remains under-leveraged for two large economies. Without CEPA, growth will continue, but unpredictably and below potential.

Rajesh Kumar*

December 10, 2025 at 5:59 AM IST

PMO India

Jobs Are Growing, But Productivity Is Lagging: India’s Quality-of-Growth Paradox

India’s strong hiring wave masks a deeper worry: output per worker has stalled, wages are barely rising, and most new jobs sit in low-value sectors. Growth is expanding, but without the productivity lift needed for true transformation.

Rajesh Kumar*

November 18, 2025 at 9:50 AM IST

iStock.com

India Bets on SCO to Blunt the Edge of US Tariffs and Sanctions

As US tariffs squeeze exports, the SCO offers cheaper energy, new corridors, and resource security, serving as an insurance policy in a weaponised trade world.

Rajesh Kumar*

September 4, 2025 at 8:11 AM IST

PMO

Why ‘Make in Asia (ex-China)’ Could Help Redefine the Global Wardrobe

China’s grip on textiles is loosening. Bangladesh, Vietnam, India, and others can stitch together new supply chains to reshape the $500-billion global apparel market.

Rajesh Kumar*

August 20, 2025 at 10:18 AM IST

triloks/iStock

Why India’s Low Inflation Isn’t Feeding the Poor Any Better

India’s food prices have fallen, but calorie intake hasn’t risen. This paradox reveals how economic stability isn’t translating into nourishment.

Rajesh Kumar*

July 23, 2025 at 7:50 AM IST

iStock.com

Rethinking India’s Uneven Credit-Deposit Divide

India’s banking system mobilises deposits nationally but fails to deliver credit evenly. A rethink of regional credit policy is long overdue.

Rajesh Kumar*

July 4, 2025 at 7:30 AM IST

India’s Capex Push Redefines Fiscal Discipline and Growth Strategy

India’s budgets show that high public investment and fiscal consolidation can coexist, if backed by transparency, reform, and spending efficiency.

Rajesh Kumar*

June 24, 2025 at 2:45 AM IST

iStock/rvimages

Liquidity Alone Can’t Lift Growth Without Confidence, Structural Reform

Monetary easing without confidence lacks traction. Monetarists would warn that liquidity alone cannot revive a hesitant real economy.

Rajesh Kumar*

June 11, 2025 at 9:53 AM IST

The Bureau

Cyber Threats Set to Intensify in 2026 as AI Arms Race Accelerates: Moody’s

Stablecoins Are No Longer Just a Crypto Story

Bloomberg Defers Call on India Gilts Inclusion for Global Aggregate Index

December CPI Rises to 1.33% as Food Deflation Narrows; Quarter Print Above RBI Forecast

India’s Growth Set to Cool in FY27 as Policy Support Fades: QuantEco

New CPI Series to Smooth Inflation Swings, Keeping 2026 Price Pressures Largely in Check

FY26 GDP Data Points to Second-Half Slowdown and Softer Growth Next Fiscal

Is Geopolitics the Signal? Markets, Money Flows & Gold Explained

Learning to Shoot: I Tried to Fly Before I Could Walk