India’s financial data are extensive, but policy can still miss the economy beneath the aggregates when trade credit, payment behaviour and import distortions remain invisible.
BL Chandak
September 2, 2026 at 3:50 AM IST
iStock.com/triloks
Models can illuminate the economy, but when they overlook financial behaviour, trade credit and business realities, policy can diagnose the wrong problem
September 1, 2026 at 6:13 AM IST
istock.com
Despite a world-class digital payment system, high-value currency continues to rise. The missing explanation may lie not in the payment system, but in India's trade with China.
July 9, 2026 at 5:28 AM IST
As policymakers, businesses and markets navigate an increasingly fragmented world, every difficult choice becomes a lesson in trust, resilience and uncertainty.
Phynix
June 29, 2026 at 5:26 AM IST
US Fed
The trade credit network is trust-based, and economic or geopolitical uncertainties disrupt its delicate balance. What India needs is to formalise this framework to ensure safeguarding manufacturing growth and financial stability.
June 25, 2026 at 6:02 AM IST
A hidden slowdown in trade credit flows is tightening liquidity at the base of India’s economy, subtle today but potentially systemic if ignored for long.
May 6, 2026 at 5:44 AM IST
iStocks/utah778
