Unvarnished analysis of macroeconomic trends, institutional capacity, and structural policy shifts.
Despite the PLI scheme, manufacturing's share of GVA remains stuck below 17%. We analyze the structural bottlenecks preventing factory job creation at scale.
Renewable capacity is growing rapidly, but base load realities mean coal consumption will peak later and higher than current net-zero trajectories suggest.
Central government capital expenditure has doubled, but private gross fixed capital formation remains tepid. Why the crowding-in effect hasn't materialized.
Post-pandemic ASER data reveals a devastating regression in foundational literacy and numeracy among rural primary school students.
Despite Ayushman Bharat, out-of-pocket expenditure remains the leading cause of impoverishment for the lower middle class.