TFD Economic Research Desk

52 POSTS
TFD Economic Research Desk covers the latest economic trends and developments, delivering in-depth analysis and reporting to help readers navigate the economic landscape, both Indian and global, with clarity and insight.

Exclusive articles:

AI impact on jobs India: who gains, who gets squeezed, and what to learn now

AI is redrawing India’s labour market unevenly. Routine white-collar work faces pressure, but demand is rising for domain experts, AI-enabled specialists, and workers who can combine judgement with automation.

Remittances to India: the global salary that props up millions of families

Remittances to India are often treated as family transfers. They are also an external-sector shock absorber, a migration signal, and a quiet driver of local consumption and aspiration.

India exports 2026: Why Software Can’t Carry Everything Forever

India's export machine looks strong, but the balance is awkward. Services are cushioning the external account while goods still need deeper scale, value addition and resilience.

Manufacturing in India: Powerhouse in the Making, or Still Mostly an Assembly Bet?

Manufacturing in India has moved beyond speeches. Output, electronics exports and PLI-backed investment are rising fast. But the deeper question is whether India is capturing components, technology, and domestic value, or remaining strongest at final assembly.

RBI Repo Rate Impact: Why Your EMI Moves Fast, Your FD Slower, and Your Rent Last of All

RBI repo rate impact rarely travels in one straight line: borrowers feel it first, savers absorb it later, and renters learn that city economics often outruns policy headlines.

Breaking

Auditor Independence Gets a Cooling-Off Clause: MCA’s Cross-Selling Squeeze on the Big Four

MCA’s proposed auditor independence reform would extend non-audit service restrictions for three years after audit tenure ends, targeting the cross-selling economics that have long strengthened large multidisciplinary networks.

Audit Quality Maturity Model and the Big Four Question Returns

ICAI has widened the mandatory reach of the Audit Quality Maturity Model to group audits and other public-interest engagements. The move sharpens India's audit-quality architecture, but it also reopens the harder question of whether domestic firms can build credible scale against the Big Four.

NFRA inspection reports put Big Four-linked audit networks on notice

NFRA’s March 2026 inspection reports have turned audit quality into the central governance story around India’s Big Four-linked audit networks, with independence, group controls and evidence quality all under pressure.

IBC Amendment Act 2026 Moves Insolvency Out of the Waiting Room

The IBC Amendment Act 2026 is India’s clearest attempt yet to cut insolvency delays where they actually begin—at admission, in liquidation and in the messy afterlife of resolution-plan implementation.