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:

India retail credit: healthy expansion, or the next NPA wave?

India’s retail-credit engine is still supporting growth, not triggering panic. But the fastest growth is clustering in unsecured segments where repayment buffers are thinner and early stress signals are already visible.

India Bond Yields: The Sleeping Giant That Decides Everything

India's bond market is far bigger than most public debate admits. Track India bond yields closely enough and you can read the fiscal glide path, state funding stress, corporate borrowing costs and the future of household money.

China Plus One India: will the country capture the supply-chain shift before the window narrows?

China plus one India is real, but the window is narrower than the slogans suggest. Exports and electronics show momentum; logistics, land, tariff design and execution will decide whether India scales

India Logistics Costs: The Quiet Tax Hidden in Every Purchase

India logistics costs shape prices far more than most consumers realise. Faster highways, ports and freight corridors are helping, but time costs, warehousing choices and GST-era compliance still quietly tax every purchase.

Minimum Support Price in India: why farmers, consumers and the state are unhappy at once

India’s MSP debate is no longer only about farmer support. It now sits at the collision point of procurement policy, food inflation, subsidy burdens and a fast-changing farm economy.

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.