Economy

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

India inflation drivers are not as simple as food versus fuel. This deep dive unpacks CPI composition, food supply chains, MSP, fuel taxes, and the price pressures that still shape household budgets.

India's macro numbers can look strong even when household budgets remain under pressure. This piece explains how GDP growth, inflation, wages, per-capita averages and consumption distribution can move in different directions at the same time.