Tag: Indian Economy
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India demographic dividend: still powerful, no longer automatic
India still has a rare age-profile advantage. But a demographic dividend is not a gift; it is a conversion problem. Youth jobs, female labour-force participation and skill formation will decide whether the window produces productivity or pressure
Public Capex India: Why Roads and Railways Still Look Like the Best Stimulus
Public capex India works best when it builds roads, rail corridors and logistics capacity that cut freight time, lower embedded costs and crowd in private investment.
$5 Trillion, But on Whose Clock? India’s Milestone Is a Currency Story as Much as a Growth Story
India’s march toward a $5 trillion economy looks straightforward in rupees and far less so in dollars, where exchange rates, revisions, and growth quality complicate the political slogan.
After the QR Code: How UPI, ONDC and Embedded Finance Could Redraw Indian Banking
India’s next banking disruption won’t arrive as a new bank branch or a flashy app. It is taking shape in payment rails, commerce protocols and invisible credit pipes.
The Stimulus That Sticks: Why Roads and Railways Still Offer India’s Cleanest Growth Push
When a new highway cuts freight time or a rail corridor frees up cargo capacity, the effect isn’t just visible in concrete. It shows up later in costs, margins, jobs, and investment decisions.
