INDIA ECONOMY – WAR IMPACT REPORT 2026

Indian War Impact 2026

The 2026 US-Israel-Iran War (Primary Shock) The 2026 US-Israel military campaign against Iran, launched February 28, is the dominant external crisis for India. US and Israeli forces struck Iranian nuclear and military sites, killing Iran’s top defence leadership. Iran retaliated with 2,100+ missiles at US bases, Israeli and Gulf targets. The Strait of Hormuz – through which 20% […]

The Structural Transformation of the Indian Economy: A Comprehensive Analysis of the S&P Growth Upgrade and Medium Term Macroeconomic Outlook

Transformation of the Indian Economy

India’s economy is undergoing a significant structural transformation, reinforced by S&P Global Ratings’ recent upgrade in growth outlook. S&P raised India’s FY26 GDP forecast to 7.1%, reflecting strong economic resilience despite global uncertainties. The revision underscores India’s improved fiscal discipline, robust macroeconomic management, and growing investor confidence. A key milestone was S&P’s upgrade of India’s […]

Union Budget 2026-27 Sector-wise Budget Allocation and India’s Growth Blueprint

Union-Budget-2026–27

Introduction: A Budget Focused on Building Capacity, Not Just Spending. The Union Budget 2026-27 comes at a critical juncture for India’s economy when global supply chains are being reconfigured, capital is becoming selective, and nations are competing on productivity, technology, and resilience. Presented on the auspicious occasion of Magha Purnima, the budget reflects a clear strategic […]

A Review of Interest Rates and their Impact on Borrowing and Spending

Interest Rates

Prologue Introduction Interest rates play a crucial role in shaping a country’s economic landscape, influencing borrowing, spending, and overall financial stability. Set by central banks, such as the Reserve Bank of India (RBI), these rates determine the cost of loans for consumers and businesses, affecting everything from home purchases to corporate investments. When interest rates […]

An examination of financial inclusion, including strategies for increasing access to financial services.

Financial Inclusion

Prologue Introduction Financial inclusion is the process of ensuring access to appropriate financial products and services for all individuals and businesses, particularly those in underserved and marginalized communities. This report examines the current state of financial inclusion, barriers to access, and strategies to enhance financial services for all. By analyzing successful initiatives worldwide, this study […]