From pricier air travel to a record slump on the Karachi bourse, conflict economics are rippling across South Asia in real time after Pahalgam terror. #India #Pakistan #Pahalgam| Policy Circle
By bombing #Iran, #Trump abandoned diplomacy, triggered #oil shocks and let #Beijing and #Moscow pose as the responsible adults in the room. #iranisraelwar| Policy Circle
Despite 4.1 lakh new units launched in 2024, affordable housing remains a distant dream for most Indian households.| Policy Circle
After years of tensions, India-China relations show signs of improvement, but border disputes and trade imbalances remain unresolved.| Policy Circle
Stubble burning fuels Delhi’s winter smog; selective penalties and crop diversification are essential to cut pollution at its source.| Policy Circle
The India-UAE CEPA has nearly doubled trade flows and is now eyeing $100 billion in non-oil commerce within four years. #India #UAE #CEPA| Policy Circle
High US tariffs and a strong dollar squeeze India’s exporters, forcing them to diversify markets and currencies for survival. #UStariffs #exports #trade| Policy Circle
The Nepal uprising reflects a deeper crisis of legitimacy in South Asia’s fragile democracies.| Policy Circle
Populists blame immigration for crises, but the evidence shows migrants strengthen economies and societies.| Policy Circle
Basmati rice dispute with Pakistan over geographical indication complicates India’s free trade negotiations with the European Union. #India #EU #FTA #basmatirice #GItag| Policy Circle
GST 2.0 cuts tax rates on essentials and cars, but whether consumers see lower prices depends on business passthrough. #GST #tax #FMCG| Policy Circle
Economic discontent is sparking global populist cycles, trapping democracies in short-term appeasement. #democracy #society #populism| Policy Circle
India’s gender-based violence crisis persists despite new laws, exposing gaps in governance, justice, and accountability.| Policy Circle
India’s rising tax collections rely more on refund delays than broad-based growth, raising questions of fiscal sustainability. #Tax #GST #middleclass| Policy Circle
The revised International Health Regulations seeks to strengthen cooperation, but face resistance from countries citing sovereignty concerns. #WHO #health| Policy Circle
Better insulation and passive home cooling can cut emissions and energy costs while protecting health in a warming India. #energy #sustainability| Policy Circle
Dark patterns in e-commerce exploit consumers, but bright patterns can align markets with public interest.| Policy Circle
The latest jobs data hides weak job quality, underemployment, and deep structural flaws in India’s labour market. #jobs #unemployment #PLFS| Policy Circle
Restrictive migration policies will shrink America’s workforce and weaken its global economic and technology edge.| Policy Circle
Pedestrians and two-wheeler users form two-thirds of road deaths, highlighting the urgent need for road safety checks in urban mobility.| Policy Circle
The Fed rate cut offers short-term relief but risks fuelling inflation and triggering stagflation in a fragile US economy.| Policy Circle
India’s low rupee volatility comes from aggressive RBI action, but structural reforms, not costly defence, will secure long-term stability. #RBI #rupee| Policy Circle
India must pursue competition reforms by revising CCI powers, procurement rules, and penalties to ensure fair markets and curb dominance in the digital and public sectors.| Policy Circle
Prime minister Narendra Modi will seek to reduce imbalances in India-China trade during his visit for the SCO summit in Tianjin.| Policy Circle
GST 2.0 slabs simplify compliance and aid businesses, but may widen deficits and blunt long-term economic growth.| Policy Circle
States compete to loosen labour laws, but ignoring worker welfare may erode productivity, stability, and investor confidence. #labourlaws #Maharashtra| Policy Circle
India must promote humanities in IITs. IITs risk losing their global edge if they abandon humanities, the key to ethical and creative engineering breakthroughs. #IITs #humanities #education| Policy Circle
Tamil Nadu’s pivot to English medium schooling reflects a national trend that may undermine both learning outcomes and cultural fluency. #education #NEP| Policy Circle
A 50% US tariff threatens India’s $33bn export market, with MSMEs in textiles and gems bearing the sharpest blow. #MSMEs #tariffs #US| Policy Circle
Heatwave-related deaths among the elderly signal a pressing challenge at the intersection of climate change and ageing.| Policy Circle
TCS, Infosys, and other Indian IT firms are betting on AI research, IP creation, and niche talent to survive global disruption.| Policy Circle
Q1 corporate earnings and profits rise, but India’s private sector faces its toughest slowdown since 2023. #corporateslowdown #IndiaInc| Policy Circle
Growing exclusion of agricultural labour is undermining rural growth, highlighting the urgent need for social security and skill investment.| Policy Circle
DOJ move in Google monopoly case could end default deals, open data, and decide who wins the next wave of AI assistants. #Google #antitrust| Policy Circle
With WTO gridlock and Trump tariffs escalating, India’s agriculture sector struggles to balance trade, climate, and farmer demands. #WTO #agriculture #tariffs| Policy Circle
India is seizing the chance of to turn brain drain into brain gain as US politics pushes scientists to reconsider their future. #reversemigration| Policy Circle
The Supreme Court ruling on Delhi’s stray dogs revives questions about animal rights and India’s outdated legal framework.| Policy Circle
The RBI’s inflation target review may decide whether India keeps the 4% target or shifts course. #inflation #RBI #MPC| Policy Circle
The Supreme Court’s reversal on relocating stray dogs highlights the need for humane, science-driven policies balancing health and coexistence. #straydog #SCrulings| Policy Circle
Trump’s Europe policy casts allies as supplicants, while Russia reaps the benefits of his authoritarian admiration.| Policy Circle
US tariffs expose vulnerabilities of India's agriculture sector, demanding urgent reforms in jobs, land, and climate resilience. #agriculture #farmsector #economy| Policy Circle
Strategic depth, defence ties, and energy needs make India-Russia ties resilient — even in the face of US tariff threat.| Policy Circle
With rapid model cycles and battery advances, Chinese automakers are transforming the EV market and reshaping global auto industry dynamics. #China #EVs| Policy Circle
Beijing’s mega dam in Tibet may spark irreversible ecological and geopolitical shifts in the Brahmaputra basin.| Policy Circle
Trump’s tariff threats, strategic humiliation, and embrace of Pakistan expose the limits of India’s US-aligned foreign policy. #trumptariffs #pakarmy| Policy Circle
With arms control collapsing and proliferation risks rising, experts say the world is closer than ever to nuclear conflict.| Policy Circle
Muted market relief hides the cost — 15‑20 % US tariffs disrupt supply chains, punish exporters and undercut the rules‑based trade order.| Policy Circle
Trump tariffs play to politics, raising household costs and leaving a $3tn hole in the federal budget math.| Policy Circle
India’s ageing crisis is female-led, but policies remain blind to women’s work, health, and retirement needs. #ageing #gender| Policy Circle
New Delhi’s future lies in balanced India-China relations, not in chasing fragile promises from the US. #IndiaChina #trade #economy| Policy Circle
The two-slab GST reform could boost consumption, but state governments worry about annual losses of up to Rs 1.1 trillion. #GST #statefinances| Policy Circle
New Goa aggregator policy blends regulation with market freedom, setting a template for India’s urban mobility reforms. #Goa #EV #taxi| Policy Circle
The government’s deepwater exploration drive seeks to ease import pressure but faces high costs and environmental risks. #deepwater #oil #gas #energy| Policy Circle
India lacks a law to compensate victims of wrongful imprisonment, eroding trust in justice and violating Article 21 guarantees.| Policy Circle
#AI washing is threatening to erode investor trust and stall genuine innovation in India’s fast-growing #techindustry. #aiwashing #aihype| Policy Circle
The PLFS 2025 will offer monthly updates on key employment indicators, helping policymakers respond swiftly to economic shifts. #PLFS #unemployment| Policy Circle
As India opens its skies to satellite internet, new regulations raise concerns over privacy and state control. #Starlink #satelliteinternet| Policy Circle
Weak wage growth is stalling consumption and denting India’s growth prospects, even as listed firms report soaring profits. #wages #salary #slowdown #economy #IndiaInc| Policy Circle
Trump tariffs expose a zero-sum strategy that demands India surrender key market access in agriculture, digital trade, and IP norms. #Trump #tariffs #agriculture #India #trade| Policy Circle
US tariffs on Indian exports could spur a SCO-led push to reshape global trade and payment systems. #UStariffs #SCOsummit| Policy Circle
With Trump’s tariff threats looming, India’s strategic autonomy faces its toughest test yet between East and West. #BRICS #QUAD #FTAs| Policy Circle
SEBI crackdown marks a crucial step in tackling manipulation and restoring investor trust amid a market boom. #SEBI #pennystocks| Policy Circle
Indian diplomacy must target integration of deep manufacturing and trade —not wide but shallow partnerships.| Policy Circle
When only a few employees know how to challenge algorithmic outputs, firms divide into decision‑makers and data‑bound executors amid rising deployment of Generative AI. #GenerativeAI #boardroom #society| Policy Circle
The #RBI's #CBDC pilot lacks mass adoption, highlighting gaps in incentives, usability, and market relevance. #digitalrupee #upi| Policy Circle
SCO-led initiatives seek to transform global trade and payment systems to bypass western financial control.| Policy Circle
India’s ability to govern Big Tech will define whether it remains a digital colony—or becomes a true sovereign in the AI-powered global economy. #AI #bigtech #google #meta| Policy Circle
With unified regulation, low costs, and long trading hours, GIFT City is positioning itself as India’s gateway to global capital.| Policy Circle
US-India trade — from textiles to auto parts — faces a steep decline as Trump turns tariffs into a weapon.| Policy Circle
Household debt in India is growing, but anchored by housing, education, and a resilient financial system. #EMIs #household #debt #credit| Policy Circle
Bharat Taxi, backed by top cooperatives, puts drivers in control with a shared ownership ride-hailing model.| Policy Circle
Policy Circle is a thought leadership platform dedicated to fostering informed dialogue on economy, public policy, and sustainable development.| Policy Circle
Rising tax burden and regulatory red tape are prompting wealthy Indians to seek foreign citizenship via golden visas.| Policy Circle
Indian economy continues to outperform peers, but sustaining growth will require deeper reforms and coordinated fiscal strategies.| Policy Circle
As India enjoys demographic dividend, northern states are still booming while the south ages fast. Industry and investment must follow people. #demographicdividend #population| Policy Circle
With high #inflation, foreign asset dominance, and looming fiscal constraints, the #UK economy must pivot towards industrial revival, trade reform, and smarter taxation. #gdpgrowth #stagflation| Policy Circle
A US trade court’s tariff smack-down trims Washington’s leverage, giving Delhi room to bargain hard in India-US trade talks. #trumptariffs #india-ustrade| Policy Circle
India’s #poverty levels have fallen sharply, but millions risk falling back without real-time #welfare and strong #publichealth infrastructure. #indianeconomy #gdpgrowth| Policy Circle
Without parallel fixes in school quality and faculty retention, campuses of foreign universities in India risk deepening the very inequalities they are meant to cure. #highereducation| Policy Circle
AI in education has become a norm— but can India’s education system teach students to use these tools without losing their moral compass? #AI #education #learning| Policy Circle
Debdulal Thakur is Professor, Vinayaka Mission’s School of Economics and Public Policy, Chennai.| Policy Circle
India’s public finance education needs a course correction—one that brings its own thinkers into the heart of fiscal policy discourse. #publicfinance #Arthashstra #Kautilya #education| Policy Circle
A differentiated, scenario-based strategy is vital to align funding, reform, and autonomy for India's urban local bodies. #policy #Indiancities| Policy Circle
Without courageous #succession planning, India’s #familyenterprises risk becoming monuments to past glory rather than engines of future #growth.| Policy Circle
Moody's downgrade of US sovereign credit reflects not just debt levels but a deeper malaise in America’s political and economic machinery. #Moody's #creditrating| Policy Circle
From #hashtags to #inflation, modern wars are won as much on #socialmedia and economic stability as they are on the battlefield. #inflation #misinformation| Policy Circle
With lawsuits mounting, India must urgently reform its copyright and liability laws to regulate generative AI responsibly. #AI #GenerativeAI| Policy Circle
Srinath Sridharan is a strategic counsel with 25 years experience with leading corporates across diverse sectors including automobiles, e-commerce, advertising and financial services. He understands and ideates on intersection of finance, digital, contextual-finance, consumer, mobility, Urban transformation, and ESG. Actively engaged across growth policy conversations and public policy issues.| Policy Circle
While Trump’s pronouncements at the Crypto Summit 2025 have thrilled industry leaders, it hasn't addressed concerns over market volatility, regulatory gaps, and conflicts of interest. #crypto #CryptoSummit2025| Policy Circle
Beneath the facade of transformative projects lies poor urban governance and neglect that betray the hopes of millions. #UrbanGovernance #infrastructure #cities| Policy Circle
Policy reforms and strategic investments are redefining India's education system, ensuring that state public universities remain at the forefront of national development. #universities| Policy Circle
While the government continues to increase allocation of welfare funds, unspent funds accumulating in state accounts reveal a disconnect between policy intent and execution. #welfare #policy #states #govt| Policy Circle
As the rupee plunges to new lows against the dollar, companies with foreign debt are grappling with soaring repayment costs and mounting financial strain. #rupee #foreigndebt| Policy Circle
With OMCs facing global price volatility, government subsidies and strategic diversification will determine the resilience of India's LPG industry. #LPG #OMCs #industry| Policy Circle
