For an international company looking at India today, the most useful question is no longer simply, “Should we invest in India?” The more relevant question is: “Where does India make strategic sense for us?” India has become increasingly relevant to global investors because of its scale, expanding manufacturing capabilities, supply-chain diversification and growing integration with international...
RBI Monetary Policy June 2025: Implications for Growth, Liquidity, Retail, and FII Sentiment
Overview: What Happened in June 2025 On June 6, 2025, the Reserve Bank of India (RBI) announced its latest monetary policy decision with a significant 50 basis point cut in the repo rate to 5.5%. The Cash Reserve Ratio (CRR) was also reduced in a staggered manner from 4% to 3%, injecting substantial liquidity into the banking system. The policy stance was changed from “accommodative”...
UK-India FTA Signed: What It Means for Trade, Talent & Tech in 2025
During my tenure at UK Trade & Investment (UKTI), we had a clear mandate—to double UK-India bilateral trade from £12 billion to £24 billion in five years. Back then (2012), this felt like a stretch target. Today, we’re aiming for $130 billion by 2030. It’s a reflection of how close, complex, and commercially relevant the UK-India relationship has become. And now, as of May 6, 2025, the UK and...
Rethinking the Fed’s Playbook: What May 2025 Tells Us About the Future of Inflation Targeting
Fed’s meeting minutes. It’s always stimulating to read the Fed’s meeting minutes.There’s a certain understated drama in them. The kind where a few lines quietly hint at how the world’s biggest central bank might steer the economy. For someone like me, who often lives between economic headlines and strategic footnotes, these documents are pure gold. And let’s be honest—Fed rate cuts, or even...
