Editor profile
Chief Editor, India Economy
Rajesh Kapoor specializes in India's macroeconomic trends, fiscal policies, and GDP growth. He provides strategic analysis of the nation's evolving economic landscape.
rajesh.kapoor@indiaeconomicpost.comAmid the Iran war pushing up oil prices and record outflows of foreign capital, India's central bank opted to keep interest rates unchanged, instead defending the rupee through fiscal and administrative measures. This decision reflects the policy predicament facing the Indian economy under external shocks and the need for long-term structural adjustment.
The global material handling integration market is expected to reach USD 129.53 billion by 2036, with India emerging as a key growth driver at a growth rate of 10.6%. This trend not only reflects the expansion of e-commerce and third-party logistics, but also marks a deep transformation in India's manufacturing upgrade and supply chain modernization.
Supply chain shifts are reshaping India's specialty chemicals industry. This article compares the strategies and finances of four leading companies, analyzing growth drivers and risks.
This article analyzes the opportunities for Indian specialty chemical companies amid the global China+1 supply chain shift, comparing the strategies, financial metrics, and investment value of four listed companies: Aarti Industries, Vinati Organics, Alkyl Amines Chemicals, and Clean Science and Technology.
Deep dive into India's top ten super infrastructure projects in 2026, revealing how they reshape the economic structure through transportation corridors, port upgrades, smart cities, and digital governance, driving manufacturing upgrades and global supply chain integration.
RSM's latest forecasts show U.S. growth rebounding to 2.2%, the UK at only 0.8%, Canada at 1.4%, and Australia at 2%. This article interprets these trends from an Indian perspective regarding their potential impact on exports, capital flows, and industrial upgrading.
The Veerixa commercial service platform has officially launched, incorporating AI Visibility and Search Visibility into the global communication resource selection system, reflecting that corporate information dissemination is extending from traditional media exposure to AI and search information discovery environments.
Based on Goldman Sachs Asset Management's 2026 investment outlook, this analyzes how India, with its growth resilience, digital payment expansion, and demographic dividend, has become a core anchor for emerging market investments in the multipolar global public market.
Based on the 2025-26 Economic Survey, this provides an in-depth analysis of the expansion of India's roads, railways, aviation, ports, and urban infrastructure, as well as their long-term impact on the economic structure, investment patterns, and global competitiveness.
India's export of 350 billion rupees worth of electronic components to China reflects the country's profound transformation from an assembly base to a high-end manufacturing hub. Based on data from Spherical Insights, this article analyzes the interactive logic of policy drivers, supply chain restructuring, and industrial upgrading.
Based on the classic analysis in the 2002 issue of *Frontline* magazine, this article re-examines India's growth trajectory, structural imbalances, and the "second-generation reforms" agenda following its 1991 economic reforms, providing historical coordinates for understanding India's ongoing economic transformation.
Vaibhav Sanghvi is bullish on the industrial and manufacturing sectors, expecting data center capital expenditure to reach 80-90 billion US dollars in the next four to five years. In-depth analysis of the main investment themes under India's economic structural transformation.
Rail Vikas Nigam Ltd (RVNL) has won a bid worth Rs 35.9 billion for a railway doubling project in Bihar, reflecting the Indian government's strategic intent to accelerate railway infrastructure and enhance freight and passenger capacity. This article analyzes the deeper implications of the contract from the perspectives of economic research, industry observation, and investment trends.
The Indian Railway Minister stated that India is becoming a major manufacturer and exporter of railway products, with complex electronic and propulsion systems already being exported to Europe, the United States, and Japan. This article analyzes the signals of industrial upgrading, supply chain integration, and enhanced global competitiveness behind this phenomenon.
Indian Commerce Secretary Rajesh Agrawal pointed out that India must build an innovation ecosystem and develop it in parallel with manufacturing capabilities in order to transform from a net importer of electronics to a net exporter. This article analyzes the growth of India's electronics manufacturing industry, policy support, and the necessity of innovation-driven development.
India is brewing the largest-scale reform of SEZs since 2005, attempting to revive this policy framework once regarded as an export engine. This article analyzes the economic logic, policy challenges, and long-term industrial impacts behind SEZ 2.0.
Based on the latest GDP, GST, and manufacturing data, analyze the structural changes behind India's economic resilience and their impact on the global supply chain.
Based on the latest GDP, GST, manufacturing and services PMI data, analyze the strong performance of the Indian economy in fiscal year 2025-26, revealing its structural transformation from consumption-driven to diversified support of investment and manufacturing.
India's Steel Minister calls on the entire industry to embrace emerging technologies such as AI and IIoT, marking the Indian steel industry's shift from scale expansion to an intelligent ecosystem. Through this policy signal, one can gain insights into the upgrading of India's manufacturing, the reshaping of global competitiveness, and the changes in investment logic.
India has one of the most active IPO markets in the world, but why has it yet to see a trillion-dollar listing like SpaceX? This article analyzes the deep-seated changes in the Indian economy behind this phenomenon from dimensions such as capital market structure, shortage of patient capital, and corporate profitability pressure.