The Return of Global Imbalances: How the US Deficit and China’s Industrial Subsidies Threaten a New Crisis
Global imbalances are back

The global economy is in a precarious position with heightened geopolitical frictions and the geoeconomic fragmentation of supply chains

Fuel tax debate: Some myths
Fuel tax debate: Some myths

Fuel in India is actually under-taxed, reflecting bad economics camouflaged as pro-poor policy

Why global buffer stocks are the only thing preventing a $150 crude oil nightmare. (AI-generated image from ChatGPT)
An economic crisis is brewing

The closure of the Strait of Hormuz has slashed global oil production by 11 million barrels per day. While existing…

Shadow of Conflict: How the West Asia Crisis is Triggering a Labor and Remittance Shock in India
When labour moves, economy follows

A real-time migrant mobility monitoring mechanism linked to cluster-level employment data would give policymakers an earlier signal than quarterly national…