Policy Circle @policy_circle
Economy, policy, and sustainable development. policycircle.org New Delhi Joined November 2019-
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The India-US trade deal may offer relief from Section 301 tariffs. But India must not trade long-term policy space for short-term protection. #IndiaUSTrade #TradePolicy #Section301 policycircle.org/economy/india-…
Heat is no longer a summer inconvenience. It affects work, health, learning and urban life. India must move from heat advisories to heat governance, with cooling treated as public infrastructure. #ClimateAdaptation #UrbanIndia #Heatwave policycircle.org/opinion/coolin…
India’s fertility decline is a public health success. Ageing southern states, youthful northern states, delimitation, tax devolution and migration are now part of the same demographic story. #FertilityRate #Migration #PolicyCircle policycircle.org/society/fertil…
India met its FY26 fiscal deficit target. But spending by 50 of 55 ministries fell short of revised estimates. Fiscal discipline is useful only when it protects growth-enhancing spending. #FiscalDeficit #GovernmentCapex policycircle.org/economy/fiscal…
Indian cities are not just getting hotter. They are being built to trap heat. Concrete, asphalt, glass façades, weak ventilation, and shrinking water bodies have made urban heat a planning failure. #UrbanHeat #IndianCities policycircle.org/opinion/urban-…
Kerala’s migrant labour shortage is a warning. The delayed return of workers from Bengal and Assam shows Kerala cannot treat migrant labour as disposable. #KeralaEconomy #MigrantWorkers #LabourShortage #IndianEconomy #PolicyCircle policycircle.org/opinion/migran…
State market borrowings now finance 76.3% of states’ fiscal deficits. Borrowing costs are rising, and markets are starting to price state-level fiscal risk. #IndianEconomy #FiscalFederalism policycircle.org/economy/state-…
India’s new IIP series is more than a base-year change. With 2022-23 as base, it captures manufacturing, renewables, utilities, rare earths and waste management better. #IndianEconomy #IndustrialProduction #Manufacturing #PolicyCircle policycircle.org/policy/new-iip…
Rubio’s Delhi visit steadied US-India ties, but did not repair trust. Tariffs, Pakistan, China and immigration remain the hard tests. policycircle.org/world/us-india… #USIndia #Quad #IndoPacific
The India-US trade deal may offer relief from Section 301 tariffs. But India must not trade long-term policy space for short-term protection. The July 24 deadline is important. The fine print is more important. #IndiaUSTrade #PolicyCircle #Section301 policycircle.org/economy/india-…
India’s democratic anxiety is not proof of collapse. It reflects a crisis of institutional trust. From exams and jobs to corruption, citizens are asking whether institutions remain fair and accountable. #India #Democracy #Governance #PolicyCircle policycircle.org/opinion/indias…
ECLGS 5.0 can ease MSME liquidity stress after the West Asia shock. But guarantees cannot fix informality, delayed payments, collateral-based lending or poor infrastructure. #MSME #ECLGS #IndianEconomy policycircle.org/opinion/eclgs-…
India’s real-money gaming industry faces a three-layer squeeze: retrospective GST, state bans and the 2025 central law against online money games. #OnlineGaming #GST #SupremeCourt #policycircle policycircle.org/industry/onlin…
UPI is booming, but cash is not fading. RBI’s polymer note plan is best read as a currency-management reform: durability, security and lower lifecycle cost, if the pilot proves it. #RBI #UPI policycircle.org/economy/rbi-po…
India’s wellness industry is now serious business: yoga, AYUSH, wellness tourism, digital health, exports and jobs. But India’s global edge will depend on standards, science and trust. #ayurvedatourism #auysh #wellness policycircle.org/opinion/wellne…
Climate policy is moving from pledges to pricing. With CBAM reshaping trade, India’s 2026 BRICS presidency must push finance, guarantees, carbon-market rules, technology cooperation and adaptation. #BRICS #ClimateFinance policycircle.org/opinion/climat…
Kerala has exported talent and imported remittances for decades. That model gave stability, not enough jobs. The next Kerala model must turn diaspora capital into a serious employment engine. #KeralaEconomy #PolicyCircle policycircle.org/opinion/kerala…
India’s migrant workers need more than registration. Portable welfare, affordable housing, grievance redressal, and enforceable labour standards must become part of industrial policy. #PolicyCircle #migrantworkers #socialsecurity policycircle.org/policy/migrant…
West Asia crisis is now India’s energy security test. The shock can travel through fuel, fertilisers, food inflation and the rupee. India needs storage, diversification and contingency planning. #PolicyCircle #iranwar policycircle.org/opinion/energy…
India’s electric car share was about 4% in 2025, against a global EV share of 25%. The gap reflects weak charging access, high prices, policy churn and limited competition. #IndiaEV #ElectricVehicles policycircle.org/industry/ev-ad…
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