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.comIn-depth analysis of key data for the Indian economy in the 2025-26 fiscal year, exploring the structural transformation, consumption resilience, and sound fiscal policies behind its 7.4% GDP growth and how they lay the foundation for long-term growth.
Analyze the opportunities and challenges for India's manufacturing sector in the wave of global supply chain diversification. Discuss the profound impact of geopolitical risks, energy reliability, and technological upgrades on India's "China+1" strategy.
This paper analyzes the economic evolution of India from its independence to the present, examining four key stages: from state-led industrialization to market liberalization and to contemporary structural challenges. It explores the growth drivers of the Indian economy, the potential for middle-class expansion, and the structural problems currently facing the country.
Based on Goldman Sachs' forecasts, analyze the potential impact of the new US-India trade agreement on India's economic growth, explore the drivers of consumer recovery, inflation outlook, and structural changes in foreign investment inflows and investment intentions.
Analyze the trend of new generation technology companies listing in India, and explore the profound impact of sectors such as D2C and fintech on the upgrading of India's economic structure and the maturation of the capital market.
Analyze the structural changes in India's GDP growth potential and private consumption market size, and explore the long-term narrative of how the expansion of the middle class will drive future economic growth.
Amid 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.