ORFEcon

#WestBengal doesn't suffer from a shortage of manufacturing enterprises, it suffers from a shortage of enterprise growth. The state's challenge is not creating more firms, but enabling #MSMEs to scale, formalise, and move into higher-value production: Kumkum Mohata or-f.org/39688 #Manufacturing #IndustrialPolicy

#BRICS’ success should not be measured by how many members it adds or how much finance it mobilises. Its real test is whether it can give developing countries greater agency over their development choices and reshape global economic governance: @DrNilanjanG or-f.org/39892 #DevelopmentFinance

#India’s data centres use far less water nationally than major industrial sectors, but rapid growth in stressed cities makes local impacts significant. Better disclosure, efficiency standards and non-potable water use are needed: @DrNilanjanG & Khush Advani or-f.org/40044 #WaterSecurity #AI

#EconomicDiplomacy cannot compensate for a weak business environment. For investors, transparent policymaking, reliable infrastructure, lower logistics costs and easy access to land and electricity remain more fundamental than outreach alone: @AVIRAL96 or-f.org/40198 #India

#Sugar hit ₹63/kg in India on 24 Aug — up 29% in a month. The world market had a 2.2 million tonne surplus, with prices still falling. #India's sugar shock was made at home, not imported: @BardhanArya or-f.org/40355 #SugarPrices #Agriculture

Japanese PM #SanaeTakaichi's visit offers a timely opportunity to deepen #India-#Japan economic and defence ties. As geopolitical uncertainty grows and US commitment to the #IndoPacific is questioned, New Delhi and Tokyo have every reason to strengthen their strategic partnership: @SujanChinoy or-f.org/39431

AI’s biggest labour-market effect may not be layoffs, but slower hiring. As existing workers become more productive, fewer entry-level roles may emerge—an intensive-margin shock that unemployment and payroll data are poorly equipped to detect: @BardhanArya & Siddharth Joshi or-f.org/39399 #AI #IndiaEconomy

Three separate studies (#OpenAI, Anthropic, Google) find the same thing: #AI deployment is wide but shallow. It shows up in 2/3 of occupations but touches only 1/5 of tasks within them. It's augmenting jobs, not replacing them — for now: @BardhanArya or-f.org/39875 #Economy

#India-#UK Comprehensive Economic and Trade Agreement (#CETA) offers its clearest MSME opportunity in textiles and apparel, where strong competitiveness meets high small-firm participation. In sectors with weaker capabilities, tariff preferences alone may not deliver broader gains: Kumkum Mohata & Damayantee Majumdar or-f.org/39860

Indian states have a lesson to learn from #Asia’s late industrialisers: successful industrialisation depends not just on incentives, but on bureaucratic capability. For states like #Gujarat and #TamilNadu, the next strategic import could be institutional know-how: @srijshukla or-f.org/39904 #Industrialisation

#BRICS 3.0 could shift the focus from alternative payments to interoperability across #finance, digital systems, technology, manufacturing, and connectivity — expanding economic choices without replacing one form of dependence with another: @DrNilanjanG or-f.org/40543 #GlobalSouth

#India’s next growth challenge is not simply creating more economic output, but ensuring it translates into wider opportunity. Stronger state capacity, productive employment, skills, and public services will determine whether growth delivers upward mobility for millions of households: Manish Vaidya & Kumkum Mohata or-f.org/40166 #IndianEconomy #ViksitBharat2047

Indian states are increasingly competing for foreign investment, creating a healthier investment environment by making governments more proactive and responsive to investor concerns. Competition can improve the proposition offered to global businesses: @AVIRAL96 or-f.org/40198 #Investment #India

#India's #sugar stocks ran dry after three straight years of producing less than it consumed—even as it kept exporting, shipping out roughly 4 million tonnes while draining reserves to cover the shortfall: @BardhanArya or-f.org/40355 #SugarPrices #Agriculture

#BRICS 3.0 could shift the focus from alternative payments to interoperability across #finance, digital systems, technology, manufacturing, and connectivity — expanding economic choices without replacing one form of dependence with another: @DrNilanjanG or-f.org/40543 #GlobalSouth

Corporate net-zero plans keep missing smallholder farmers, the people at the start of the food chain. Bringing them in can cut emissions and raise rural incomes at the same time: @BardhanArya, @shoba_suri, Nitin Rao, Kritika Banerjee, Sjoerd Panhuysen, & Sumit Roy. Read the full report 👉 or-f.org/40658 #Scope3 #NetZero #ESG

The biggest jump on the Scope 3 Performance Index comes from the supply chain. Getting Tier-1 suppliers, by procurement spend, to meet clear environmental standards moves the score more than almost anything else: @BardhanArya, @shoba_suri, Nitin Rao, Kritika Banerjee, Sjoerd Panhuysen, & Sumit Roy. Read the full report 👉 or-f.org/40658 #Scope3 #NetZero #ESG

The analysis, written by @DrNilanjanG and edited by @shoba_suri & @Shruti794, shows that, if only 25–35% of the structural shock is transmitted to consumers over the short- to medium-term, headline CPI inflation may remain within the RBI's tolerance band of 2–6%, at roughly 4.5–5.0%. or-f.org/39169

GPIF holds roughly $931bn in foreign assets. Japanese households hold ¥2,230 trillion, over half in cash. India cannot treat the Japanese capital as a diplomatic entitlement. It will have to compete for it: @soumyabh_swears or-f.org/39865 #India #Japan

#Coal remains central even as renewable capacity grows for fossil-dependent industrialisers, such as India and South Africa, reflecting that transition is inseparable from affordability and access. Edited by : @HeenMak & @jhanvi_t or-f.org/40027 #EnergyAccess