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PolicyCast Episode 24
Understanding the India–US interim trade agreement with Manoj Mishra
In this PolicyCast episode, Manoj Mishra decodes the India-US interim trade agreement, exploring its objectives, key provisions, strategic implications for Indian trade and exports, compliance risks and opportunities for businesses navigating the evolving bilateral trade landscape.
Article
Data governance in 2025–26: Navigating India and global regulatory shift in the age of technology and AI
India’s data governance landscape is transforming in 2025-26 with the operationalisation of the Digital Personal Data Protection (DPDP) Act and Rules. The article breaks down how businesses should adapt to evolving data protection standards, the role of the newly notified DPDP Rules 2025, compliance pathways across phased implementation timelines, and implications for risk, privacy, and cross-border data flows.
Thought leadership
Union Budget FY27
Union Budget FY27 prioritises predictability over big-ticket giveaways, focusing on long-term stability, self-reliance, resilient growth and inclusive access. This analysis explores how key ecosystems — climate, automation, regulatory frameworks, private capital and global value chains — are shaped by Budget 2026–27 measures.
Article
POV on Budget 2026 - Urban infrastructure
Union Budget 2026 resets India’s urban infrastructure agenda by boosting capital expenditure to ₹12.2 lakh crore, prioritising city economic regions, transport and last-mile connectivity and expanded access to finance to support urban growth and economic multiplier effects under the Viksit Bharat vision.
Article
Budget 2026: REITs, recycling capital and the next phase of Indian real estate
This article examines how REITs and capital recycling mechanisms are driving the next phase of Indian real estate by unlocking liquidity, enhancing investor participation and reshaping capital allocation in both commercial and residential segments.
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