Intelligence Library · Topic
Policy & Trade
Briefs examining Indian policy and trade — strategic autonomy, gig-worker welfare codes, coaching-centre regulation, pharma tariffs, production-linked incentives, defence exports, and currency and tariff exposure.
— Policy & Trade
10 published
- #TariffResetWash
The Tariff Reset Wash — What Each Indian Export Sector Realises After the 18% Reciprocal Reset
Three composite export operators. Three tariff-exposure pathways. One reset India doesn't decompose.
18%reciprocal tariff · Feb 2026 reset2026-05-20·9 min - #MobilityPremium
The Mobility Premium: What Three Indians Pay To Leave
Three composite emigrant profiles. Three mobility-premium pathways. One disclosure pattern.
$129 Bnremittance inflow · World Bank · #12026-05-20·9 min - #RealisedRupee
USD/INR Realised-Rate Gap: The Rupee India Inc Actually Pays
Three composite Indian corporates. Three operating-rupee gaps. One disclosure pattern.
~₹98operating rupee · modelled2026-05-20·9 min - #DefenceExports
Defence Exports: When the Pipeline Meets the Production Line
Three composite defence-export stakeholders. Three production-line scenarios. One ₹22K Cr export pipeline.
₹22K CrFY24-25 exports · MoD2026-05-15·9 min - #PLISchemeReality
PLI Scheme Reality: When the Outlay Meets the Disbursement
Three composite PLI-cohort operators. Three disbursement failure modes. One ₹1.97 lakh crore policy.
~25%outlay disbursed · DPIIT2026-05-15·9 min - #PharmaTariffExposure
Pharma Tariff Exposure: When the US Generic Margin Envelope Tightens
Three composite Indian pharma exporters. Three tariff-passthrough scenarios. One US generic margin envelope.
~40%US generic Rx volume · IQVIA2026-05-15·9 min - #CoachingCentreReckoning
The Coaching Centre Reckoning: When the State Regulates the Industry It Outsourced To
Three composite stakeholders. Three regulatory failure modes. One ₹58,000 crore industry under reform.
~₹58K Crindustry size · sector reports2026-05-14·9 min - #GigWelfareTrap
The Gig Welfare Trap: What the Code Says vs What the Cess Costs
Three composite gig workers. Three failure modes. One Code. The cess is enforceable; the benefit may not be reachable.
7.7 Cre-Shram workforce · MoLE2026-05-14·9 min - #ReelVsReality
Reel vs Reality: India's Performance Gap
Three lives. Three performance gaps. One architecture.
0.75 / 100Kpsychiatrists · WHO rec 32026-05-12·9 min - #StrategicAutonomyParadox
Strategic Autonomy. Or Chokepoint Management?
Three desks in South Block. Three currencies of risk. One paradox dressed as a doctrine.
$135BGulf remittances · FY24 · RBI2026-05-12·9 min
— Other Topics
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