The India-UK FTA; Banks, AI, regulation; Education system, testing
Gains from the UK FTA
Updates
Writings by Ajay Shah and others
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Bilateral investment treaties - why to how; XKDR Forum newsletter
Bilateral investment treaties: From why to how
Indian AI Policy; Public finance at XKDR Forum; Food licensing; Prashant Narang
Indian AI Policy
15 EMs going into an examination hall; Growth strategy for Karnataka; AI for financial firms; A Melody story
15 EMs going into an examination hall
Retreat in financial economic policy; Market failure and the case for SOEs; A cool district-level dataset; XKDR Newsletter #50
Retreat in financial economic policy
A big push in economics; the Indian exchange rate regime
A big push in economics
Prioritise Japan; An easier oil shock; SEBI insider trading orders; Regulation conference
Prioritise Japan more
Political parties and the angst about GST; Call for papers; episodes
Political parties and the angst about GST
Securities Market Code Bill, 2025; India’s energy ambitions; Arbitration deadlines; Natasha Aggarwal
Comments on the Securities Market Code Bill, 2025
Reducing energy vulnerability; Messy regulatory footprints; episodes
Reducing energy vulnerability
Automatic stabilisation
A big oil shock is underway, that will pummel the Indian economy.
Indian services exports in the AI age
Exports of IT and IT-enabled services, by Indian firms or by foreign firms operating in India, are central to Indian economic success.
Cross-border restrictions against foreign travel; Too many third-party motor accident claims; Are all regulators equal?; Siddharth Raman; IIHS University
Cross-border restrictions against foreign travel
US trade deal; India's middle power dilemma; Single asset securitisation
Interpreting the US trade deal
Budget 2026; Gains from decontrol; The art and science of economic policy, on Coursera
Budget 2026
Mauritius treaty; Cholesterol in the GST; LLMs for regulatory orders; Unshackling the elephant by Anand Prasad
Mauritius treaty
Baseline for Kollam court reform; Electricity outages in Delhi;
Baseline for Kollam court reform
Fractured energy transition; EMC 2025; Costs in arbitration; episodes
Fractured energy transition
Carbon border tax from 1/1/26; Strategic thinking for pensions; Paying for electricity; Emerging markets conference 14-17 Dec; episodes
Carbon border tax in the EU from 1 January 2026
Emerging Markets Conference, 2025
We are now on the 16th run of the Emerging Markets Conference.