Asia Decoded

Why are investors cooling on India? @CapEconomics’ Shilan Shah unpacks the disconnect between India’s robust growth and weak foreign investments with @Pri_Kishore youtu.be/K_a3zzB9PjY?is=s4CJ…

The IMF's classification of the INR regime to a 'crawl-like arrangement' highlights the inherent conflict between how the RBI describes the exchange rate system and how it manages it, argue @Sasi_Gopalan11 and Ramkishen Rajan in a guest commentary open.substack.com/pub/asiade…

Asia’s growth risks are compounding The Middle East war is tightening energy supplies, worsening terms of trade, and narrowing the policy space to cushion the blow, simultaneously.

The ongoing redirection of trade and investment flows triggered by US tariffs and Chinese overcapacity could hollow out traditional manufacturing in the economies caught in between, unless they they move decisively on reforms, warns @Pri_Kishore

Asia Decoded Can India become the world's largest economy?@berthofmanecon responds Want to know more? Watch our podcast on whether India and China could swap positions in the very long run youtu.be/pFLhpd2bN6Q?si=-q6c…

Can India become the world's largest economy? @CafeEconomics responds Want to know more? Watch our podcast on whether India and China could swap positions in the very long run youtu.be/cr5_mxo_3vw?si=f75i…

OECD long-term scenarios suggest India could be the largest economy before the end of this century and China the third largest. @Pri_Kishore speaks with @berthofmanecon and @CafeEconomics about the likelihoods of the outcomes. youtu.be/pFLhpd2bN6Q?si=N7JS…

The main shipping route for Asia’s oil and gas supply is under siege. Is the region’s energy security at risk? Read our take open.substack.com/pub/asiade… skr.ma/b9Y6L

Its as important for governments to budget for AI-driven growth as for addressing the distributional risks. Taiwan's consumption growth halved in 2025 from 2024, despite 8.7% GDP growth and cash handouts. For now, AI is an exclusive club with limited wider spillovers.

Those expecting a win-win US-India trade deal are bound to be disappointed by the framework for the interim agreement. But India’s terms are generous relative to SEA. open.substack.com/pub/asiade… skr.ma/XmMSJ