Section
Analysis and argument from the InfoHandle newsroom—our take on the stories behind the headlines.
We argue state power discoms must publish live monsoon outage maps with feeder-level timestamps before assembly poll season—not post-facto PDF apologies—because voters and small factories lose production hours when transformers fail in clusters politicians only notice after complaints trend.
We argue India should widen short-term import cover and targeted hedging for critical inputs during Trump–Xi FX swings—not slap reflex import bans that punish downstream factories—because rupee volatility this week exposed how thin policy buffers are for MSMEs buying dollar-priced components.
We need a published RBI foreign-exchange playbook for tariff-and-summit weeks—not breathless rupee panic headlines that confuse households with traders.
We should stop treating every GST rate tweak as a standalone favour to one sector; monsoon shortfalls need a published revenue floor and a single compensation pool, not endless carve-outs.
We should require Coal India and MSTC to show bid-screen latency timestamps on e-auction floors before spot price spikes, because five-minute extension rules reward the last confirmed click—not the trader who believed a bid had already registered.
We should require folio hashes in mutual fund SWP confirmation emails before asset managers paper over call-centre gaps with verbal assurances, because SEBI’s new demat SWP rules still leave SOA investors exposed to spoofed withdrawal notices.
