Sreedev Krishnakumar

.@sreedevkkumar unpacks the rupee’s current slump from a historical perspective

Is the war's energy shock shifting gears in India now?

Is there a larger economic message in onion traders crying about scarce diesel and missing trucks? kishoreroshan.substack.com/p/is-there-a-l…

India’s current BoP worries are rooted in a high trade deficit. Solving it requires robust manufacturing to import less/export more. Sth snapped in Indian manufacturing after 2008 GFC. It’s been overwhelmed by imports after that. China is the opposite story post 2008.

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As of Monday, Sensex is down 12% YTD, but the fall is not just about the West Asia crisis. FIIs have been selling Indian equities in most months since late 2024. And if DIIs weren't cushioning the blow, things would have been worse for Indian markets. Here's a closer look at this

India's current BoP anxieties are rooted in war driven high trade deficit+muted capital inflows. Capital flows are partly global sentiment. Poor trade performance is more structural to our economy. Unless we boost exports, things will remain precarious, I argue

New @CarnegieEndow paper w/ @louisetillin & Andy Robaina: The defeat of the government's delimitation bills has sharpened the debate over representation & regional power in India. We look at historical context, status of malapportionment & future scenarios carnegieendowment.org/research/2026/…

India's wholesale inflation surges to 8.3% on oil shock, weak rupee Read: hindustantimes.com/india-news/ind… @Roshanjnu & @sreedevkkumar ✍🏻 More in today's epaper 🗞️ epaper.hindustantimes.com

The local elections in one chart. Labour has been squeezed between the Greens in young wards and Reform in older working-class wards

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Trump landed in Beijing on Wednesday for perhaps the most important visit of his second presidency. While his rhetoric on protectionism to revive the US economy remains the same, the world and China have both changed much since his last visit. @Roshanjnu and I took a closer look.

#HTNumberTheory | Understanding India's external account challenge (✍️@Roshanjnu) hindustantimes.com/editors-pick/u…

Elections gone, reckoning (with the war) on. Indians have had it relatively better so far, but there will have to to adjustments With @sreedevkkumar

Why does it take time for #fire tenders to reach incident sites in #Delhi? Simple answer: rampant encroachment and unregulated parking. We used a laser measurement device to assess carriageway widths & found how little space there is. By @HemaniBhandari @KarnHT

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The 2026 local elections were Labour’s first big test under Keir Starmer, and the verdict was brutal. Reform, Greens and Lib Dems gained ground at the cost of Labour and Tories. Today’s HT Number Theory looks at what this means for politics in the UK.

When Suvendu Adhikari takes oath at its 1st BJP CM today, WB will see the beginning of one of the most important chapters of its history. It is foolish to deny history when it changes, but hubris to think of events, no matter how big, as the end of history. cc @NishantTISS

2026 is a watershed in Assam’s politics. With @naalmot

Number of suicides in 2024 22.7% higher than in 2019 @sreedevkkumar ✍🏻 hindustantimes.com/india-news/num…