अरुणDr. Arun Kumar
Chief Economist
अर्थ
PROGRAMME № 02अर्थ
Economy & Bharat
MSME formalisation, productivity in agriculture, the informal labour question and India@2047.
SAMVĀD POLICY TRACKS
Programme Lead & Sādhana
Distinguished Scholars
Research Publications
Strategic Papers & Essays
Economy & Bharat
The Bania, the Babu, and the Brand: India's Third Commercial Revolution
From traditional family businesses and state bureaucracy to the rise of global consumer brands, India is undergoing a structural economic transition.
Vikram Iyer
May 25, 2026•13 min read
Economy & Bharat
Semiconductor Self-Reliance: A Roadmap for India's Chip Ambitions
In the modern digital economy, silicon is the new steel. India's chip ambitions require more than subsidies — they demand an ecosystem transformation.
Dr. Arun Kumar
May 10, 2026•8 min read
Institutional Memorandums
Policy Briefs & Directives
OFFICIAL BRIEFING№ 01
Decarbonizing Bharat: Strategic Transition Plan for Green Hydrogen Integration
This policy brief presents key recommendations for aligning India's maritime capabilities and industrial hubs with green ammonia mandates, electrolyzer custom duty exemptions, and capital incentives.
Department Action Target:
Ministry of Power
Establish unified green ammonia purchase mandates of 10% for agricultural fertilizer plants and chemical processing refineries by Q4 2027.
Published May 2026Read Policy Brief →
Think-Tank Dialogues
Scheduled Panels & Forums
🏛️ PHYSICAL CONVENING★
Samvād Geopolitical Forum: The India-Middle East-Europe Economic Corridor (IMEC)
An elite strategic think-tank discussion panel assessing the transport networks, trade velocity, and naval protection of the IMEC trade corridor.
Date & Schedule
15 June 2026
Logistics Venue
Teen Murti Auditorium, Teen Murti Marg, Chanakyapuri, New Delhi
Host: Samvād Geo-Strategy CoreJoin Dialogue →
Empirical Analytics
Analytical Trackers & Datasets
Economics METRICS
Strategic Union Budget & Developmental Allocations
Visualizes real-time capital flow transmissions from the central treasury pool down to primary infrastructure, defense, welfare, and clean energy grid nodes.
Key Audited Metrics:
- •Capital allocations for clean energy hydrogen initiatives grew by 48.8% YoY, reflecting carbon-neutral focus.
- •Defense aerospace modernization represents a critical $42.8B program, with indigenous assembly at 82%.
Updated May 2026View Tracker →
Economics METRICS
Bilateral Trade & Investment Flows Database
Granular real-time tracking of India's bilateral import-export value, tariff adjustments, and foreign direct investment (FDI) distributions across top partners.
Key Audited Metrics:
- •FDI inflows crossed $94.7B in 2026, setting a new annual record.
- •Computer Software & Hardware remains the top sector at $22.8B, growing 18.7% YoY.
Updated Apr 2026View Tracker →
Economics METRICS
Fiscal Deficit & Infrastructure Spending Dashboard
Analyzes capital expenditure allocations, highway constructions, port developments, and fiscal deficit trajectories of state and central bodies.
Key Audited Metrics:
- •Union CapEx grew 67% in 4 years, reaching $154.2B in 2026 — a historic fiscal stimulus.
- •National Highways delivery rate reached 94.2%, the highest in a decade.
Updated Apr 2026View Tracker →