Everything is Everything Ep 114: What Should India Do?
Aug 29, 2025
The conversation dives into India's strategic response to a chaotic global order, examining the impact of U.S. tariffs and the complex India-U.S. trade relationship. Exploring historical economic growth from 1991 to 2011, the hosts advocate for globalization and foreign investment. They highlight the necessity for India to reform its economic policies, focusing on improved trade agreements and communication in policy-making. The discussion emphasizes the need for proactive engagement and innovation to thrive despite external pressures.
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Zero‑Rate Exports And Adopt A Carbon Tax
- Fix indirect taxes: zero-rate exports and refund all input taxes so exporters don't bear domestic levies.
- Pair a sound GST with an auditable carbon tax to avoid CBAM penalties and level the field abroad.
Tame Regulators, Strengthen Rule Of Law
- Reform regulators and reduce discretionary central planning to free firms from daily bureaucratic unpredictability.
- Strengthen rule-of-law mechanisms so businesses can rely on transparent, low-volume, stable regulations.
Make Courts Work For Contracts
- Fix judicial backlogs and enforce contract law so global supply chains can rely on Indian vendors and penalties.
- Ensure courts enforce back‑to‑back liability to make manufacturing networks function like clockwork.
