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Global Geopolitics: BRICS Expansion

  • The BRICS group officially inducted six new full members, effective January 1, 2024.
  • The expanded membership includes the Islamic Republic of Iran, Saudi Arabia, the United Arab Emirates (UAE), Ethiopia, Egypt, and Argentina (though Argentina later declined to join).
  • Expansion aims to strengthen the collective economic leverage of the Global South.
  • Key focus areas of discussion included promoting de-dollarization through increased trade settlement in local currencies and improving connectivity infrastructure among member states.
  • The bloc’s share of the global population now exceeds 45%.

National Economic Policy: RBI Monetary Review

IndicatorCurrent StatusKey Rationale/Observation
Repo RateMaintained at 6.5%Focus remains on the sustained withdrawal of accommodation to anchor inflation expectations.
CPI Inflation ForecastRevised upwards (Q3 and Q4)Primarily driven by volatile food prices (especially vegetables and pulses) and impact of uneven monsoon distribution.
GDP Growth ProjectionMaintained (e.g., at 6.5% for current fiscal year)Supported by resilient domestic demand, strong manufacturing sector performance, and continued high capital expenditure by the government.
Liquidity ManagementIncreased use of Standing Deposit Facility (SDF)Strategy employed to manage system liquidity surplus and ensure balanced money market conditions.

Major Environmental Initiatives

  • Green Credit Programme (GCP): An innovative market-based mechanism designed to incentivize environmental action.

    • Aims to create demand for positive environmental behaviors by providing measurable credits for various activities (e.g., water conservation, afforestation).
    • Credits generated under GCP can be traded on a domestic exchange platform.
  • National Green Hydrogen Mission: Aims to establish India as a global hub for the production, utilization, and export of Green Hydrogen.

    • Target: Achieve production capacity of 5 million tonnes per annum (MTPA) by 2030.
    • Projected investment: Over ₹8 lakh crore (approx. 100 billion USD).
    • Expected outcome: Reduction of cumulative fossil fuel imports by over ₹1 lakh crore and abatement of nearly 50 million tonnes of CO2 emissions annually.
  • Conservation Status Update:

    • Project Tiger: Completed 50 years of operation; reported the Indian tiger population has stabilized and is growing moderately in several key reserves.
    • Cheetah Reintroduction: Efforts continue under the action plan to establish self-sustaining populations in the Kuno National Park, focusing on monitoring mortality rates and dispersal patterns.