President Donald Trump’s foreign policy and his handling of America's allies shows India must rely on leverage, not leader-level chemistry. Read more »
India’s rice and wheat surplus stocks reflect not just food security, but also a cereal-heavy procurement policy that now imposes fiscal and ecological costs. #foodgrain #PDS Read more »
Iran war has revived fears over oil and LNG disruption, raising concerns about India’s energy security, and showing why coal cannot replace a balanced long-term strategy. #LNG #coal Read more »
India-Canada trade target is big, yet CEPA will face dairy, services and political overhang risks that once derailed bilateral ties. Read more »
Diversifying LPG imports, maximising refinery output, and using exports as a shock absorber can help manage the shortages in near term. #LPG Read more »
Trump's foreign policy was never anti-war, and the myth of restraint has collapsed into open coercion and sphere-of-influence politics. Read more »
India’s FY27 growth may land in the 7-7.4% range under the new GDP series, but the question is whether that growth is broad-based and job rich. Read more »
The rupee depreciation is not just about higher crude prices, it is also about Hormuz disruption, thin inventories, and a risk-off global dollar cycle. #rupee Read more »
The clerical order if the Islamic Republic may fall, but a friendly regime in post-Khamenei Iran remains the least likely outcome. Read more »
Record RBI dividends and bond purchases have eased India’s fiscal arithmetic, but central bank support cannot be treated as a permanent source of comfort. #RBI #dividend Read more »