The Trump-Xi summit extended the trade truce but left issues such as AI, Taiwan and strategic rivalry largely unresolved. Read more »
India’s jobs problem goes beyond unemployment as millions compete for secure government jobs and informal work remains widespread. #jobs #employment Read more »
India's public sector insurers have a role in closing protection gaps, but their losses raise questions about pricing, capital and reform. #insurance Read more »
India’s GDP is growing rapidly, yet real wage growth raises questions about the durability of consumption-led growth. #GDP #wagegrowth Read more »
RBI’s liquidity balancing act is lifting the call rate while adding pressure to a government bond market facing heavy supply. #liquidity #RBI #bondmarket Read more »
The Trump-Xi summit could produce limited trade and AI agreements without resolving deeper US-China strategic disputes. Read more »
Trump’s UN speech exposed a widening gap between American power and the credibility needed to exercise global leadership. #Trump #UN Read more »
The rupee outlook depends on oil, capital flows, reserves and the long-term strength of exports and productivity. #rupee Read more »
MoSPI’s new GDP methodology changes how India measures real manufacturing GVA, and here is what double deflation means. #GDP Read more »
Global gold prices face Fed pressure, but central-bank buying, Asian demand and geopolitical risks are creating a higher long-term floor. #gold #Fed Read more »