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 »
India’s China+1 opportunity remains open, but cheap labour alone cannot deliver factories, supply chains and export competitiveness. #India #China Read more »
Fresh US tariffs threat exposes India’s dependence on the American market and the limits of export diversification. #US #tariffs #Exports Read more »
US sanctions add pressure on India’s Russian oil purchases, but the larger vulnerability is India’s dependence on imported crude. #crude #Russian Read more »
The Tata Sons IPO debate is about regulation, shareholder liquidity and the future of Tata’s ownership structure. #TataSons Read more »
RoDTEP can remove unrecovered taxes from exports, but deeper reforms are needed to make Indian manufacturing globally competitive. #export Read more »