India-US Trade deal

India-US trade deal keeps stalling despite strategic warmth

India-US trade deal is on cards, but tariffs, politics, and domestic constraints on both sides continue to block closure. #US #India Read more »
banking transparency

RBI’s push for banking transparency and the right to information

The push for banking transparency draws on Supreme Court precedent and lessons from India’s non-performing assets crisis. #banking #SC #NPA Read more »
Will US repeat a Venezuela in Iran?

Iran protests and the limits of the US Venezuela playbook

Iran protests revive talk of intervention, but the Venezuela experience shows why sanctions and strikes rarely produce political transition. Read more »
scheme rationalisation budget 2026

Scheme rationalisation is a test of India’s fiscal reform

As the Budget 2026 nears, the planned scheme rationalisation will reveal whether India is serious about expenditure reform. #policy Read more »
India's Russian oil imports

India, Russian oil and the risk of US trade coercion

A US threat of 500% tariffs over Russian oil exposes India’s energy and trade vulnerabilities, and the limits of strategic autonomy. Read more »
Europe's greenland dilemma

Europe’s Greenland dilemma as Trump threatens force

If the United States moves to take Greenland by force, Europe’s legal and military options shrink fast. Read more »
the new world order after trump

World order in flux: Testing US power and limits

Eroding rules will not lock in American supremacy; it will produce a more contested world order, with higher risks of conflict. Read more »
rare earths

Rare earths expose limits of India’s indigenisation push

India’s rare earths challenge is less about intent and more about time, scale, and structural dependence on China. #rareearth Read more »
services sector

Services sector slowdown signals limits of price-led growth

India’s services sector PMI has slipped to an 11-month low, exposing rising competition, stalled hiring, and fragile confidence. #services Read more »
trade policy, export competitiveness, trade deregulation India

Trade policy reveals confidence — and a competitiveness problem

Early year trade policy announcements signal urgency, but its reliance on subsidies and safeguards exposes competitiveness gaps. #exports #trade Read more »