The Mecca defence pact lacks NATO-style military machinery, yet Turkish technology, Saudi finance and Pakistani capacity merit scrutiny. #Mecca #NATO Read more »
SEBI closing auction improves price discovery, but expiry volatility shows why derivatives settlement methodology needs a rethink. #SEBI Read more »
India’s NBFC funding concentration and maturity mismatches remain causes of worry as lending expands. #NBFC #banking Read more »
Oil triggered the global bond sell-off, but rising debt, inflation and heavy borrowing are forcing governments to confront higher financing costs. #bond
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The dispute over India’s GDP growth numbers exposes a flawed comparison but raises valid questions about revisions, deflators and data credibility. #GDP Read more »
At the SCO summit, India wanted to turn political ties with Russia, Iran and Central Asia into reliable trade routes, payments and market access. ##SCO #diplomacy Read more »
India’s widening trade and current account deficits show why lasting self-reliance depends on export competitiveness rather than household austerity. #exports #imports #CAD Read more »
India GDP growth at 7.8% is strong, but private investment, jobs, inflation and the West Asia shock will determine whether it lasts. #GDP #Economy Read more »
India’s 1991 economic reforms lifted growth and opened markets, but weak industrial policy left manufacturing and jobs lagging. #1991economicreforms #economy Read more »
India’s venture capital market is recovering, but large global cheques are moving towards AI, chips and deep tech where Indian firms still lack scale. #venturecapital Read more »