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 »
India’s dependence on imported crude and Gulf-linked gas leaves the economy exposed to a wider Iran conflict through several channels at once. #Iran #energy Read more »
India’s smartphone PLI delivered export growth, but domestic value addition stayed shallow, and the next phase must reward localisation. #PLI Read more »
The Iran conflict is no longer just a security crisis, it could disrupt energy flows and shake the world economy. Read more »