gold price

Gold prices reflect global distrust in dollar, US policy

Gold price surge is driven by fiscal stress, central bank buying, and doubts over US policy credibility, not just geopolitics. #Gold #Dollar Read more »
India wind energy 2026, India’s energy transition

India’s energy transition needs resilience, not silver bullets

India’s energy transition needs a combination of fuel switching, storage, and tax reform to reduce vulnerability without slowing growth. #energy Read more »
US intervention in Venezuela

US intervention in Venezuela threatens rules-based global order

US intervention in Venezuela risks weakening rules-based international order, and normalising force over sovereignty. Read more »
hostility towards Indian Americans

Indian Americans and the limits of American nativism

Rising hostility towards Indian Americans reflects a political phase, not a structural shift in the US economy or policy. Read more »
Vodafone Idea

Saving Vodafone Idea is about competition, not charity

The Vodafone Idea crisis highlights how regulation, pricing wars, and capital constraints reshaped India’s telecom sector. #Vodafone #telecom Read more »
policy circle image

Grok episode: AI regulation in India risks stifling innovation

AI regulation in India should target misuse through enforcement, not new laws that risk slowing startups and innovation. Read more »
RBI,

RBI-government entanglement is a huge financial risk

Blurred lines between the RBI and the government weaken banks, bond markets, and accountability. #RBI Read more »
US Fed rate cuts

Fed rate cuts under pressure could backfire on growth

Political pressure for Fed rate cuts risks inflation, market discipline, and global economic stability. Read more »
battery storage

Battery storage is holding back India’s renewable transition

Without large-scale battery storage, India risks a renewable system that looks strong on paper but weak after sunset. #renewableenergy #battery Read more »
global economy

Global economy’s 2026 optimism masks deep fault lines

Despite strong forecasts, the global economy in 2026 faces trade, jobs, and fiscal risks policymakers cannot ignore. #globaleconomy #trade Read more »