Budget 2026

Budget 2026: Rural incomes are India’s weak spot

Strong GDP growth and slowing inflation hide widening rural income gaps that Budget 2026 can no longer ignore. Read more »
Venezuela crisis

Venezuela crisis adds new risks to India’s energy security

Venezuela crisis shows why India's energy security can no longer be separated from great-power rivalry. #Venezuela #energy Read more »
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 »