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 »
Steel cartel

Steel cartel probe tests India’s competition regime

India’s steel cartel investigation will determine whether competition law can meaningfully discipline concentrated market power. #steel #cartel #CCI Read more »
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 »