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 »
India’s ageing population is rising steadily, but pension coverage remains shallow in a labour market where informal work still dominates. Read more »
Trump’s tariffs may raise barriers, but they cannot rebuild US manufacturing capability, skills, and supplier ecosystems. Read more »
As India’s GDP base year resets to 2022-23, here’s what changes in deflators, data sources, and interpretation. #GDP Read more »
The key risk to India’s FY26 GDP growth is not slowdown in one quarter, but uneven public capital expenditure and weak external demand. #GDP Read more »
ALMM, tech upgrades, and financing-led exports will shape India’s solar module manufacturing future after the 126% US countervailing duty. #solarmodule Read more »