Sovereign gold bonds delivered stellar returns to investors, but their redemption cost is testing India’s fiscal resilience. #goldbond Read more »
Rising Japan interest rates are redrawing incentives for global investors and narrowing the space for emerging markets to diverge from global trends. #Japan #Yen Read more »
India’s investment divide reflects policy and governance gaps, with public capex and execution holding the key. #investment Read more »
India’s stalled FTAs with the US and EU reflect deeper tensions between global rules and domestic political economy.
#EU #FTA #UK Read more »
India-New Zealand FTA is small in scale but large in strategic intent, signalling a shift towards trust-based trade integration. #FTA #NewZealand Read more »
US-led WTO reform proposals question MFN and SDT, raising fears of a shift from rules-based trade to power-based bargaining. #WTO Read more »
India’s strong GDP growth numbers mask deep measurement flaws, and a major revision in 2026 seeks to fix how consumption and services are counted. #GDP Read more »
Gold prices have surged, but the forces behind the rally remain strong in the near and long term. Read more »
RBI’s aggressive rate cuts may revive demand, but asset bubbles pose a growing risk to financial stability. Read more »
Mexico’s tariff hike is a reminder that predictable free trade is fading, forcing India to rely on strategy, not sentiment. #Mexico #trade Read more »