The rupee depreciation is not just about higher crude prices, it is also about Hormuz disruption, thin inventories, and a risk-off global dollar cycle. #rupee Read more »
Oil shocks are no longer episodic events but structural strategic risks, and India should design a whole-of-system energy security framework. #oil #crude 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 »
The India-US trade framework eased immediate pressure on exporters, but the real story now is whether India uses its improved leverage to secure fairer and durable terms. #India #US #trade Read more »
The market panic over Iran conflict is understandable, but the bigger story is the rising cost of dependence on oil chokepoints and concentrated energy supplies. Read more »
The Iran conflict is no longer just a security crisis, it could disrupt energy flows and shake the world economy. 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 »