Global trade reset

Global trade fragmentation: Why supply chains now follow geopolitics

Global trade is being reshaped by geopolitics, security concerns and supply chain resilience, creating new risks and openings for India. Read more »
India strategic autonomy

India’s strategic autonomy must rest on manufacturing strength

India cannot sustain strategic autonomy while manufacturing stays shallow, oil dependence remains high, and human capital gaps weaken productivity. Read more »
Indian economy

Indian economy’s growth challenge is jobs, skills and state capacity

The Indian economy has moved beyond low GDP growth, but its central economic challenge is now jobs, labour quality and state capacity. #economy Read more »
remittances to India

Remittances to India rise as Iran war triggers panic transfers

The recent rise in remittances to India from West Asia is being driven less by prosperity than by fear, as migrant workers send precautionary transfers amid rising uncertainty. #remittance Read more »
Peterson study on India GDP mis-estimation

India GDP mis-estimation debate deserves a serious hearing

India GDP mis-estimation is no longer a fringe claim but a serious policy question about how growth and inflation measured. Read more »
oil shocks

Oil shocks and crashes: Where are we headed with the 2026 crisis?

Past oil shocks reshaped energy policy and fuel use, but the latest disruption may reinforce trends already reducing the world’s reliance on oil. Read more »
digital trade agreements

Digital trade agreements will test India’s data sovereignty

Digital trade agreements will shape data flows, payments, and platform power, and India needs openness without surrendering policy space. #trade Read more »
Trump tariffs

Trump tariffs and the new grammar of global trade

Trump tariffs are about more than duties, they reflect a deeper turn to economic nationalism, weaker WTO enforcement and a harsher geopolitical logic. #trade #WTO Read more »
India-Canada trade pact

India-Canada trade deal is back, but trust and terms will decide its fate

India-Canada trade target is big, yet CEPA will face dairy, services and political overhang risks that once derailed bilateral ties. Read more »
LPG import dependence

LPG import dependence meets Hormuz disruption: Indian kitchens may feel the pinch

Diversifying LPG imports, maximising refinery output, and using exports as a shock absorber can help manage the shortages in near term. #LPG Read more »