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 »
ALMM, tech upgrades, and financing-led exports will shape India’s solar module manufacturing future after the 126% US countervailing duty. #solarmodule Read more »
NMP 2.0 expands asset monetisation across highways, coal, ports and railways, but execution and fund redeployment will decide outcomes. #NMP #assetmonetisation Read more »
RBI Payments Vision 2025 scaled digital payments, but usability, accessibility and fraud protection still lag for many users. #UPI #RBI #payments Read more »