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 target is big, yet CEPA will face dairy, services and political overhang risks that once derailed bilateral ties. Read more »
Diversifying LPG imports, maximising refinery output, and using exports as a shock absorber can help manage the shortages in near term. #LPG Read more »
India’s FY27 growth may land in the 7-7.4% range under the new GDP series, but the question is whether that growth is broad-based and job rich. Read more »
The 4.3% fiscal deficit figure tells only half the story; what matters is that India is moving closer to borrowing for asset creation rather than consumption. Read more »
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 »