The clerical order if the Islamic Republic may fall, but a friendly regime in post-Khamenei Iran remains the least likely outcome. 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 label “lifestyle disease” may sound harmless, but it narrows a complex NCD crisis into a story of personal failure, lets the government escape scrutiny. Read more »
India’s smartphone PLI delivered export growth, but domestic value addition stayed shallow, and the next phase must reward localisation. #PLI Read more »
India has built state capacity at scale, but its political debate is drifting away from jobs, education, healthcare and judicial reform. #politicaldebate Read more »
The AI Impact Summit 2026 gave India visibility and a sovereign AI pitch, but the harder task is deployment across language, compute, jobs, and governance. 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 »