The Iran conflict activates two powerful engines of capital accumulation for the US: defence-industrial expansion and post-conflict reconstruction markets. 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 IT industry built scale, exports and jobs through outsourcing, but AI, outcome-based pricing and weak R&D investment are exposing the limits of that model. #ITindustry Read more »
Trump's foreign policy was never anti-war, and the myth of restraint has collapsed into open coercion and sphere-of-influence politics. Read more »
Uttar Pradesh Budget 2026-27 bets on infrastructure, rural productivity, and technology, hoping to create durable jobs and structural change. 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 »
Washington’s Greenland stance tests NATO unity and Europe’s ability to assert strategic interdependence with the United States. 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 »