India’s rare earths challenge is less about intent and more about time, scale, and structural dependence on China. #rareearth Read more »
India’s services sector PMI has slipped to an 11-month low, exposing rising competition, stalled hiring, and fragile confidence. #services Read more »
Early year trade policy announcements signal urgency, but its reliance on subsidies and safeguards exposes competitiveness gaps. #exports #trade Read more »
India’s steel cartel investigation will determine whether competition law can meaningfully discipline concentrated market power. #steel #cartel #CCI Read more »
Strong GDP growth and slowing inflation hide widening rural income gaps that Budget 2026 can no longer ignore. Read more »
Venezuela crisis shows why India's energy security can no longer be separated from great-power rivalry. #Venezuela #energy Read more »
Gold price surge is driven by fiscal stress, central bank buying, and doubts over US policy credibility, not just geopolitics. #Gold #Dollar Read more »
German chancellor Friedrich Merz's New Delhi visit highlights India’s ability to deal with Moscow and Europe in parallel. #Merz #diplomacy #Modi Read more »
US intervention in Venezuela tests the limits of international law, head-of-state immunity, and UN authority, with legal and geopolitical consequences. Read more »
India’s energy transition needs a combination of fuel switching, storage, and tax reform to reduce vulnerability without slowing growth. #energy Read more »