The Iran crisis and the standoff over Hormuz highlights a broader contest over financial infrastructure and the weaponisation of interdependence. Read more »
The debate over slowing AI is shifting from model safety to strategic competition, with China, open models and market power at stake. Read more »
India’s GDP is growing rapidly, yet real wage growth raises questions about the durability of consumption-led growth. #GDP #wagegrowth Read more »
RBI’s liquidity balancing act is lifting the call rate while adding pressure to a government bond market facing heavy supply. #liquidity #RBI #bondmarket Read more »
The Trump-Xi summit could produce limited trade and AI agreements without resolving deeper US-China strategic disputes. Read more »
Nepal’s devastating Himalayan floods have exposed the human and economic cost of a warming region, reviving demand for climate justice. Read more »
Trump’s UN speech exposed a widening gap between American power and the credibility needed to exercise global leadership. #Trump #UN Read more »
The rupee outlook depends on oil, capital flows, reserves and the long-term strength of exports and productivity. #rupee Read more »
The new borrowers’ platform fills a gap in global debt governance, but its borrower-only ambition faces a changing creditor landscape. Read more »
MoSPI’s new GDP methodology changes how India measures real manufacturing GVA, and here is what double deflation means. #GDP Read more »