Trump’s UN speech

Trump’s UN speech tests America’s claim to global leadership

Trump’s UN speech exposed a widening gap between American power and the credibility needed to exercise global leadership. #Trump #UN Read more »
rupee outlook

Rupee outlook: Why India’s external buffers matter

The rupee outlook depends on oil, capital flows, reserves and the long-term strength of exports and productivity. #rupee Read more »
Borrowers’ platform

Borrowers’ platform faces a test from creditors in the room

The new borrowers’ platform fills a gap in global debt governance, but its borrower-only ambition faces a changing creditor landscape. Read more »
New GDP methodology

New GDP methodology and the problem of measuring GVA

MoSPI’s new GDP methodology changes how India measures real manufacturing GVA, and here is what double deflation means. #GDP Read more »
World gold prices

World gold prices have a higher floor despite Fed rate hikes

Global gold prices face Fed pressure, but central-bank buying, Asian demand and geopolitical risks are creating a higher long-term floor. #gold #Fed Read more »
India's China+1 opportunity

India’s China+1 opportunity is not a low-wage contest

India’s China+1 opportunity remains open, but cheap labour alone cannot deliver factories, supply chains and export competitiveness. #India #China Read more »
BRICS 2026 New Delhi

BRICS 2026 reveals ambition contradictions and uncertain future

BRICS New Delhi Summit expanded the grouping’s ambitions, but geopolitical divisions and weak institutional clarity continue to challenge its future. Read more »
US tariffs, exports

US tariffs expose India’s dependence on one big market

Fresh US tariffs threat exposes India’s dependence on the American market and the limits of export diversification. #US #tariffs #Exports Read more »
Generative AI

Generative AI has changed the meaning of university degree

Generative AI makes conventional university assessment less reliable, and India needs stronger ways to verify learning without deepening inequality. #GenerativeAI #Degree Read more »
India’s Russian oil dilemma

India’s Russian oil dilemma goes beyond US tariffs

US sanctions add pressure on India’s Russian oil purchases, but the larger vulnerability is India’s dependence on imported crude. #crude #Russian Read more »