The Trump-Xi summit

Trump-Xi Summit ends with truce, not a settlement

The Trump-Xi summit extended the trade truce but left issues such as AI, Taiwan and strategic rivalry largely unresolved. Read more »
India’s jobs problem

India’s jobs problem is bigger than unemployment

India’s jobs problem goes beyond unemployment as millions compete for secure government jobs and informal work remains widespread. #jobs #employment Read more »
Public sector insurers

Public sector insurers need a new business model

India's public sector insurers have a role in closing protection gaps, but their losses raise questions about pricing, capital and reform. #insurance Read more »
India’s ageing population

India’s ageing population exposes a health data gap

India has extensive ageing data, but NFHS and LASI need to provide more timely evidence for elderly healthcare planning. #ageing Read more »
Faster wage growth

Faster wage growth key to India’s growth story

India’s GDP is growing rapidly, yet real wage growth raises questions about the durability of consumption-led growth. #GDP #wagegrowth Read more »
Surplus liquidity balancing

RBI’s liquidity balancing act moves to the bond market

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 »
Trump-Xi summit 2026

Trump-Xi Summit may extend the US-China trade pause

The Trump-Xi summit could produce limited trade and AI agreements without resolving deeper US-China strategic disputes. Read more »
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 »