Iran war has revived fears over oil and LNG disruption, raising concerns about India’s energy security, and showing why coal cannot replace a balanced long-term strategy. #LNG #coal Read more »
India-Canada trade target is big, yet CEPA will face dairy, services and political overhang risks that once derailed bilateral ties. Read more »
Strong GDP growth cannot hide India’s labour market weakness: too many workers remain trapped in informal, low-paying employment. #GDP #jobs #unemployment 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 »
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 »
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 »