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 »
Record RBI dividends and bond purchases have eased India’s fiscal arithmetic, but central bank support cannot be treated as a permanent source of comfort. #RBI #dividend Read more »
India’s dependence on imported crude and Gulf-linked gas leaves the economy exposed to a wider Iran conflict through several channels at once. #Iran #energy Read more »
The India-US trade framework eased immediate pressure on exporters, but the real story now is whether India uses its improved leverage to secure fairer and durable terms. #India #US #trade Read more »
The label “lifestyle disease” may sound harmless, but it narrows a complex NCD crisis into a story of personal failure, lets the government escape scrutiny. Read more »