oil
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Trends
UPI’s Free Ride Is Ending But The Bigger Story May Be India’s Search For Fiscal Room. Are India’s Banks Strong Enough For The Kind Of Shocks India May Have To Absorb Next?
For more than six years, UPI has operated on a deceptively simple proposition: move money instantly, pay a merchant, scan…
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Trends
Trump’s Russian Oil Tariff Threatens India Even As The World Runs Out Of Predictable Oil. Iran And The Middle East Are Rewriting The Global Energy Map, But The Bigger Battle Is Over Who Controls The Next Barrel
The latest US move against countries buying Russian oil puts India in an uncomfortable position. Washington is considering tariffs of…
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Trends
India’s Economy Is Flashing Warning Signs, Foreign Investors Are Pulling Out, The Rupee Is Under Pressure And Yet The IPO Queue Keeps Growing. What Are Markets Seeing That Others Aren’t?
If there are genuine economic pressures building beneath the surface, why are markets holding up and why are startups preparing…
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Trends
Trump And Xi Reveal Positive Signals In Beijing As Putin Waits In The Wings; But What Happens To Iran Now?
Donald Trump is leaving Beijing just as Vladimir Putin prepares to arrive, placing China at the centre of an increasingly…
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Trends
Rupee Nears 100 Against The Dollar; Why The Rupee’s Relentless Slide Is Becoming A Major Economic Stress Test For India
The Indian rupee’s decline is no longer being viewed as a routine emerging-market fluctuation. What initially appeared to be temporary…
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Trends
Two Men, Two Superpowers, One Uncertain World; Trade, Taiwan, AI, And Iran: Why The Trump-Xi Summit Could Change Everything
As Donald Trump and Xi Jinping prepare to meet in Beijing, the world is watching far more than a diplomatic…
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Trends
India’s $1.3 Trillion Market Cap Rout, Why The Indian Stock Market Fall Is Faster And Deeper Than Expected. Is This 2020 Again?
India’s stock markets have seen a sharp and swift erosion of wealth, with total market capitalisation declining by nearly $1.3…
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Trends
Indian Equities In A Sell-Off That Spared No One: War, Oil And Outflows — The Three Forces Driving India’s Sharpest Market Fall In Years
Indian equities are in the grip of a sharp and widespread sell-off as escalating tensions in West Asia trigger a…
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Trends
War In The Gulf: Oil, Markets And Inflation Risks For India As The US-Israel-Iran Conflict Escalates
As the US-Israel-Iran conflict intensifies, its impact is already rippling far beyond the battlefield. Oil prices are climbing, investors are…
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Trends
Trump Puts Iran On Notice As Oil Markets Watch Closely. Diplomacy And Deterrence Collide In U.S.–Iran Standoff
During his State of the Union address to Congress, Donald Trump delivered the most consequential portion of his nearly two-hour…
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