How precision warfare, Saudi vulnerability and new regional alignments are changing the balance of power in the Red Sea
Lt Gen Syed Ata Hasnain (Retd)
Via WikiCommons
Pakistan’s diplomatic profile is rising even as economic strain, provincial tensions and conflict with Afghanistan expose the limits of its domestic resilience.
Via Wikicommons
Wholesale and retail inflation continued to accelerate as the war in West Asia pushed up prices, raising concerns about the inflation outlook.
Datametricx
Istock.com
For India, the waiver buys time but offers no lasting certainty. Temporary tariff relief is no basis for permanent trade concessions.
Ajay Srivastava
A-1 bonds can absorb losses. But a rescue does not give an administrator the authority to impose them.
Chandrika Soyantar
iStock.com
The BJP could turn anger over voter exclusions into a contest over identity, leaving the Opposition battling to keep the focus on accountability.
Rajesh Ramachandran
October policy action reflects a forward-looking response to widening inflation, unfinished cost pass-through and a narrowing real-rate cushion.
Sparsh Chhabra
istock.com
India has absorbed a fertiliser shock while keeping its deficit goal in reach. Now its subsidy budget must recognise risk before the next crisis.
B Sharathbabu
M S Ramaratnam
India’s chemical industry needs more than import protection. Competitively priced feedstocks, sensible tariffs and reliable supplies are essential to move up the value chain
Ritesh Kumar Singh
Gold prices fell as yields rose, yet ETFs attracted record inflows. Fiscal and geopolitical risks are changing how investors value the metal beyond interest rates
Atul Prakash
Tax breaks and stronger balance sheets have not delivered a broad private capex revival. Weak demand still limits the case for adding capacity.
Dhananjay Sinha
India’s small-merchant UPI rules rely on a ₹100,000 monthly threshold. As digital payments grow, that limit may no longer identify the businesses it was designed to protect.
Rabi N. Mishra
Komal Gupta
Michael Patra explains how exchange rate regimes shape monetary policy independence and why global forces constrain domestic policy choices
Michael Debabrata Patra
India’s growth push has relied on tax cuts, subsidies, capex and trade deals, but the measures look more like crisis responses than a sequenced strategy.
Arvind Mayaram
A Democratic House may constrain Trump procedurally, but tariffs and dollar strength will persist. India’s gains will depend on its ability to compete for investment
Nilanjan Banik
India’s GDP ambitions carry a political timetable. Rupee depreciation adds to the risk of pushing that timetable back.
Basis View
Mutual fund buying has outgunned FPI selling by a factor of over 5x even as markets continue to tank. The relationship isn't entirely cut and dry, though
Ujval Nanavati
India has eased TV ad rules, giving broadcasters more inventory to sell. The question is whether more advertising will create revenue or cheaper inventory.
Krishnadevan V
India has expanded its transport infrastructure, but fragmented networks constrain logistics efficiency. ITLA’s success will depend on better coordination, data and delivery
Shilpashree Venkatesh
Vivek Kaul is a writer and an economic commentator.
Michael Patra is an economist and former RBI Deputy Governor.
Dr Subbarao is a former governor of RBI
Arvind Mayaram, former Finance Secretary, is Chairman of the Institute of Development Studies, Jaipur.
Dr Ashima Goyal is an Economist, Ex MPC Member.
Ajay Srivastava is the founder of the Global Trade Research Initiative.
Abheek Barua is the former Chief Economist of HDFC Bank. He teaches at Ashoka University.
Vijay Singh Chauhan, a former IRS official, is a Senior Visiting Fellow at ICPP, Ashoka University
Gurumurthy is an ex-central banker who handled markets, and later, financial stability for RBI.
Gaura is Chief Economist at IDFC First Bank.
Sharmila Kantha is an industrial policy specialist and author.
Lt Gen Hasnain is Governor, Bihar, and Former Commander of Chinar Corps.
Dhananjay, a D-School alum, is CEO and Co-Head of Equities at Systematix Group.
Ex-civil servant Chavaly held key Railways, Finance roles; specialises in infra & PPPs
Srinath is an author, corporate advisor, and independent director on corporate boards.
Amitabh Tiwari tracks politics with a strategic eye