The Morning Edge

Markets Cautious Despite Hopes of Trump–Xi Meeting

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

October 14, 2025 at 1:34 AM IST

White House

The Morning Edge

Risk-Off Mood Grips Markets as US-China Trade War Fears Resurface

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

October 13, 2025 at 1:44 AM IST

iStock.com/Rawf8

Geopolitics

Japan’s First Woman PM Faces Big Tests, And India Has a Stake in the Outcome

As Japan elects its first woman Prime Minister, Sanae Takaichi, India watches closely as her conservative nationalism and China stance could reshape Tokyo’s Asia strategy.

Saibal Dasgupta

October 7, 2025 at 9:01 AM IST

Via WikiCommons

Guardrails Key as India Pushes Rupee Abroad

India’s rupee push is bold—but trade gaps, credit risks, and shallow liquidity mean guardrails are key for lasting internationalisation.

Quixotic Banker

October 4, 2025 at 12:28 PM IST

Tragicomix

Nobel Committee’s Trump Problem

From peace talks to bleach cures, Trump’s legacy baffles the Nobel Committee: too vast for one medal, inspiring a new prize for sheer unintended innovation.

R. Gurumurthy

October 4, 2025 at 7:13 AM IST

Export Monitor

Indian Exports May be More than Just Faltering

India’s exports have weakened across major markets. A temporary surge in shipments to the US provided some relief, but rising tariffs have added pressure on growth prospects.

Rajesh Mahapatra

October 4, 2025 at 6:45 AM IST

iStock.com/MAGNIFIER

Fifteen Years After Pittsburgh, the Global Economy Is Still Out of Balance

Advanced economies evade discipline, BRICS build alternatives, and the IMF remains trapped between surveillance and sovereignty

Arvind Mayaram

October 2, 2025 at 6:08 AM IST

iStock.com

Grieving for Glaciers: Warnings Written in Ice, Water, and Memory

Ancient ice is retreating fast. As rivers shrink and seas rise, glaciers warn of a climate reckoning we can no longer ignore.

Michael Debabrata Patra

October 1, 2025 at 12:51 AM IST

iStock.com

The World is No More Flat: Rethinking Globalisation

Globalisation has not ended but entered a phase of rewiring, shaped by nationalism, geopolitical rivalry, climate shocks, and fragile supply chains. What must firms do to adapt?

Srinath Sridharan

September 30, 2025 at 6:56 PM IST

iStock.com

Geopolitics

India’s Message to the World in the SCO that Everyone Missed

At the SCO summit, India balanced ties with Myanmar’s junta and China’s growing sway, while signalling its role as a trusted regional partner.

Rami Niranjan Desai

September 30, 2025 at 6:48 AM IST

PIB

Not Just Make in India, Chips Need to be Made by India

Without owning semiconductor IP, India risks dependence. Building and backing its own chips is the real test.

TK Arun

September 24, 2025 at 6:46 AM IST

iStock.com

Between Washington and Beijing, Can India Script Its TikTok Future?

India’s TikTok question is not about short videos but digital sovereignty, strategy, and whether Delhi can carve out a distinct “third way.”

Srinath Sridharan

September 24, 2025 at 6:33 AM IST

ASphotowed

Plaza Accord at 40: A Time Capsule of Macroeconomic Diplomacy

Forty years after the Plaza Accord tamed an overvalued dollar, can Washington still bend currencies to its will in a multipolar, fast-moving financial world?

R. Gurumurthy

September 22, 2025 at 1:44 PM IST

iStock.com

When America’s Farm Muscle Becomes its Geopolitical Weakness

The US, long dominant in farm exports, now faces a bruising reckoning as China turns elsewhere for its needs, exposing America’s fragile dependence.

G. Chandrashekhar

September 19, 2025 at 6:55 AM IST

iStock/beklaus

India’s Gold Muscle Is Wasted Without Market Credibility

India buys a fifth of the world’s gold yet takes cues from London and New York. Without trust, transparency and reform, import muscle means little.

G. Chandrashekhar

September 18, 2025 at 9:35 AM IST

stock/Andy

China's "Trump" Card

Xi used the SCO summit to pitch a sovereignty-first multipolar alternative to the Western-led order.

Ian Bremmer

September 10, 2025 at 3:12 PM IST

PMO

SCO Summit: Beyond the Optics of Alignments

The Tianjin summit will offer many images of warmth between India, China and Russia, but the substance lies in India’s careful balancing of sovereignty and flexibility.

Srinath Sridharan

September 1, 2025 at 7:56 AM IST

PMO

India at the SCO: Strategic Autonomy in a Multipolar Moment

Can India convert the SCO into a stage for quiet diplomacy without being cornered into alignment?

Lt Gen Syed Ata Hasnain (Retd)

September 1, 2025 at 5:06 AM IST

PMO

Why India Should Continue to Buy Oil from Russia

India’s Russian oil imports aren’t about cheap barrels—they’re about strategic autonomy. Stopping now could weaken India’s leverage between the US, China, and Russia.

TK Arun

August 30, 2025 at 9:20 AM IST

iStock.com

Why India and China Will Struggle to Mend Relations

Despite new diplomatic gestures, can India and China truly reset ties when borders remain tense, Pakistan looms large, and trade imbalances keep mistrust alive?

Sanjay Pulipaka

August 30, 2025 at 5:03 AM IST

PMO

Appeasing China Won't Help India Counter Trump

Past experience indicates that China is far more likely to exploit any hint of Indian weaknesses than act as a reliable partner.

Brahma Chellaney

August 29, 2025 at 1:33 PM IST

PMO/Via WikiCommons

Between Washington And Beijing: India’s Search For Strategic Space

As Washington recalibrates and Beijing signals a thaw, India must weigh economic openings with China while navigating the shifting US–Russia dynamic

Lt Gen Syed Ata Hasnain (Retd)

August 22, 2025 at 12:00 PM IST

PMO Tweet

Fresh China Bonhomie Shouldn’t Sidetrack Imperative of Self-Reliance

China has eased some export curbs to India, but with a $100 billion trade deficit and sweeping import dependence, India’s only real shield lies in building self-reliance and resilient supply chains.

Ajay Srivastava

August 20, 2025 at 1:59 PM IST

AI

Is DeepSeek Really A Threat?

DeepSeek’s AI breakthrough has sparked comparisons to Tesla’s AC revolution, potentially reshaping AI with cost-effective models. While its claims remain unverified, a success could disrupt Nvidia’s dominance and redefine AI development. Instead of fearing foreign advancements, the U.S. must focus on leveraging global innovations while safeguarding critical technologies from hostile regimes.

Amar Bhide

January 31, 2025 at 1:24 PM IST

How Trump’s Anti-Globalism Could Backfire

Trump's tariff-driven economic strategy clashes with America's reliance on foreign capital, risking a debt crisis if global investors pull back. Protectionism, market instability, and retaliatory policies could undermine Trump's promised economic revival.

Harold James

January 31, 2025 at 6:49 AM IST

The Bureau

Markets Cautious Despite Hopes of Trump–Xi Meeting

India’s September Retail Inflation Lowest Since 2017; Core Rises to 4.5%

Gold ETFs Log Record Inflows in September; Equity Fund Inflows Ease for Second Month

Steel Industry Gets Temporary Relief on BIS Rule; GTRI Urges Full Rollback

As Bihar Turns Into a Battleground, Swing Voters Could Rewrite the Map

India’s Biggest Investor Base Is Still on the Sidelines

Centre Primes States With Early Cash Before Festivals

RBI Reopens Rate Door, December Cut Alive

Will India's Ban on Online Money Games Work? Or Will It Meet the Same Fate as Liquor Prohibition?

Jallikattu: Tamil Nadu’s Ancient Bull-Taming Tradition