Can India shape the next commodity super-cycle?

Commodity super-cycles last decades and the previous one was driven by China. Is the world ready for another round, and can India lead structural long-term shifts in global demand?

G. Chandrashekhar

September 22, 2026 at 6:26 AM IST

istock.com

Market Wrap

Indian Equities End Mixed as US Fed Hawkishness, Oil Prices Offset Bargain Buying

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

September 17, 2026 at 12:51 PM IST

US Fed

Opinion

RBI Must Begin Rate Hike Cycle as Inflation Accelerates

India’s inflation is climbing as wholesale pressures, costly crude and surplus liquidity strengthen the case for RBI to rethink its 5.25% repo rate.

Dhananjay Sinha

September 15, 2026 at 3:48 AM IST

SBI Research sees RBI rate hikes in Oct, Dec on oil, CPI risks

BasisPoint Insight

September 12, 2026 at 10:52 AM IST

Shifting RBI Signals Sap Gilt Trading; August Turnover Drops 20%

Government bond turnover fell 20% in August despite heavy fresh supply. Tighter spreads suggest liquidity was available. Conviction was not

Nishat Anjum

September 10, 2026 at 6:37 AM IST

Istock.com

Building Resilience in a Fracturing World

From Hormuz to semiconductors, India is quietly redrawing its resilience playbook as global shocks expose the cost of dependence on fragile supply chains

Michael Debabrata Patra

August 25, 2026 at 3:26 AM IST

Indian Strategic Petroleum Reserves Limited

India’s July trade gap widens as electronics, oil imports drive surge

BasisPoint Insight

August 13, 2026 at 11:54 AM IST

July Inflation Leaves No Room for Complacency

Headline inflation barely moved, but food, fuel and service costs are firming as temporary offsets fade and risks gather beyond August.

BasisPoint Insight

August 13, 2026 at 3:12 AM IST

iStock.com

Grown, Not Drilled: Ethanol Could Be India’s Most Exportable Idea

Ethanol blending has replaced over 31 million metric tonnes of crude since 2014-15, saving Rs 1.9 trillion in foreign exchange and shrinking a strategic vulnerability while building a new rural income stream. At a time when energy security is a matter of national urgency, ethanol has become India’s most exportable idea.

Nilanjan Banik

August 12, 2026 at 11:11 AM IST

istock.com

Monetary Policy

RBI Holds Repo Rate at 5.25%, Retains Neutral Stance, Seeks More Time

The Reserve Bank of India’s Monetary Policy Committee says headline inflation had moved above the 4% target, though the increase was marginally lower than projected.

BasisPoint Insight

August 5, 2026 at 4:49 AM IST

iStock.com

Monetary Policy

What Would Actually Make the RBI Hike?

Markets have largely priced in a pause at the August MPC meeting. The more consequential question is what comes after — and what it would take to get there.

Radhika Piplani

August 3, 2026 at 5:33 AM IST

istock.com

RBI’s Tightrope Narrows as Oil, Rupee and Inflation Risks Rise

Oil volatility, rupee pressure and uncertain inflation leave the RBI little room as it balances price stability, liquidity and growth.

Madhavankutty G

July 31, 2026 at 12:41 PM IST

Istock.com

Geopolitics

Blumenthal’s Tariff Should Push India, China and Russia into a Cosy Corner

The US Senate's bipartisan push for punitive tariffs on countries buying Russian oil is more than a trade measure. The move presents a rare opportunity for India, China and Russia to deepen strategic cooperation and reshape the emerging global order.

Rajesh Ramachandran

July 31, 2026 at 7:50 AM IST

PMO

India Faces Fresh Tariff Risk as US Senate Advances Russia Sanctions Bill

The bill gives US President broad discretion over whether to impose tariffs and which countries to target.

Ajay Srivastava

July 29, 2026 at 3:01 PM IST

Policy Caution Likely As Inflation Risks Loom

Rising oil prices, patchy monsoon and shipping disruptions are narrowing India’s inflation cushion, making a cautious RBI policy stance increasingly likely.

Anubhuti Sahay

July 27, 2026 at 4:01 AM IST

RBI

OIS Curve Prices in Rate Hike by December on Persistent West Asia Worries

Srijita Bose

Nandinee Keluskar

July 24, 2026 at 8:25 AM IST

Market Wrap

Banks Weigh on Equities; Rupee Slides on Oil Rally, West Asia Risks

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

Dehuti Jani

July 20, 2026 at 12:30 PM IST

istocks/imaginima

India’s Markets Look Resilient Even as the Economy Loses its Shock Absorbers

Geopolitical shocks are recurring as India’s growth, household demand and policy buffers weaken, exposing a growing gap beneath market resilience

Dhananjay Sinha

July 18, 2026 at 8:22 AM IST

McKay Savage/Via Wikicommons

Are Indian Equities Getting Their Mojo Back?

After months of selling, foreign investors are returning. Has India quietly regained its appeal in global portfolios?

Michael Debabrata Patra

July 16, 2026 at 7:41 AM IST

iStock.com

The Rupee Needs More Than RBI Intervention

Why the 2013 stabilisation strategy succeeded where the current response is struggling

Arvind Mayaram

July 16, 2026 at 3:19 AM IST

Why India Shouldn't Lose Sleep Over the New US Russia Sanctions Bill

The original bill sat in the Senate for more than 15 months without action, suggesting limited congressional support for such sweeping tariff powers.

Ajay Srivastava

July 15, 2026 at 3:25 PM IST

iStock.com

Market Wrap

Equities, Rupee Slides; Bonds Yield Rise on Crude Oil Surge

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

July 14, 2026 at 12:05 PM IST

istock.com

India June CPI Highest Since December 2024 as Food Inflation Tops 5%

Retail inflation climbed to a 19-month high in June as food inflation crossed 5%, though first-quarter average inflation remained below the RBI's forecast, keeping the policy outlook balanced.

BasisPoint Insight

July 13, 2026 at 11:55 AM IST

The World's Fuel Choices May Reshape India's Kitchen

As more vegetable oil is diverted into biofuels, India faces a growing risk that global markets may no longer reliably supply its kitchens.

Atul Prakash

July 10, 2026 at 10:29 AM IST

Istock.com

No Victory Lap on a Smouldering Truce

Fresh US strikes on Iran show that the ceasefire is at best an interval in a wider conflict; India must stay alert, not relieved.

BasisPoint Groupthink

July 8, 2026 at 6:56 AM IST

istock.com

Why India Should Roll Back the Fuel Price Hike Immediately

With crude prices back to pre-war levels, the economic case for rolling back the fuel price hike has strengthened. An immediate rollback would help contain inflation, support household budgets and reinforce confidence in market-linked fuel pricing regime.

Rajesh Mahapatra

July 2, 2026 at 8:44 AM IST

istock.com

Rupee Nears Another Goldilocks Phase as External Risks Recede

Falling crude prices, stronger capital inflows and RBI measures are easing pressure on the rupee, setting the stage for a more stable USD/INR outlook.

Gaura Sen Gupta

June 30, 2026 at 5:58 AM IST

istock.com

The RBI has Delayed Tightening Without Abandoning it

Falling crude has eased pressure for rate hikes, but inflation risks persist, giving the RBI more time without changing its eventual policy path.

Nishat Anjum

Richard Fargose

June 26, 2026 at 5:20 AM IST

Linkedin/PoonamGupta

RBI’s Capital Flows Strategy Faces Risks in a Rising Rate World

By relying on capital inflows and intervention instead of rate hikes, the RBI may be postponing inflation and currency pressures rather than resolving them.

Smita Roy Trivedi

Abhiman Das

June 23, 2026 at 5:58 AM IST

iStock.com

India Should Discourage Excessive Investments in Equities

As money pours into equities, foreign investors cash out at lofty valuations, raising pressure on the rupee and creating wider economic risks.

Vivek Kaul

June 18, 2026 at 7:11 AM IST

istock.com

Corporate India Rushes to Lock in Lower Borrowing Costs

Corporate India shifts from survival borrowing to opportunistic borrowing as bond yields retreat.

Venkatakrishnan Srinivasan

June 16, 2026 at 4:05 AM IST

iStock.com

India Trade Deficit Stays Elevated in May as Oil, Gold Outpace Export Gains

BasisPoint Insight

June 15, 2026 at 11:50 AM IST

US-Iran Peace Deal Offers Relief, and Lessons for India

The deal could lower energy costs, ease inflationary pressures and support the rupee; but for India, it offers insight on negotiating with any major power from a position of confidence.

Ajay Srivastava

June 15, 2026 at 8:19 AM IST

istock.com

Strategic Oil Reserves: India’s Insurance Against Conflict

As frozen conflicts reshape energy security, India must expand strategic oil reserves to reduce supply risks, tame price shocks and build resilience.

Michael Debabrata Patra

June 10, 2026 at 3:37 AM IST

PIB

Why Oil Price Spike May Trigger Supply Wave

Today’s oil shortage could keep prices volatile near term, but sustained high prices may spur new supply and alternative routes.

Anuj Agarwal

June 9, 2026 at 7:34 AM IST

istock.com

From Oil Shocks to Supply Chain Shocks, India Must Rethink Resilience

India has largely overcome the vulnerabilities of 1991. The next external shock may arrive through supply chains, technology and trade networks.

Shilpashree Venkatesh

June 9, 2026 at 3:46 AM IST

istock.com

Monetary Policy

RBI's Dollar Toolkit May Be Too Small for the Problem

The latest measures may attract incremental inflows at the margin. They are unlikely to generate the scale of capital needed to materially ease external-sector pressures.

V Thiagarajan

June 5, 2026 at 8:51 AM IST

istock.com

Monetary Policy

RBI MPC raises India FY27 CPI inflation forecast to 5.1% from 4.6% earlier

The Monetary Policy Committee raised its forecast due to higher crude oil prices. Global supply chain disruptions, commodity price shocks, uncertainty over distribution of southwest monsoon, and El Niño conditions also pose upside risks, it said.

BasisPoint Insight

June 5, 2026 at 6:29 AM IST

istock.com

RBI Holds Rates, Keeps Neutral Stance as Inflation Risks Rise

The central bank raised its inflation forecast and lowered its GDP projection as policymakers assessed the impact of higher energy prices, supply-chain disruptions and monsoon-related risks.

BasisPoint Insight

June 5, 2026 at 5:30 AM IST

Istock.com

Monetary Policy

Malhotra's “Whatever It Takes” Moment

Capital outflows, balance of payments pressures, and slowing deposit growth may require coordinated RBI-government action to attract dollars and funding.

Yield Scribe

June 4, 2026 at 4:45 PM IST

RBI

Monetary Policy

RBI Expected to Hold Rates, Focus Turns to Inflation and the Rupee

The RBI is expected to keep rates unchanged, but rising oil prices, a weak rupee and inflation risks could shift focus towards future policy tightening.

Team BasisPoint

June 3, 2026 at 6:22 AM IST

istock.com

India’s Low-Equilibrium Growth Trap is the Real Stagflation Risk

India’s growth story is increasingly at odds with household realities. Weak incomes, falling savings and stagnant private capex, not merely oil shocks, are the bigger risks.

Dhananjay Sinha

June 1, 2026 at 5:13 AM IST

istock.com

Week in Numbers: Tracking India’s Economic Pulse

The Indian economy appears to be bracing for another setback, with the weather bureau projecting southwest monsoon rainfall in 2026 at 90% of the long-period average, the lowest since 2015.

Datametricx

May 30, 2026 at 10:42 AM IST

Monetary Policy

The RBI's June Dilemma: Credibility Without the Hike

The macro backdrop has deteriorated materially since April. But the case for a June rate hike is weaker than the market noise suggests.

Radhika Piplani

May 29, 2026 at 12:08 PM IST

India's Problem Is Not the Storm; It is the Lull Before

External shocks will come and go. The real test of an economy is whether its institutions, productivity and competitiveness are strong enough to withstand them.

R. Gurumurthy

May 29, 2026 at 4:15 AM IST

iStock.com

Monetary Policy

Will RBI Bite the Bullet or Kick the Can Down the Road, Again?

As inflation risks mount and the rupee weakens, questions grow over whether the RBI delayed policy action despite warning signals.

Abhiman Das

Smita Roy Trivedi

May 27, 2026 at 7:52 AM IST

istock.com

The Rupee Cannot Be Defended by RBI Alone

RBI can smooth rupee volatility, but lasting stability needs a coordinated fiscal, reform and external-sector response from the government.

Arvind Mayaram

May 25, 2026 at 7:00 AM IST

The Morning Edge

Asia Stocks Surge on Hopes of Hormuz Reopening

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

May 25, 2026 at 1:58 AM IST

iStock.com

Week in Numbers: Tracking India’s Economic Pulse

Data released during the week showed that the Indian economy slowed amid the war in West Asia and the sharp rise in crude oil prices, though the moderation was not as severe as initially feared.

Datametricx

May 23, 2026 at 11:20 AM IST

Istock.com

India’s Energy Future Cannot Sail Through Hormuz Forever

India’s growing gas pipeline network may not eliminate import dependence, but it could soften future energy shocks in an increasingly unstable world.

Sujit Kumar*

May 18, 2026 at 7:15 AM IST

istock.com

India’s Stagflation Narrative Is Finally Catching Up With Reality

India’s inflation shock is deepening even before fuel, food and currency pressures fully transmit through the economy.

Dhananjay Sinha

May 16, 2026 at 4:04 AM IST

iStock.com

Market Wrap

Equities End Lower as Oil Surge and Rupee Weakness Weigh on Sentiment

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

May 15, 2026 at 11:41 AM IST

iStock.com

Gold, the Rupee and India’s External Sector Déjà Vu

As balance-of-payments pressures intensify and the rupee weakens, policymakers once again appear to be searching for the easiest pressure valve without paralysing the productive economy.

Arvind Mayaram

May 14, 2026 at 2:58 PM IST

iStock.com

RBI Governor Says Will Need to Act If Price Pressures Get Entrenched: Bloomberg

BasisPoint Insight

May 13, 2026 at 8:26 AM IST

RBI Malhotra Sees Fuel Price Hike If Elevated Oil Prices Persist: Bloomberg

BasisPoint Insight

May 13, 2026 at 7:41 AM IST

India Finally Spoke Honestly About Its External Risks

The CEA’s unusually candid speech acknowledged a reality markets have privately discussed for months: India’s external-sector vulnerabilities are becoming structural.

Kalyan Ram

May 12, 2026 at 2:56 PM IST

India's GCC Moment: Turning Global Turbulence Into Advantage

As war and energy shocks darken the global outlook, India’s global capability centres could emerge as the country’s most resilient economic buffer.

Nilanjan Banik

May 12, 2026 at 7:12 AM IST

Istock.com

Govt Says Fuel Stocks Adequate, Urges Conservation as Iran War Strains Economy

BasisPoint Insight

May 11, 2026 at 12:30 PM IST

If India Has Changed, Why Does Its External-Sector Playbook Look So Familiar?

Delhi’s calls to curb gold buying and foreign travel suggest policymakers remain uneasy about India’s external financing despite years of macroeconomic reform.

Dhananjay Sinha

May 11, 2026 at 2:50 AM IST

PIB

India Needs Market-Linked Formula for Petrol, Diesel Prices

Retail fuel prices should be directly linked to global crude oil prices, exchange rates, refining costs and taxes through a published formula.

Ajay Srivastava

May 9, 2026 at 5:48 AM IST

iStock.com

UAE’s OPEC Exit Could Erode Cartel's Cohesion

The UAE stayed in OPEC for six decades. It took one strategic pivot and $150 billion in capacity investment to end that relationship. The consequences for global oil supply and pricing could be far-reaching.

G. Chandrashekhar

May 5, 2026 at 8:53 AM IST

istocks/imaginima

Opinion

India’s Market Rally Masks Rupee Stress and a Deeper Policy Drift

Equity exuberance is obscuring currency weakness and rising external risks, as policy complacency risks amplifying shocks in an already fragile global setting.

R. Gurumurthy

April 29, 2026 at 6:16 AM IST

iStock.com

Deferred Fuel Price Reset Could Reprice India’s Inflation Path

Post-election fuel hikes risk setting off a staggered inflation cycle, with delayed pass-through, margin stress and tighter policy trade-offs.

Dhananjay Sinha

April 23, 2026 at 5:16 AM IST

iStock.com

When Molecules Vanish, Policy Cannot Delay the Reckoning

This is not just economics, but chemistry. Supply shocks are physical, and delaying price signals only shifts the burden to the fisc and foreign exchange.

Yield Scribe

April 23, 2026 at 3:31 AM IST

iStock.com

Market Wrap

Equities Fall as Oil Breaches $100, West Asia Tensions Weigh

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

April 13, 2026 at 11:40 AM IST

Stress Testing Must Evolve to Match a Fluid Shock Environment

A financial system where risks continuously shift demands a new approach to stress testing, one that anticipates vulnerabilities rather than merely measuring them.

Anupam Sonal

April 10, 2026 at 2:08 AM IST

Wladyslaw Sojka/Via Wikicommons

Market Wrap

Equities Fall as West Asia Tensions Rekindle, Oil Spike Weighs

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

April 9, 2026 at 11:33 AM IST

The Morning Edge

Asia Markets Turn Risk-off as Trump’s War Warning Jolts Sentiment

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

April 2, 2026 at 2:00 AM IST

Market Wrap

Sensex Hits 2-Year Low, Rupee Breaches 95 on West Asia War Concerns

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

March 30, 2026 at 11:45 AM IST

Balancing on the Brink: India’s Economic Policy in a Time of Crisis

A crisis in formation, not yet in full view, as rising oil prices, a weakening rupee and policy incoherence begin to align, raising risks of a broader macroeconomic strain.

Arvind Mayaram

March 30, 2026 at 11:29 AM IST

iStock.com

Week in Numbers: Tracking India’s Economic Pulse

The war in West Asia is weighing on the Indian economy, with higher crude oil prices and trade route disruptions dampening economic activity.

Datametricx

March 28, 2026 at 12:30 PM IST

Screengrab from "RBI Unlocked: Beyond the Rupee" series (JioHotstar)

Market Wrap

Rupee Hits Record Low, Equities Log Fifth Straight Weekly Loss

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

March 27, 2026 at 11:39 AM IST

Inflation’s Triple Shock: Crude, Crops and Currency Pressures

A volatile oil market, fragile farm outlook and weakening rupee threaten to stoke inflation, testing policy credibility and burdening India’s most vulnerable.

G. Chandrashekhar

March 27, 2026 at 8:21 AM IST

iStock.com

Stop Calling It a Favour

Fuel price stability is not a favour from the state. It is paid for by taxpayers and balance sheets, and presenting it otherwise distorts accountability.

BasisPoint Groupthink

March 27, 2026 at 7:11 AM IST

iStock.com

Rupee Policy Must Shift Focus from Trade to Capital Flows

India’s tolerance for rupee depreciation risks deterring global capital. Policy must pivot from export bias to attracting stable, long-term flows.

Arvind Chari

March 26, 2026 at 3:31 PM IST

iStock.com

When Policy Space Shrinks, Balance Sheets Must Do More

As war-driven geopolitical shocks tighten India’s macro constraints, two under-discussed proposals on RBI reserves and dollar liquidity offer alternative stabilisation paths worth debating.

BasisPoint Groupthink

March 24, 2026 at 12:45 PM IST

Reading Gold Right Means Reading Oil Too

Gold’s rally is not a simple safe-haven story. The gold–oil ratio suggests markets may be misreading risk, inflation and what comes next.

V Thiagarajan

March 23, 2026 at 1:21 PM IST

iStock.com

When Prices Break from the Map

The Iran conflict is fragmenting energy markets by route, not supply, creating persistent cost pressures and complicating the inflation outlook for importers.

Yield Scribe

March 23, 2026 at 4:28 AM IST

iStock.com

Market Wrap

Equities Rise for Third Straight Session as IT Rebounds Ahead of Fed Decision

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

March 18, 2026 at 11:35 AM IST

istocks

West Asia Shock Tests RBI’s Growth-First Playbook

A dual oil supply and price shock may lift inflation and strain growth, forcing the RBI to rely on liquidity and signalling to keep conditions supportive.

Gaura Sen Gupta

March 18, 2026 at 5:47 AM IST

istocks/imaginima

West Asia War Tests India’s Energy, Trade and Financial Stability

As the Israel-Iran conflict widens, risks to oil flows, remittances, capital flows and the rupee are rising, forcing India to balance growth with external stability

D. Tripati Rao

March 15, 2026 at 6:53 AM IST

iStock.com

Week in Numbers: Tracking India’s Economic Pulse

Retail inflation rose marginally in February. However, the war in West Asia, the resulting disruption in global trade channels, and higher crude oil prices could push up domestic inflation in the coming months.

Datametricx

March 14, 2026 at 11:43 AM IST

iStock.com

Oil for Infrastructure? The Risks of Long-Term Supply Compacts

Can India convert its vast oil import bill into infrastructure finance? The idea is tempting, but long-term oil supply deals may carry strategic and financial risks.

Arvind Mayaram

March 14, 2026 at 3:54 AM IST

National Highway Authority of India

Market Wrap

Benchmarks Post Worst Week in Years as West Asia War Drives Oil Above $100

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

March 13, 2026 at 11:35 AM IST

Market Wrap

Equities Fall for Second Day as West Asia War Keeps Investors on Edge

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

March 12, 2026 at 11:34 AM IST

Amey Bane/iStockphoto.com

The Morning Edge

Markets Turn Cautious as Crude Jumps Despite Reserve Release

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

March 12, 2026 at 2:12 AM IST

iStock.com

US Treasury Secretary Says Allowed India to Buy Russian Crude Oil for 30 Days

BasisPoint Insight

March 6, 2026 at 3:32 AM IST

India’s Paint Makers Built Brands on Walls but Profits Shift to Assembly Lines

Indian paint companies get consumer valuations even as profits shift to industrial and auto coatings, where OEM lock-in now drives returns.

Krishnadevan V

March 5, 2026 at 4:13 AM IST

iStock.com

Oil Shock Threatens Wider External Gap; FY27 CAD at 2% if Crude Averages $80: IDFC FIRST Bank

BasisPoint Insight

March 4, 2026 at 11:43 AM IST

Gold in Equity Funds Risks Expanding India’s Import Burden

Allowing equity mutual funds to invest in gold may aid diversification, yet in an import-dependent economy, it could quietly expand demand and pressure the external balance.

R. Gurumurthy

March 4, 2026 at 11:22 AM IST

The Strait of Hormuz on Edge and India’s Fiscal Reckoning

With Iran at war and Hormuz under threat, energy, fertiliser and fiscal risks are rising fast. Geopolitics is now embedded in price.

Yield Scribe

March 3, 2026 at 12:43 PM IST

Pavel Muravev/iStock.com

Oil Shock Arithmetic Under a Wider West Asia Conflict

A widening US-Iran conflict raises oil, inflation and CAD risks for India, with fiscal trade-offs sharpening if crude sustains above $65 per barrel.

Madhavi Arora

March 1, 2026 at 5:46 PM IST

iStock.com

Bond Market Mood Turns as Inflation Reset Cools Yields

Lower January core CPI numbers in the new series, reduced gross borrowing, and softer global yields pause the selloff, though heavy supply keeps the bears around.

Yield Scribe

February 16, 2026 at 2:22 AM IST

Why Fight for Oil When the Sun Shines Free?

As wars and economic shocks trace back to fossil fuels, a global shift to renewable energy could reshape geopolitics, easing conflicts and enabling lasting peace.

Nilanjan Banik

January 29, 2026 at 7:29 AM IST

Istock.com

Budget 2026

India’s External Strength Masks a Growing Vulnerability Problem

Strong reserves give India comfort today, but frequent geopolitical and tech shocks risk steadily eroding its external resilience.

Abheek Barua

January 20, 2026 at 6:31 AM IST

Screengrab from "RBI Unlocked: Beyond the Rupee" series (JioHotstar)

Venezuela Shock: Capture of Oil Reserves Core Issue, India Remains Unaffected

India was a major buyer of Venezuelan crude in the 2000s and 2010s, but bilateral engagement has weakened sharply since 2019 due to US sanctions.

Ajay Srivastava

January 4, 2026 at 5:59 AM IST

US Government/Via Wikicommons

Week in Numbers: Tracking India’s Economic Pulse

Notwithstanding the robust growth reported in the latest GDP numbers, high-frequency indicators point to anaemic momentum in industrial activity.

Datametricx

December 27, 2025 at 11:39 AM IST

istock.com

BofA Says Rupee Weakness Hurts Confidence More Than Prices

The rupee’s slide is hitting sentiment more than inflation, with import compression, RBI intervention and tariff risks shaping the outlook, says BofA.

BasisPoint Insight

December 8, 2025 at 9:00 AM IST

Monetary Policy

December Cut for Inflation, a February Cut for Growth

India’s December cut signalled entrenched disinflation, yet weakening growth may force another move in February as liquidity and demand slip.

Yield Scribe

December 8, 2025 at 2:34 AM IST

Putin’s Visit: A Diplomatic Tightrope For New Delhi

The timing could hardly be more delicate. New Delhi is under pressure from Washington over its purchase of Russian oil and to open its markets to US goods and defence sales.

Ajay Srivastava

December 2, 2025 at 3:52 PM IST

Via WikiCommons

Week in Numbers: Tracking India’s Economic Pulse

India’s merchandise exports declined in October, as expected, but the weakness extended beyond the impact of US import tariffs.

Datametricx

November 22, 2025 at 8:16 AM IST

iStock.com

US Must Scrap 25% “Russian Oil” Tariff on India as Its Justification No Longer Exists: GTRI

BasisPoint Insight

November 19, 2025 at 7:35 AM IST

India Must Push Trump to Roll Back Oil Tariff Before Any Trade Pact

Since Trump now acknowledges that India has largely stopped Russian oil imports, New Delhi must press Washington to roll back the “Russian oil” tariffs before taking a call on trade deal.

Ajay Srivastava

November 12, 2025 at 6:42 AM IST

White House

The Morning Edge

Asian Equities Advance as Washington Nears Deal to End Record Shutdown

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

November 12, 2025 at 1:22 AM IST

iStocks

The Morning Edge

Asia Opens Higher as US Fiscal Deal Progress Fuels Risk-On Mood

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

November 11, 2025 at 1:31 AM IST

iStocks/Dmitry Vinogradov

The Morning Edge

Markets Cheer US–China Accord, Yet Fed Split Leaves Investors Guarded

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

November 3, 2025 at 1:51 AM IST

US Trade Deal: A Three-Step Plan for Protecting India’s Interests

India faces a triple threat: tariffs, sanctions, and pressure to concede on trade. Can New Delhi protect its energy, exports, and digital future?

Ajay Srivastava

November 1, 2025 at 5:07 AM IST

iStock.com/MAGNIFIER

The Morning Edge

Markets Cheer Partial US–China Deal, but Growth Caution Persists

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 31, 2025 at 1:38 AM IST

White House

The Morning Edge

China Deepens ASEAN Ties with New Trade Pact; Global Markets Eye 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 29, 2025 at 1:45 AM IST

White House

The Morning Edge

Renewed Global Diplomacy Lifts Asian Markets, But Caution Persists

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 28, 2025 at 1:50 AM IST

White House

Letter and Spirit: What the Latest US Sanctions on Russian Oil Really Mean

Washington’s latest sanctions target Russia’s oil heart, yet the world remains unshaken. Between the letter of economic coercion and the spirit of political will lies a global market that has learned how to adapt.

Srinath Sridharan

October 27, 2025 at 1:48 PM IST

Kremlin

The Morning Edge

US-China Trade Truce Talk Sparks Global Rebound, Boosts Risk Appetite

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 27, 2025 at 1:58 AM IST

White House

Week in Numbers: Tracking India’s Economic Pulse

Early October data showed no significant boost in private-sector activity, even though the full impact of the GST rate cuts had taken effect.

Datametricx

October 25, 2025 at 2:28 AM IST

Indian Navy

Indian Refiners Lose the Russian Cushion

Washington’s sanctions on Rosneft and Lukoil threaten to upend India’s cost advantage in crude oil imports.

BasisPoint Groupthink

October 24, 2025 at 12:09 PM IST

iStock.com

The Morning Edge

Oil Surge Rekindles Inflation Worries; Investors Await Trump–Xi Diplomacy

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 24, 2025 at 1:37 AM IST

iStock.com/Rawf8

The New Friction: How Supply Chains Are Quietly Redrawing India’s Map

The world’s supply chains aren’t broken anymore, but they aren’t smooth either. And India’s metals, energy, and grain sectors are feeling every bump.

Hemachandra Padhan

October 23, 2025 at 11:24 AM IST

iStock.com

The Morning Edge

Markets Turn Risk-Off as US Sanctions on Russia, China Curbs Stir Global Tensions

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 23, 2025 at 1:15 AM IST

Kremlin

The Morning Edge

Asia Stocks Slip, Gold Soars as Credit Concerns and Trade Fears Weigh on Sentiment

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 17, 2025 at 1:31 AM IST

Via WikiCommons

The Morning Edge

Fed Powell’s Cautious Tone, Trade Tensions Keep Risk Appetite in Check

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 15, 2025 at 1:33 AM IST

US Federal Reserve

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

The Morning Edge

Ceasefire Eases Geopolitical Tensions, But US Shutdown Keeps Markets Guarded

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 10, 2025 at 1:29 AM IST

Jaber Jehad Badwan/Via WikiCommons

The Morning Edge

Markets Turn Risk-On Amid AI Boom, Fed Rate-Cut Hopes

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 9, 2025 at 1:42 AM IST

Federal Reserve

The Morning Edge

Caution Reigns as Gold Shines Bright in Risk-Off Trade

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 8, 2025 at 1:34 AM IST

stock/Andy

The Morning Edge

Investors Turn Defensive on US Shutdown, Europe’s Political Volatility

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 7, 2025 at 1:39 AM IST

The Morning Edge

Risk-Off Mood Persists Despite Nikkei’s Record High

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 6, 2025 at 2:07 AM IST

Wikkicommans

The Morning Edge

Risk-Off Sentiment Deepens on US–Russia Tensions, Shutdown, and Fed Uncertainty

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 3, 2025 at 1:04 AM IST

Kremlin

The Morning Edge

US Shutdown Uncertainty Fuels Safe-Haven Demand, Drive Dollar Weakness

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 1, 2025 at 1:32 AM IST

iStocks/Dmitry Vinogradov

The Morning Edge

Global Markets Risk-Off as US Shutdown Looms, Safe-Haven Gold Surges Above $3,800

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

September 30, 2025 at 1:38 AM IST

iStock.com/rvimages

Week in Numbers – Tracking India’s Economic Pulse

The sharp jump in core sector output in August has raised hopes of stronger industrial growth during the month, following a string of anaemic readings.

Datametricx

September 29, 2025 at 7:15 AM IST

Via WikiCommons

The Morning Edge

Asian Shares Slip as US Shutdown, Tariffs and Geopolitical Tensions Loom

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

September 29, 2025 at 1:57 AM IST

iStocks/Dmitry Vinogradov

India Hard-Sells Oil PSUs as Government Grows Restless With Investor Apathy

Government stages unprecedented oil PSU roadshow to counter investor bias. Ministry and IOC management pitch systematic engagement strategy.

Krishnadevan V

September 28, 2025 at 5:17 PM IST

iStock.com

The Morning Edge

Trump’s Tariffs on Drugs Hit Asian Shares; Strong US Data Clouds Fed Outlook

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

September 26, 2025 at 1:47 AM IST

The Morning Edge

Asian Shares Struggle for Direction as Tech Weakness Meets Geopolitical Risks

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

September 25, 2025 at 1:56 AM IST

The Morning Edge

Risk-Off Mood Grips Asia After Fed Signals Unclear Rate-Cut Trajectory

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

September 24, 2025 at 2:04 AM IST

US Federal Reserve

The Morning Edge

Asian Markets Edge Higher as Wall Street Rally Sparks Cautious Optimism

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

September 23, 2025 at 1:44 AM IST

The Morning Edge

US Stocks at Records on Intel Surge, Fed Cut; Asia Awaits BOJ Decision

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

September 19, 2025 at 1:49 AM IST

The Morning Edge

Powell Frames Fed Cut as Risk Management, Equities Struggle for Direction

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

September 18, 2025 at 1:38 AM IST

US Federal Reserve

The Morning Edge

TikTok Win-Win Deal Seen, but Fed Rate Decision Keeps Markets on Edge

Richard Fargose

September 17, 2025 at 1:19 AM IST

Via WikiCommons

India–US Talks: Breakthrough Unlikely Unless Trump Drops Extra 25% Tariffs

Making of a stalemate? India wants the 25% Russia-linked penalty dropped — but that won’t be easy for Washington, since it is already citing the tariff in its Supreme Court defence

Ajay Srivastava

September 16, 2025 at 3:47 PM IST

The Morning Edge

Trump Urges Fed for Larger Rate Cut; US and China Reach TikTok Framework Agreement

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

September 16, 2025 at 1:42 AM IST

iStock.com

The Morning Edge

Asia Stocks Mixed; Fed Cut Hopes and US-China Talks in Focus

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

September 15, 2025 at 1:55 AM IST

iStock.com/Rawf8

The Morning Edge

US CPI Rise Overlooked as Fed Cut Bets Drive Markets; Bessent to meet Chinese Vice Premier

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

September 12, 2025 at 1:28 AM IST

The US Department of the Treasury

Why India Must File Amicus Brief in US Tariff Appeal

By remaining silent, India risks allowing Trump’s narrative to stand uncontested at the highest court in America.

Ajay Srivastava

September 10, 2025 at 10:07 AM IST

iStock.com

GST Exemptions, Nil Rates and Other Smoke and Mirrors

GST relief looks big on paper, but gaps in input credit and energy taxes mean consumers will see less benefit than portrayed.

TK Arun

September 9, 2025 at 8:13 AM IST

iStock.com

The Morning Edge

Equities Gain on Fed Rate-Cut Optimism; Yen Slides Amid Japan’s Political Transition

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

September 8, 2025 at 2:04 AM IST

When Fox News Discovers India, Caste and Democracy Over Morning Coffee

Fox pundits criticise India’s ties with Putin and Xi while invoking caste clichés. But democracy, like diplomacy, is far more complex than cable soundbites.

R. Gurumurthy

September 1, 2025 at 2:15 PM 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

The Morning Edge

US GDP Growth Revised Higher to 3.3% in Q2; Fed Rate Cut Debate Intensifies

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

August 29, 2025 at 1:20 AM IST

US Federal Reserve

The Morning Edge

Fed Eyes Data Before Rate Decision; Trump’s 50% Tariff on India in effect

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

August 28, 2025 at 1:49 AM IST

The Morning Edge

Fed Governor Lisa Cook Moves to Challenge Firing

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

August 27, 2025 at 1:27 AM IST

Federal Reserve

The Morning Edge

Trump Fires Fed Governor Lisa Cook Amid Mortgage Controversy

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

August 26, 2025 at 1:24 AM IST

Federal Reserve

The Morning Edge

Powell Hints at September Rate Cut as Job Market Risks Rise

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

August 25, 2025 at 1:27 AM IST

Screengrab

The Morning Edge

Fed Officials Signal Caution on Rate Cuts, Powell’s Jackson Hole Speech in Focus

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

August 22, 2025 at 1:26 AM IST

The Morning Edge

Fed Minutes Signal Patience, Markets Await Powell at Jackson Hole

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

August 21, 2025 at 1:40 AM IST

US Federal Reserve

The Morning Edge

Trump Assures Zelenskyy of US Support for Ukraine Security

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

August 19, 2025 at 1:57 AM IST

White House

The Morning Edge

US Budget Deficit Rises Nearly 20% Despite Tariff Revenue Boost

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

August 13, 2025 at 1:38 AM IST

Sourav Mishra

Will Cheap Russian Oil Cost India Dearly in Western Markets?

As the US threatens tariffs over Russian oil imports, India weighs economic interests, strategic autonomy, and its place in a shifting global order.

Aurko Mahapatra

August 9, 2025 at 2:35 AM IST

iStock.com

The Morning Edge

Trump Slaps India with 50% Tariff, Targets Foreign Chipmakers

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

August 7, 2025 at 1:57 AM IST

White House

The Morning Edge

Trump Narrows Fed Chair Search, Eyes Kugler Replacement This Week

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

August 6, 2025 at 1:39 AM IST

White House

The Morning Edge

Asian Stocks Slide as Soft Jobs Data, Trump Tariffs and OPEC+ Weigh on Mood

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

August 4, 2025 at 1:40 AM IST

istocks/imaginima

The Morning Edge

Trump Turns up Heat on Trade Partners; PCE Data Signals Sticky US Inflation

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

August 1, 2025 at 2:03 AM IST

White House

The Morning Edge

Markets Await Fed decision; IMF Lifts Emerging Market Growth Outlook

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

July 30, 2025 at 1:52 AM IST

Via WikiCommons

The Morning Edge

Equities Gain on US-EU Deal, China Talks; FOMC Meeting Now in Focus

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

July 29, 2025 at 1:34 AM IST

US Federal Reserve

The Morning Edge

EU and US Edge Closer to 15% Tariff Deal as Brussels Readies Countermeasures

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

July 24, 2025 at 1:47 AM IST

iStocks/querbeet

The Morning Edge

Trump Hails $550 Billion Japan Deal, Slams Fed Powell as “Numbskull”

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

July 23, 2025 at 1:46 AM IST

iStock.com/studiocasper

The Morning Edge

Trump Ups Tariff Heat on EU as Fed Signals Split on Rate Path

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

July 21, 2025 at 1:30 AM IST

Via WikiCommons

The Morning Edge

Powell Defends Fed HQ Costs as US Data Shows Retail, Jobs Rebound

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

July 18, 2025 at 1:20 AM IST

US Federal Reserve

The Morning Edge

US Fed Officials Warns of Rising Inflation from Tariffs

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

July 17, 2025 at 1:21 AM IST

US Federal Reserve

The Morning Edge

Trump Imposes 19% Tariff on Indonesia; EU Warns of Retaliation

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

July 16, 2025 at 1:22 AM IST

The Morning Edge

EU Warns of Retaliation as Trump Presses Fed, Tariff Tensions Rise

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

July 15, 2025 at 1:10 AM IST

iStock.com/MAGNIFIER

The Morning Edge

Trump Escalates Trade War with 50% Copper Tariff, Eyes Semiconductors and Pharma Next

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

July 9, 2025 at 1:23 AM IST

The Morning Edge

Trump Warns Of Tariff Hike On Global Trade Partners From August 1

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

July 8, 2025 at 1:18 AM IST

The Morning Edge

Trump Eases Vietnam Tariffs as Modi Seeks Trade Expansion with Mercosur Bloc

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

July 3, 2025 at 1:14 AM IST

Sourav Mishra

The Morning Edge

Trump’s Sweeping Tax Bill Clears Senate by Razor-Thin Margin

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

July 2, 2025 at 1:17 AM IST

The Morning Edge

Trump Turns Up Heat on Fed and Japan as Economic Crosswinds Stir Fresh Uncertainty

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

July 1, 2025 at 1:32 AM IST

Digest

The Morning Edge: Trump’s Tax Bill Advances Amid Global Warnings on Economic Instability

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 30, 2025 at 1:22 AM IST

Digest

The Morning Edge: US, China Strike Rare Earths Deal as Economic Growth Falters Under Tariff Strain

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 27, 2025 at 1:27 AM IST

The Morning Edge

Powell Defends Fed's Interest-on-Reserves Power, Warns Against Costly Overhaul

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 26, 2025 at 1:23 AM IST

US Federal Reserve

Digest

The Morning Edge: Powell Warns Tariffs May Fuel Inflation; US Intel Questions Impact Of Iran Strikes

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 25, 2025 at 1:18 AM IST

US Federal Reserve

Digest

The Morning Edge: Trump Announces Ceasefire Between Israel And Iran

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 24, 2025 at 1:42 AM IST

Digest

The Morning Edge: US Strikes on Iran’s Nuclear Sites, Warns of More if No Peace Deal

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 23, 2025 at 1:27 AM IST

iStock.com

Digest

The Morning Edge: Rate Cuts in Europe Reflect Dimming Inflation Outlook, Global Uncertainty

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 20, 2025 at 1:33 AM IST

Israel-Iran Conflict

India And The Gulf Crisis: Navigating Rising Risks

As Iran-Israel tensions rise, India braces for oil shocks. A $10 crude spike may widen the CAD by $15 billion.

Nilanjan Banik

June 19, 2025 at 11:40 AM IST

Pavel Muravev/iStock.com

Digest

The Morning Edge: Fed Holds Rates, Signals Cuts Ahead as Trump Slams Powell

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 19, 2025 at 1:22 AM IST

US Federal Reserve

Digest

The Morning Edge: Trump Demands Iran’s Surrender; Fed Weighs Economic Risks Amid Rising Tensions

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 18, 2025 at 1:28 AM IST

Digest

The Morning Edge: West Asia Tensions Ease as Iran Seeks Ceasefire; US-UK Seal Partial Trade Deal

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 17, 2025 at 1:14 AM IST

Digest

The Morning Edge: Gulf Selloff Deepens, Safe-Haven Assets Rise Amid Israel-Iran Escalation

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 16, 2025 at 1:17 AM IST

Digest

The Morning Edge: Israel Launches Pre-emptive Strike on Iran as US Pushes Diplomatic Track

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 13, 2025 at 1:25 AM IST

Digest

The Morning Edge: Trump Hails China Trade Deal Amid Rising Middle East Tensions

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 12, 2025 at 1:06 AM IST

Digest

The Morning Edge: US-China Reach Trade Truce Framework To Ease Export Restrictions

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 11, 2025 at 1:14 AM IST

Digest

The Morning Edge: US-China Trade Talks Resume Amid Slumping Chinese Exports

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 10, 2025 at 1:21 AM IST

Digest

The Morning Edge: Top Trump Aides Set for High-Stakes Trade Talks with China in London

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 9, 2025 at 1:25 AM IST

Digest

The Morning Edge: Trump-Xi Call Eases Trade Tensions; Fed Signals Inflation Still in the Driver’s Seat

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 6, 2025 at 1:19 AM IST

Digest

The Morning Edge: US Steel, Aluminium Tariffs Rattle Key Trading Partners

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 5, 2025 at 1:16 AM IST

Digest

The Morning Edge: OECD Cuts Global Growth Forecast Amid Rising Trade Tensions

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 4, 2025 at 1:39 AM IST

Digest

The Morning Edge: Fed Stays Patient as Inflation Lingers; China Pushes Back on Trade Accusations

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 3, 2025 at 1:37 AM IST

Digest

The Morning Edge: US Pushes Back on Tariff Concerns, Eyes Xi-Trump Call on Minerals

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 2, 2025 at 1:29 AM IST

Digest

The Morning Edge: Dallas Fed’s Lorie Logan Signals Patience Amid Inflation Uncertainty

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 30, 2025 at 1:37 AM IST

Digest

The Morning Edge: Fed Warns of Difficult Trade-offs Ahead as Inflation, Unemployment Risks Mount

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 29, 2025 at 1:43 AM IST

Digest

The Morning Edge: EU Scrambles to Prepare for Trade Talks as Trump's Tariff Truce Holds

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 28, 2025 at 1:46 AM IST

Digest

The Morning Edge: India Overtakes Japan as World’s Fourth-Largest Economy

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 26, 2025 at 1:50 AM IST

Digest

The Morning Edge: SC Shields Fed Independence, Easing Fears of Political Ouster for Powell

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 23, 2025 at 1:22 AM IST

Digest

The Morning Edge: US-Japan Affirm Currency Alignment As Morgan Stanley Turns Bullish On US Assets

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 22, 2025 at 1:27 AM IST

Douglas Rissing/iStock.com

Digest

The Morning Edge: Trump Pushes Tax Cuts Amid Republican Resistance; Fed Flags Tariff-Driven Price Pressures

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 21, 2025 at 1:22 AM IST

Digest

The Morning Edge: Fed Weighs Moody’s Downgrade as Fiscal Strain Casts Long Shadow

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 20, 2025 at 1:34 AM IST

Digest

The Morning Edge: Moody’s Downgrade Triggers Debt Alarm as Washington Debates Trillion-Dollar Bill

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 19, 2025 at 1:35 AM IST

Digest

The Morning Edge: Fed Signals Strategic Rethink Amid Era of Persistent Supply Shocks

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 16, 2025 at 1:22 AM IST

US Federal Reserve

Digest

The Morning Edge: FDI Into Europe Falls To 9-Year Low As Investor Caution Grows

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 15, 2025 at 1:16 AM IST

iStock.com/Chinmayi Shroff

Digest

The Morning Edge: Tariff Truce Tames Recession Fears, Spurs Market Optimism

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 14, 2025 at 1:40 AM IST

DIgest

The Morning Edge: Tariff Truce Sparks Economic Optimism—But Caution Lingers

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 13, 2025 at 1:32 AM IST

Digest

The Morning Edge: US-China Reach Agreement in Geneva Trade Talks

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 12, 2025 at 1:40 AM IST

DIgest

The Morning Edge: US and UK Strike Limited Trade Deal as Global Tariff Negotiations Begin

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 9, 2025 at 1:31 AM IST

Digest

The Morning Edge: Fed Holds Rates Steady Amid Mounting Economic Crosscurrents from Trade Policies

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 8, 2025 at 1:30 AM IST

Digest

The Morning Edge: Indian Army Launches 'Operation Sindoor', Strikes 9 Terror Bases In Pakistan

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 7, 2025 at 1:38 AM IST

Digest

The Morning Edge: Bessent Defends Trump’s Economic Agenda as Long-Term Growth Engine

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 6, 2025 at 1:27 AM IST

Digest

The Morning Edge: Trade Winds Stir Ahead of US-India Pact Talks

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 5, 2025 at 1:50 AM IST

Digest

The Morning Edge: Japan Signals Willingness to Play "Treasury Card" in High-Stakes US Trade Talks

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

May 2, 2025 at 1:30 AM IST

Digest

The Morning Edge: US March Imports Hit Record $342.7 Billion Amid Consumer Goods Stockpiling on Tariff Worries

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 30, 2025 at 1:24 AM IST

Digest

The Morning Edge: US Poised to Strike First Tariff Deals as India Emerges as Lead Test Case

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 29, 2025 at 1:26 AM IST

Digest

The Morning Edge: Emerging Markets Face "Perfect Storm" Amid Trade Wars

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 28, 2025 at 1:42 AM IST

Digest

The Morning Edge: Fed Officials Urge Policy Patience as Tariff Effects Remain Unclear

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 25, 2025 at 1:31 AM IST

Digest

The Morning Edge: US Signals Readiness to Ease Tariff Dispute with China

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 24, 2025 at 1:14 AM IST

Digest

The Morning Edge: IMF Cuts Global Growth Forecast Amid Trump's Tariff Impact

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 23, 2025 at 1:13 AM IST

Digest

The Morning Edge: Trump Demands Immediate Rate Cuts, Escalating Fed Feud as Markets Wobble

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 22, 2025 at 1:31 AM IST

Digest

The Morning Edge: Fed’s Daly Sticks to Gradual Rate Cut Plan—But Warns Inflation Risks Loom

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 21, 2025 at 1:56 AM IST

Digest

The Morning Edge: Powell Signals Patience as Tariffs Complicate Fed's Mandate

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 17, 2025 at 1:24 AM IST

Digest

The Morning Edge: Barclays Slams Brakes on US Auto Sector, Cites Tariff Headwinds

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday

Richard Fargose

April 16, 2025 at 1:24 AM IST

Digest

The Morning Edge: Fed Researchers Sound Alarm as Economic Clouds Gather

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 15, 2025 at 1:29 AM IST

Digest

The Morning Edge: Euro And Gold Emerge As Safe Havens Amid Tariff Turmoil

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 14, 2025 at 1:21 AM IST

Digest

The Morning Edge: Fed’s Goolsbee Urges Caution as Trade Turbulence Clouds Policy Path

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 11, 2025 at 1:18 AM IST

Digest

The Morning Edge: Markets Roar Back as Trump Shifts Trade Strategy

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 10, 2025 at 1:27 AM IST

The Morning Edge: US Slaps 104% Tariffs on China as Global Economy Braces for Impact

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 9, 2025 at 1:19 AM IST

Digest

The Morning Edge: Global Trade War Escalates as Trump Doubles Down on Tariffs

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 8, 2025 at 1:27 AM IST

Digest

The Morning Edge: Powell Warns of Economic Crosswinds as Trump Tariffs Reshape Outlook

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 7, 2025 at 1:31 AM IST

The Morning Edge: Global Economy Braces for Impact as US Tariffs Trigger Chain Reaction

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 4, 2025 at 2:02 AM IST

The Morning Edge: Global Markets Reel as Trump Unleashes "Worst-Case Scenario" Trade War

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 3, 2025 at 1:21 AM IST

The Morning Edge: The Dollar’s Grip on Global Reserves Loosens

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 2, 2025 at 1:56 AM IST

The Morning Edge: Fed Officials Signal Caution as Economic Uncertainty Grows

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 1, 2025 at 1:51 AM IST

The Morning Edge – Crude Oil, BOE Ramsden

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

February 24, 2025 at 1:31 AM IST

The Bureau

Indian shares fall to near six-month lows, Rupee weakens on oil surge

Tata Trusts Propose Merger Plan to Take Tata Sons Out of NBFC, CIC Frameworks

India August industrial growth 8.0% on manufacturing, power boost

Tata Mistrust: Bombay House Boardroom Battle Heats Up

CREA’s Claim of Indian Fuel Exports to Russia via Egypt Needs Scrutiny

India’s Gilt Market Faces Pressure on Every Front, Curve Seen Bear-Flattening

August CPI Turns October RBI Meeting Into a Live Rate-Hike Call

GDP, Geoeconomics & The China Conundrum?

In Search of the Lesser Florican

Maneet Pal Singh