Latest posts
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Climate and Conflict Raise the Risk of a Prolonged Inflation and Monetary Tightening Cycle
A strengthening El Niño is emerging as a significant macroeconomic risk, with implications for global food prices, India’s inflation trajectory and monetary policy. The World Meteorological Organization expects the…
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India’s Thermal Coal Stocks Tighten as High Power Demand Strains Plant Inventories
Thermal Coal Inventories Come Under Pressure Nearly 40% of India’s monitored coal-fired power plants are operating with critically low fuel inventories, highlighting tightening operating margins across the thermal power…
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Global Equity Valuations Near Dot-Com Highs as AI Boom Meets Rising Interest Rates
Global equity markets are entering a period of heightened sensitivity as stretched valuations coincide with rising long-term interest rates and an unprecedented artificial-intelligence investment cycle. The S&P 500’s…
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India’s Monsoon Underperformance Signals Rising Risks to Food Supply and Inflation
Monsoon Shortfall Deepens India’s southwest monsoon has underperformed this year, with cumulative rainfall reaching 648 mm as of September 9, 2026, against the long-period average of 760.6 mm—a deficit of 15%. September…
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The Road to $200 Billion: India’s Auto Component Industry Moves Up the Value Chain
India’s auto component industry is targeting nearly $200 billion in turnover by FY30, after recording turnover of around $85.9 billion in FY26, as manufacturers seek to deepen localisation, expand exports and capture…
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From Gulf to US: Hormuz Crisis Rewrites India’s LPG Import Map
India’s liquefied petroleum gas (LPG) import map has shifted decisively toward the United States as the conflict in West Asia and the effective closure of the Strait of Sormuz disrupted supplies from traditional Gulf…
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AI’s Hidden Hardware Cost: A Structural Memory Supply Crunch
The artificial intelligence investment boom is reshaping the global semiconductor industry, diverting manufacturing capacity toward high-bandwidth memory (HBM) and high-capacity server modules and triggering one of the…
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India’s July Trade Deficit Hits Six-Month High
India’s merchandise trade deficit widened to a six-month high of $31.98 billion in July 2026, as strong export growth was more than offset by a sharp rise in imports. Commerce Ministry data released on 13 August showed…
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RBI Unveils Unified Loan Recovery Framework to Strengthen Borrower Protection
The Reserve Bank of India (RBI) has moved closer to introducing a unified regulatory framework governing loan recovery practices and the engagement of recovery agents across the financial sector. The initiative follows…
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India Bets ₹80,000 Crore on Deepwater Exploration to Reduce Oil Import Dependence
The Ministry of Petroleum and Natural Gas is preparing an ₹80,000-crore incentive package to accelerate deepwater and ultra-deepwater oil and gas exploration, marking one of India’s most ambitious efforts to strengthen…