Latest posts
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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…
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AI Infrastructure Race Drives $1.65 Trillion in Hidden Commitments by Tech Giants
The race to build artificial intelligence infrastructure is driving an unprecedented surge in spending by the world’s largest technology companies. A recent Nikkei analysis estimates that the combined off-balance-sheet…
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India Unveils ₹62,500 Crore Mobile Manufacturing Scheme to Deepen Electronics Value Chain
The Union Cabinet has approved the Mobile Phone Manufacturing Scheme (MPMS) with a budgetary outlay of ₹62,500 crore, marking the next phase of India’s strategy to strengthen its position as a global smartphone…
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Hormuz Tensions and Tariff Uncertainty Push Global Shipping Rates Higher
Global container shipping rates have climbed to their highest levels since the pandemic-era disruptions, driven by a combination of tariff-related front-loading, Middle East geopolitical tensions and persistent…
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India Bets on Alang’s Green Transformation to Become a Global Ship Recycling Hub
India is moving to turn Alang from a declining recycling cluster into a higher-value maritime hub, using fresh incentives, tighter environmental compliance, and capacity expansion to win a larger slice of the global…
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RBI Supports Liquidity While Keeping Monetary Policy Neutral
The Reserve Bank of India (RBI) has stepped in to ease a sudden liquidity squeeze in the banking system, injecting ₹1.41 lakh crore through a seven-day Variable Rate Repo (VRR) auction after system liquidity slipped…
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Weak Monsoon and Emerging El Niño Raise Risks for Agriculture, Inflation and Growth
India’s southwest monsoon has entered June on a weak footing, creating a widening rainfall deficit, slowing kharif sowing activity and raising concerns about agricultural output, food inflation and rural incomes. With…