BUSINESS
The Iran War and the return of strategic commodities
The war with Iran is accelerating a global shift towards strategic stockpiling of oil, metals and minerals, turning commodities into instruments of national power
BUSINESS
Uncle Sam’s Arsenal: Profiting from a world on edge
SIPRI’s latest fact sheet on the global arms trade confirms that the United States is the undisputed kingpin of the global arms bazaar
BUSINESS
State of Affairs: From managed disorder to systemic shock cascade
The Finance Ministry’s latest review warns that a dangerous global scenario once considered unlikely may now be unfolding
ECONOMY-2
Key trends in sectoral shares and demand drivers in the new GDP series
MoSPI's new GDP series (base 2022-23) paints a picture of incremental structural transformation: rising industry (led by manufacturing), resilient services, falling agricultural share, and gradual shift from consumption to investment-led growth, albeit amid rising discrepancies
BUSINESS
IMF Staff’s Verdict on US Economy: A sugar rush with a bitter aftertaste
Beneath the surface of robust 2026 GDP forecasts, the IMF has issued a stark warning: US policy is boosting the rich, punishing the poor, and eroding the nation’s fiscal credibility
BUSINESS
Decoding Economics: Dallas Fed data reveal why AI is replacing young workers while turbocharging veterans
A bombshell Dallas Fed report reveals AI is simultaneously creating a wage boom for experienced workers while slamming the door shut on the young
BUSINESS
Why are markets buoyant despite uncertainty indices surging to record highs?
Despite global and US uncertainty indices reaching unprecedented peaks in early 2026 amid trade-policy volatility, equity markets remain buoyant as investors bet heavily on continued supportive monetary easing from the Fed and pro-growth fiscal stimulus from the government to overpower near-term fog
BUSINESS
Corporate earnings signal manufacturing surge ahead of Friday's GDP reboot
RBI data show double-digit Q3 sales growth by the private non-financial corporate sector, led by manufacturing's best showing in nearly three years, setting the stage for a potentially strong GDP print as the new series with the 2022-23 base debuts on February 27
DONALD-TRUMP
TRUMP issues sweeping TYPOGRAPHY EXECUTIVE ORDER in response to Supreme Court ruling, VOWS America will 'Type its way to GREATNESS'
'Italics Are a Weak and Sloping Font. Everyone Knows This'
BUSINESS
Data Story: The message from the Flash PMIs for investors
Five major flash PMI releases this week paint a striking picture of a world that is growing faster outside the US than within it — with Europe recovering, Japan accelerating, India booming, and America cooling
BUSINESS
Foreign holdings of US Treasuries continue to rise, but China and India are diversifying
A $652 billion surge in foreign holdings of US Treasury securities in 2025 looks like a ringing endorsement of the dollar, but China and India have been selling
BUSINESS
BIS says AI could widen the global divide. Can India's summit help close it?
While India is hosting its Global AI summit, the central bankers' central bank published a paper explaining why emerging economies have the most to lose from AI's rise--and what can be done to change that
BUSINESS
Periodic Labour Force Survey: Men leave the farms, women shoulder the burden
Services now employ more men than agriculture. But three in five women still work on farms—and over a third don't get paid
BUSINESS
The 16th Finance Commission’s ambitious fiscal roadmap vs the budget’s cautious glide path
The 16th Finance Commission charts a bolder path to 3.5% fiscal deficit and 47.6% debt-to-GDP by 2030-31 than the Union Budget 2026-27’s more measured steps, yet both signal a shared commitment to long-term fiscal discipline
BUSINESS
The Daddy of all Deals: India-US trade breakthrough resets the entire playbook
The sharp rollback of US tariffs on Indian exports is more than a trade reset—it lowers uncertainty, revives market sentiment and reshapes India’s economic and strategic positioning
BUSINESS
Union Budget 2026: Boxes ticked, but where’s the spark?
The finance minister offers a steady, investment-heavy Budget that sustains momentum, but stops short of the transformative reforms needed to secure India's place in a fractured global economy
BUSINESS
The Economic Survey's delayed gratification delusion
The Economic Survey 2025-26 blames India's development struggles on citizens' impatience and preference for shortcuts, but perhaps the real culprit is institutional failure that makes "delayed gratification" economically irrational
BUDGET
The Rupee Paradox -- India's macroeconomic triumph meets a persistent weakness: Economic Survey 2026
Beyond the headline GDP numbers, the Economic Survey sounds a cautionary note on the rupee. It ties together global fragility, capital flows, and the imperative for competitive manufacturing
BUSINESS
IIP growth surges to 7.8%, giving Budget room to tackle debt, boost employment
Amidst sustained industrial growth and robust high-frequency indicators, the Union Budget should shift focus to fiscal consolidation and targeted support for lagging employment sectors
BUSINESS
Beyond the Headlines: IMF report reveals stark divergence between gloom narrative and steady growth
Despite geopolitical storms, tariff uncertainties, and other tensions, the IMF projects global growth to remain solid at 3.3% in 2026, powered by AI-driven investment and adaptive policies
BUSINESS
The metamorphosis of Davos Man
Davos Man has shed his cosmopolitan cloak, revealing the enduring pursuit of power and profit in a fragmented world where the strategies have changed, but the game remains the same
BUDGET
OPINION | How a Sunday Budget stiffens our collective spine
Nothing builds character quite like fiscal responsibility delivered on a Sunday
BUSINESS
Substance over Form: Supreme Court redefines treaty benefits for foreign investors
A landmark Supreme Court judgment in the Tiger Global tax case has fundamentally reshaped the rules for foreign investment in India by enforcing the primacy of economic substance over legal form
BUSINESS
The Union Budget must focus on national security
Amid persistent geopolitical challenges, the Union Budget must accelerate the nation's momentum in strategic autonomy to close the gaps and secure long-term economic and political resilience
