BUSINESS
Can Europe rebuild its economic, military muscle?
Europe faces mounting security and economic challenges as it grapples with Donald Trump’s unpredictable policies, rising geopolitical tensions, and internal divisions. The EU’s proposed ReArm Europe Plan aims to rebuild defence capabilities while balancing economic resilience and green commitments
BUSINESS
India’s FTA with the EU will face a Trump problem
The EU’s position is sticky after Trump has made America an unreliable ally
BUSINESS
Trump leaves Europe’s future considerably weakened -- and uncertain
America’s warming up to Russia is putting Europe in disarray
BUSINESS
Trump’s policies could make the EU a contested geopolitical space
The EU’s disarray comes at a time when US-Russia-China relations are changing fast
BUSINESS
Modi’s US visit can help India secure its long-term strategic goals
The outcome of the visit will have a significant impact on India’s economy, manufacturing sector, defence capabilities and its projection as a global superpower
BUSINESS
A new Trump tariff era could benefit China, disadvantage US
Canada, Mexico and China will feel the heat from Trump’s tariff war, but the US will not be left unscathed either, in a conflict that threatens to envelop the world
BUSINESS
Trump’s executive orders will disincentivise US industry, boost China
The exit from the Paris Agreement and ending support to EVs risks leaving US auto-makers behind and climate change mitigation-related technology, cementing China’s lead in these markets
BUSINESS
The lessons from China’s sustained dominance in the global EV market
A recent proposal by China to restrict export of EV battery technology may be just another step to maintain its global EV dominance that has been built carefully over the years
BUSINESS
Will geopolitics derail natural gas markets in 2025?
Ukraine’s refusal to allow transit of Russian gas is a signal of how geopolitics could upend economics in 2025 and beyond. The US, Iran, the Middle East and China all figure in the risk equations
BUSINESS
Will India carve out a significant role for itself in the undersea cable wars?
India is now aiming to utilise its advantageous geographic location to position itself as a power hub both across the global undersea cable network
BUSINESS
India’s growing dependence on Chinese imports is a potential security issue
New Delhi is concentrating on the benefits of shared prosperity but there are security concerns with China
BUSINESS
US-China antimony trade war reflects a weaponised industrial reliance
Antimony is at the centre of US-China trade war, ironically also of their mutual dependence
BUSINESS
COP29 outcome highlights need for reframing climate finance question
Pulling up the Global North for emissions is a normative approach, but getting them to spend is an economic one
BUSINESS
Economic realities could nullify Trump’s threat to BRICS on dollar substitution
The key to the future is events in geopolitics and pace of the rise of a China-led trade bloc. Will this lead to increased usage of the RMB in cross-border trade?
BUSINESS
Tariff wars bring China’s massive industrial investments into focus
China’s investments in industrial production pose grave dilemmas globally. Huge capacity built up in several industries — from old to new — can affect other countries’ ability to invest unless demand picks up speed
BUSINESS
Trump’s hardline tariff pitch can spell dilemmas for emerging markets
BUSINESS
Will Donald Trump 2.0 bring a paradigm shift in the existing global order?
Trump faces a world where the risks are far higher than during his first term in office, and his actions could be far more consequential
BUSINESS
IMF flags protectionism, geopolitics as downside risks to Asia-Pacific economies
The prospect of a deepening slowdown in China is a key risk, given the level of integration in Asia-Pacific economies and the central role that the country plays across the region
BUSINESS
Will the BRICS succeed in overthrowing the US dollar?
The idea of de-dollarisation is gaining currency but a number of factors stand in the way of this idea turning into a reality
BUSINESS
Tech and energy transition will fuel strong demand for copper globally
Copper’s demand is expected to shoot up but its supply through mines is another story
BUSINESS
Global merchandise trade is under fire from geopolitics, conflicts
A growing number of geopolitical events is affecting trade while disputes between major economies are leading to a realignment of trade relationships. Who wins, who loses is the main question
POLITICS
For China, economics comes before politics in the Middle East
China’s geopolitical calculus for the wider Middle East, including Iran, is about mutually advantageous economic interests that deeply intertwine with Beijing’s political power calculations across the Global South
POLITICS
Iran’s economic woes and its Russia relationship are factors in the search of peace
Iran’s leaders cannot be seen as shying away from a war. But the readiness of Iran’s economy to fight a war is seriously questionable. Any Russian or Chinese support to its economy might simply not be enough to stave off economic collapse, if war does occur
BUSINESS
Better US-India relationship has a clear China lens
India needs to handle its multipolarity deftly to safeguard its relationship with America
