BUSINESS
Can global firms navigate the age of economic weaponisation?
Multinational firms are facing a new era of complexity that could reshape how, and where, they invest
BUSINESS
Long-term dilemmas await Asia caught in US-China tariff rivalry
India has diplomatic edge but cannot escape the threat from the US-China rivalry
BUSINESS
The rare weapon in China’s economic arsenal
As tensions rise between Washington and Beijing, a quiet but powerful move is playing out in global supply chains. This isn’t just about tariffs or tweets—it’s about materials hidden in the gears of global innovation, from defence to electric vehicles. A new front in the US-China standoff has opened, and the implications are far-reaching
BUSINESS
Trump’s tariffs signal a hard pivot to security-driven economic nationalism
BUSINESS
Trump’s tariffs risk making China a bigger headache for Asia
China’s territorial ambitions, weaponization of trade and burgeoning surplus are already causing trouble in the continent. Why US tariffs may make a bad situation worse
BUSINESS
Shifting Sands in the Middle East: A new global power struggle emerges
The Middle East is once again at the centre of a high-stakes geopolitical chess game, with global powers vying for influence over a crisis that could reshape alliances and redefine the balance of power. As new strategies and alliances emerge, the unfolding scenario hints at a world where the traditional players might not hold all the cards
BUSINESS
Can India handle the policy dilemmas thrown up by Trump, China and the EU?
Amid shifting global power dynamics, escalating tariff wars, and the evolving centrality of manufacturing, India finds itself at a crossroads. With opportunities to reshape its economic future and vulnerabilities to address, the path it chooses now could redefine its role in the geo-economic landscape
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
