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
BUSINESS
Geopolitical rivalries are changing global natural gas industry dynamics
The oil and gas industry argues that LNG could replace much of the global coal consumption as a transition fuel while renewable and alternative like green hydrogen develop to capacity
BUSINESS
China’s omnipresence makes it indispensable to global growth
While US attempts to decouple from China make headlines, its impact on other parts of the globe, across Europe, Asia and Africa, are equally, if not more crucial to examine
BUSINESS
Is oil’s long-term role in the energy mix unavoidable?
ExxonMobil believes that oil will continue to play a key role in the energy demand mix even as late as 2050, but current planned investments could mean oil production could fall short. What the numbers say
BUSINESS
Ukraine visit notwithstanding, does India have any real influence on today’s geopolitical rivalries?
India’s ability to truly emerge as an effective interlocutor or influencer in the Russia-Ukraine crisis is highly limited. It is playing a balancing act that suits its own strategic priorities
BUSINESS
Why Vietnam is gaining in the FDI sweepstakes and the lessons for India
Vietnam is becoming a key player in global supply chains attracting substantial FDI from China in the process but is also attempting to balance the US-China tensions alongside. There’s a window of opportunity for India
BUSINESS
Global natural gas supply under threat from war, geopolitics
Ukraine’s attack on Russia’s Kursk region raises the risk perception for natural gas from geopolitics, adding to the existing uncertainty on demand-supply and shipping fronts
WORLD
Escalation in Middle East crisis adds to uncertainty on global trade front
The attacks in Israel, Gaza and Lebanon have upended hopes of any normalisation in freight costs or trimming of shipping delays. July PMI data is reflecting these concerns and the outlook has turned cloudier
BUSINESS
India’s SMEs need a comprehensive policy beyond budgetary finance to go global
India needs to put in place a holistic policy for SMEs
BUSINESS
Will the Russia factor mar India’s acquisition of key US military technologies?
India has a delicate balancing act to play, in maintaining good relations with Russia even as it needs access to key US military technology and equipment to strengthen its defence capabilities
BUSINESS
India must assess industry-specific decarbonisation costs urgently
The EU’s carbon tax requires India to address green transition across the value chain
BUSINESS
Decline in India’s FDI flows calls for fresh thinking
Declining FDI flows are no longer just about governance or tax considerations, but are mainly about geopolitical motivations
BUSINESS
India needs more green energy to fuel its data centre ambitions
Data centres are the backbones of modern tech-driven businesses from cloud computing to the AI. India’s ambition of becoming a key participant will place significant demands on its energy sector
BUSINESS
The death of the dollar is still a tale
The dollar is no longer as dominant as it was in the eighties or nineties but it’s no pushover either as countries such as China push their own currency as a replacement
BUSINESS
India needs a fresh gameplan to secure mineral resources amid geoeconomic churn
China’s domination in critical minerals is shaping geopolitical realties now and will continue to do so, something that India must urgently address to safeguard its own resource needs
LOK-SABHA-ELECTION
Geopolitics makes India’s quest for Aatmanirbharta in semiconductors an imperative
Government finance and subsidies are driving industry targets across virtually every country that is targeting semiconductors as a national, geo-strategic imperative
BUSINESS
Is the sun about to set on the US dollar soon?
BUSINESS
A race for military domination in space? India must rush ahead
For India, given the space race scenario and the gap with China, space needs to be a key priority
BUSINESS
Transition from coal poses difficult questions for India
The faster the economy grows the higher the requirement of energy and the base load energy for the Indian economy comes from coal
BUSINESS
Does India have a chance to gain an edge over China within the EU?
Some industrial segments in the EU particularly among the medium-sized companies may be more inclined towards the Indo-Pacific nations rather than China
