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
BUSINESS
The Chabahar port deal can give India multi-fold edge in trade, diplomacy
The Chabahar-Zahedan line now gives India its opportunity to enter major trade partnerships with Central Asia, something it has long sought. It also gives India an opportunity to counter China’s growing economic influence in the region
BUSINESS
India should waste no time in fulfilling its green hydrogen potential
The challenges in creating adequate green hydrogen capacity are many, including for India. But the country must seize the advantages it has to quickly turn its green energy ambitions into reality
BUSINESS
A new US-Saudi deal could change power equations in the Middle East
For Israel, and the Palestine issue, the US-Saudi alliance would also spell out unequivocal change
BUSINESS
Battery storage remains a complex task for India
China dominates by accounting for half of battery use in the energy sector. India is constrained despite fiscal support and decline in costs. Issues like land acquisition remain
BUSINESS
Coming soon: Copper demand boom from EVs, renewables, AI and data centres
Copper demand will surge globally as electric vehicles, renewables and artificial intelligence data centres require the metal far more than the current industries
BUSINESS
India’s rising trade dependency on China needs dismantling, but is no easy task
BUSINESS
India needs to keep a close eye on Russia-China-Iran triangle
Long-term, existing cries of deep friendship notwithstanding, it will be a combination of new economic factors, centred around China, that will drive India’s levers of influence over Russia and Iran
BUSINESS
Israel-Iran conflict: India needs to reconsider risks to its natural gas supply in the near term
Much in the global gas markets will depend upon how the Iran-Israel imbroglio unfolds over the next few weeks and months
BUSINESS
Does India have any strategic play in ASEAN value chain?
China’s gradual dominance in ASEAN has given it clout over global value chains. India’s inability to make a mark in high value chains puts it at an economic disadvantage in this fast growing region
BUSINESS
China’s overcapacities are a significant challenge for India and the globe
China’s quandary is that at one level sustaining economic growth will require investment. At another level, it has built up capacities in sectors like new energy and technology manufactures to a vast extent.
BUSINESS
India’s oil import strategy faces risks from geopolitics, rising prices
India’s opportunistic buying from Russia at substantial discounts is now nearing its end with the country scarcely in a position to cock a snook at US sanctions, unlike China
BUSINESS
For India, Saudi Arabia is both an opportunity and a quandary
Economic changes in Saudi Arabia are an opportunity for India, but bigger rivals are setting roots there and the target sectors compete with its own investment priorities
BUSINESS
The Red Sea crisis will hurt the global economy if it continues much longer
World trade is adjusting to the Red Sea crisis by taking other even if longer routes. While business continues, there’s a cost both in terms of profits foregone as costs increase and higher transit times
BUSINESS
India has little time to lose as new land routes in Central Asia, Iran spring up as trade links
Central Asian and Eurasian region’s geopolitical might is on the rise but India has to speed up its efforts or else fall behind China in yet another trade relationship exercise
BUSINESS
Is the $100 bn FDI target under the India-EFTA trade agreement achievable?
It’s not a governmental commitment to invest the money but India’s industrial priorities in areas where the EFTA countries’ strengths lie, such as green hydrogen, renewable energy and infrastructure, provide enough avenues if the intent is there
BUSINESS
Does India have any real economic leverage over Russia?
India’s purchase of Russian oil was opportunistic and largely based on the ability to negotiate strong discounts. Sans this context, normal trade relations and equations will dominate and India’s current trade leverage over Russia will diminish
BUSINESS
Red Sea Crisis: Rising threat to undersea cables has serious security implications
The Houthi threat to undersea cables in the Red Sea has posed a critical challenge to India, which faces a surging communications load on the cables in the coming years.
BUSINESS
China’s trade tentacles run deep, making decoupling a pipe dream
Not only is there a dependency on China across key sectors that are fundamental to the growth of the Indian economy, but there’s also an underlying dependency across component supply chains
TECHNOLOGY
India can learn from Japan’s speed in setting up semiconductor facilities
There’s no doubt that Japan with its overall technology lead has multiple advantages. But the lessons of how commitment and speed can be built up need to be paid attention to
BUSINESS
India needs a state supported capital strategy for minerals security
India’s critical mineral strategy seeks to bridge the gap between supply and demand based on multifaceted strategies. It now needs to drive partnerships to secure offshore minerals sources amid an aggressive China and intense competition
BUSINESS
Defence sector’s techno-nationalism to yield gains for private sector
India is now targeting a Rs 1.5 lakh crore annual spend on modernising its armed forces until 2030 and domestic production has crossed the Rs 1 lakh crore mark in fiscal 2023
BUSINESS
What can help India’s food processing industry attain its potential?
India is the second largest producer of fruits and vegetables in the world, but the food processing industry accounts for less than 10 percent of the food produced in the country
BUSINESS
India must secure its nuclear energy supply chain
Like big countries globally, India, too, is quite heavily dependent upon Russia for much of its technologies, and enriched uranium. But India has domestically developed technologies which could help
