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
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
