BUSINESS
Why global capital is souring on China
Geopolitics, and hegemonic rivalry, are part of the story—a key part but not the whole story. Geoeconomics, a troubled economy, domestic policy, and the risk of war over Taiwan are the other parts to the growing unease towards China
BUSINESS
Why is Vietnam a destination of choice for global FDI?
Vietnam’s proximity to China, competitive costs, a relatively skilled workforce, extensive free trade agreements (FTA) make it an enviable investment destination for global firms
BUSINESS
India’s warehousing and logistics sector is in the midst of a boom
India’s growing economy is leading to a boom in the setting up of infrastructure such as logistics parks, warehouses with the latest technology. Investors are pouring money into these assets
BUSINESS
India’s infrastructure stock is growing, but private sector is yet to bite big
Private investments have either been crowded out or have grown at a much slower pace, arguably because demand inducements have been absent
BUSINESS
With Russian oil bonanza on the wane, India needs to refocus on Iraq
Infrastructure and engineering sectors are where India has seen an opportunity
INDIA
India must make haste in securing finance to gain edge in critical minerals
Scarcely any Indian company or financial institution has made concurrent attempts to build the funding capabilities required to catapult India into the next orbit of critical minerals development
BUSINESS
The Green Pivot: China is painting its industries green with an enviable finance strategy
China needs around $21.3 trillion in debt financing to reach its net zero emissions target by 2030, which looks achievable with its current strategy
BUSINESS
The dismal state of power discoms threatens India’s energy dreams
The crucial fact missing in all the backslapping on investments in the power sector is that investments need to integrate from generation to transmission and distribution
BUSINESS
Death of the dollar and the yuan’s rise: That’s a long shot
The temptation to invoice trade in currencies beyond the US dollar has risen, but currency pairs do have an underlying dollar component one way or the other across trade
BUSINESS
China’s gas deals with Qatar are powering it as a swing trader
BUSINESS
India needs both Iran, US to take advantage of the vital INSTC trade corridor
BUSINESS
Saudi money and Chinese technology make a formidable geopolitical combination
BUSINESS
Green Pivot | India’s aluminium industry crucial for green transition but emissions pose a big obstacle
BUSINESS
India will need to do a balancing act, albeit with a tilt to the US
BUSINESS
The Green Pivot: Will India’s green energy dreams face a severe capital crunch?
BUSINESS
Adam Smith and the distortionary impact of Artificial Intelligence
BUSINESS
India’s just transition from coal is complex, messy and politically difficult
BUSINESS
China’s attempt to build a Pax Sinica won’t succeed
BUSINESS
China’s dominance in rare earths and magnets is alarming
BUSINESS
India needs an urgent push to secure its copper resources
POLITICS
India faces unprecedented diplomatic challenge to secure its military future
BUSINESS
China’s domination of the global renewable energy sector is here to stay
BUSINESS
The CPEC is a metaphor for Pakistan’s failings
BUSINESS
India’s battery manufacturing plans will need a secure nickel supply chain
