India’s strategic narrative: No more dossiers, a use of visible but proportionate force
Op Sindoor marked a strategic departure point for India in its attempt to combat Pakistan’s state-sponsored terrorism. In line with international law, India will harness its superior military capabilities to deliver a calibrated response. The onus of managing escalation is on Pakistan, and if it chooses to go up the escalation ladder, India will retaliate. A strategic analyst integrates the many dimensions of Sindoor to present a coherent narrative of what changed in Indo-Pak dynamics
Data Confirms PM Modi’s Warning: Global report shows terrorism is devastating Pakistan
Prime Minister Modi’s stark warning to Pakistan—that terrorism will be its undoing—is not just rhetoric. The 2024 Global Terrorism Index backs his words with hard-hitting numbers, showing Pakistan as one of the most terror-ravaged countries in the world, even surpassing war zones like Syria and Somalia
Does converting yuan into gold pose a threat to the dollar?
A thriving foreign exchange market facilitates speculation in the dollar and adds to its hegemony
India’s growth outlook is of cautious optimism in the current fiscal
A lot will depend on how India navigates global trade and tariff talks
FPIs now have more freedom in corporate bonds, but no desire to pick them
The removal of the limit on short-term corporate bonds would attract more foreign investors.
Chart of the Day | Inflation has cooled off, but there’s a catch
A cooling inflation print offers the RBI a golden window — but will it act?
Trump’s premature message on the ceasefire is a setback for India-US ties
The American president’s social media messages about the ceasefire between India and Pakistan are bound to be disquieting for both Indians and neutral observers. From indicating an equivalence between the two countries to going back to hyphenating them, the tenor was inconsistent with reality. This setback may be because of the recent churn in the Trump administration.
Initial India-Australia agricultural trade data shows that FTA has helped farmers
India’s agricultural exports have increased. For sure, Australia’s exports have increased more, driven mainly by lentils. The trade deal with Australia is a success story even if full potential of the deal is yet to be realised for Indian exports
Chart of the Day: India’s weight loss drug market is shaping up well
Sales of diabetes drug Rybelsus, which is also believed to help in weight loss, increased by 35 percent in the12 months to April 2025
Can Europe finally fix its capital markets?
Stung by its lack of competitiveness, the EU is making a new push to create a deep financial market. Some investors believe this time could be different
India and Pakistan - An immoral equivalence by the Western media
The US conducted approximately 430 drone attacks between June 2004 and July 2018 in Pakistan, resulting in between 2,500 to over 4,000 deaths. Western media was not notably vociferous in demanding rigorous proof about the guilt of the targeted persons. Most anti-terrorism operations are mounted based on intelligence inputs, which would not pass the ‘beyond reasonable doubt’ criteria of criminal trials
India’s sugar sector stable with positive outlook for 2025
The Indian Sugar and Bio-energy Manufacturers Association confirms stable sugar supply for 2024–25, driven by consistent production, timely farmer payments, and controlled exports. A favourable monsoon and improved cane varieties support a strong outlook for 2025–26
Why China’s calm response to Trump’s tariffs worked — and what comes next
Markets cheered the lowering of tariffs in the US-China trade war. But the underlying uncertainty remains
Delivery Diaries: How quick commerce is transforming dairy access and beverage consumption trends
Swiggy’s latest campaign showcases how quick commerce boosts access to diverse dairy products. It highlights consumer trends in health beverages, packaging innovation, and the evolving role of delivery platforms in shaping food culture
Navigating volatility with a multi-asset investment strategy
In 2025's volatile market, a multi-asset investment strategy can help reduce risk through diversification, balancing losses in equities with gains in assets like gold and bonds
How to sharpen the focus of climate cash
The draft climate finance taxonomy is the first concrete step by India to clear confusion about green projects
Is the rally over in gold?
Central banks have been big buyers of gold and have skin in the game now
China-US trade war may have paused, but geopolitical rivalry hasn’t
Despite a 90-day tariff truce, the broader US-China trade conflict remains unresolved, with global trade splintering and strategic tensions on the rise
What’s Fuelling the Market Rally? Ceasefire, Global Deals, and FII Hopes
Given the relative valuations of Chinese markets and their long-term underperformance, a tactical momentum in Chinese inflows is to be expected and that could be at the cost of India
Modi’s Op Sindoor Address: National interest, geostrategic calculus, and the art of communication
PM’s address to the nation conveyed a multifaceted message, targeting Pakistan, the international community, and the Indian public.
PM Modi signals ‘new normal’ for the full spectrum of relationship with Pakistan
Last week’s display of aerial superiority by Indian military has catalyzed a reset in the full spectrum of ties with Pakistan. Be it trade or even sharing of Indus waters, Pakistan’s approach to using terror as a part of its strategic tool kit will be the reference point. It signals a long period of dormancy in bilateral ties. However, a reset of approach from Pakistan is unlikely
Virat Kohli was the last great test superstar of India’s golden era
The cricketer who wore his passion on his sleeve spearheaded India’s most successful phase when even the mighty Australians were brought down in their backyard. Kohli was the best advertisement for the long format which is the emotional core of the sport
The High Cost of Living on the Edge: Another terror flashpoint, same economic toll
We are living in what economists might call a permanent low-grade war economy. It does not show up in the form of large-scale mobilisations or daily missile exchanges. But it is deeply present. India is not at war. But it is never fully at peace. This in-between state demands readiness without relief, expenditure without the decisive resolution of conflict
Budget games, taxes and Treasuries
And greedflation revisited
US tariff policy accelerates deeper structural changes
Unusual swings in markets and consensus economic narratives point to longer-term forces
