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A shaky US–China truce, a cautious Fed, and an underperforming India—markets may have dodged a bullet, but the pressure is far from over
While India's growth indicators remain strong, October's softer PMI and persistent trade uncertainties raise uncomfortable questions
After a turbulent Samvat 2081, the markets step into the new year not with fireworks but with quiet resolve and the will to rise
Festive spending surges with GST cuts and supportive RBI policies, but growth continues to be below aspirations
Ths US Fed chief has one eye on the tariff risks to prices, and the other on a softening job market
India's rating upgrade arrives precisely when Trump's tariffs test the nation's ability to balance economic growth with strategic independence
The latest trade move may mark the most serious test of the India-US relationship in decades
As geopolitics reshapes trade flows and domestic data reveals cracks in demand, markets are adjusting unevenly—pricing in policy shifts while grappling with earnings ambiguity
NATO's new 5 percent defence spending target marks a historic rupture--signalling the rise of the security state, the eclipse of social welfare, and the march to a militarized economy
India's economy grew 6.5 percent in FY25, with a robust 7.4 percent expansion in Q4 despite global headwinds and domestic uncertainty, signalling underlying resilience
The Trump regime, with its erratic and shifting policies, will continue to reshape markets in unpredictable and often disruptive ways
As markets cheer temporary truces, the real story is America's struggle to navigate a world where its dominance is fading, and systemic chaos reshapes global trade and power structures
Even as a brutal terror attack tries to derail peace, Kashmir's collective outrage and the nation's calm resolve point to a deeper strength
President Trump's partial tariff retreat may have soothed investors for now, but the deeper tremors of economic nationalism, policy whiplash, and global realignment are far from over
Tariff Day was no ordinary disruption--it was an Orange Bear event, loud, chaotic, and dangerously absurd
This is the right time to quote Samuel Beckett's famous play, Waiting for Godot: 'In the immense confusion one thing alone is clear. We are waiting for Godot to come. '
Despite promises of Making America Great Again, Trump's policies and rhetoric may have accelerated the decline of US global leadership and market dominance
Policy uncertainty indices are near all- time highs, yet market volatility indices do not reflect that. Does this signal investor confidence, or are markets under-estimating the problem?
Fact, they say, is stranger than fiction and the best way to understand Trump's ways is to look to nonsense fiction
The question is: Why did GDP growth fall so sharply from 9.2 percent in FY 24 to 6.5 percent in the current fiscal year?
The problem lies in trying to predict what Trump will do, simply because his role model seems to be Alice in Wonderland, who famously said, 'I know who I was when I got up this morning, but I think I must have been changed several times since then
The US is overstretched, militarily and financially, and it can no longer take care of both a European and a Pacific front
With Trump's policies threatening to rock the world and with the Indian economy slowing down, we need an extraordinary budget to Make India Great Again
January 20th will mark a new era in international relations, with the US having no compunction in throwing its weight around both on allies and adversaries
