China’s Calm Front, Fragile Core
China today presents itself as the one major power still capable of looking composed in a world that seems determined to lose its balance. That,...
Category: Emerging Markets
India’s Industrial Dream Meets the Chinese Gatekeeper
India wants to be the alternative. The factory floor the West can trust, the manufacturing platform that rises as China hardens, the industrial power that...
Russia-China, the Axis of Convenience Tightens
As war drags on in the Middle East and the American position grows more erratic by the day, Beijing and Moscow are doing what they...
The Rupee’s Reprieve, India’s Trap
The rupee has bounced. That is the headline. The problem is that the bounce changes very little. India’s central bank has chosen the regulatory route...
The Quiet War Behind the War: the Chinese strategy
There is the conflict everyone sees — missiles, oil, ships stalled in narrow waters. And then there is the other one, slower, colder, infinitely more...
When Dosas Disappear: The Day the Energy Shock Became Human
Crises are often announced by markets, priced in basis points, debated in central banks, and diluted in forecasts. But they are only understood when they...
Holy Empire: Russia’s Quiet Conquest of Africa
At the edge of the South African wine country, near the town of Robertson, beyond rows of corrugated iron shacks and up a gravel track...
The Day Emerging Markets Became the Safe Haven
History enjoys irony. For decades, emerging-market currencies were the trembling limbs of global finance — volatile, fragile, forever hostage to dollar surges and capital flight....
When Washington Turns Predator: Europe and India Are Building a World Without America
After nearly twenty years of sterile negotiations, India and the European Union have suddenly done the unthinkable: they have agreed. A free-trade pact, announced this...