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...
Tag: India
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...
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...
The Strait Was Never Closed — It Was Taken
There are moments when markets misread events as shocks, when they search for volatility where, in fact, there is structure. This is not one of...
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...
Trump Turns Iran Into a Global Toll Booth
Donald Trump has announced a 25% tariff on goods from any country “doing business” with Iran, the latest escalation in a campaign that is less...
Trump’s Tariffs Push Modi Into Xi and Putin’s Arms
It took Donald Trump’s second coming to achieve what years of border clashes, diplomatic frigidity, and mutual suspicion could not: a strategic rapprochement between India...
How to Lose Allies and Strengthen Rivals – The Washington Way
Still nursing the bruises from Donald Trump’s 50% tariffs, India has arrived at a fresh, bitter conclusion: the American president seems perfectly happy to rough...
The Great Surrender: How the West Sold Out Ukraine
Washington and Moscow are inching towards a deal to “end” the war in Ukraine, a plan that would see Russia formally keep the territory it...