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Tag: India

Trump’s “Liberation Day”: an opportunity for Inda to wake up

  • J-P. Pizzini
  • April 3, 2025
  • Emerging Markets
Donald Trump’s global tariff blitz, a theatrical display of economic nationalism from the Rose Garden, has been received in India with a peculiar blend of...
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Oil Markets Boil Over as U.S. Sanctions Hit Russian Energy

  • J-P. Pizzini
  • January 13, 2025
  • Commodities
Oil prices surged to their highest in over four months, fuelled by a new wave of U.S. sanctions targeting Russia’s energy sector. The measures have...
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China’s Trade Surplus Hits New Heights, Setting the Stage for Global Tensions

  • J-P. Pizzini
  • November 11, 2024
  • Emerging Markets
China’s trade surplus is on track to hit a record high this year, putting it increasingly on a collision course with some of the world’s...
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The Transition to Clean Energy: The Big hypocrisy

  • J-P. Pizzini
  • October 21, 2024
  • Commodities
It should come as no surprise that global electricity demand is skyrocketing as the world strives to electrify everything. Goodbye petrol cars, hello electric vehicles,...
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Pressure mounts on emerging markets

  • J-P. Pizzini
  • May 2, 2024
  • Emerging Markets
Global investors are unwinding their bets on local currency bonds, a trend that could potentially put pressure on central banks to raise interest rates. This...
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Can India replace China as the engine of global growth?

  • J-P. Pizzini
  • April 8, 2024
  • Emerging Markets
China is slowing down, and Western governments increasingly see it as a rival rather than an economic partner. Along its southwest border, another booming economy...
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American producers major beneficiaries of sanctions on Russian oil

  • J-P. Pizzini
  • April 4, 2024
  • Commodities
The United States is the primary beneficiary of sanctions on Russian and Venezuelan oil. American oil exports have set five new monthly records since Western...
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Challenging time for the Indian economy

  • J-P. Pizzini
  • October 7, 2023
  • Emerging Markets
Indian households are saving less than they have in half a century. According to the Reserve Bank of India, household net savings in 2022-23 accounted...
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The Indian Central Bank adopts a hawkish stance with a surprise bond plan

  • J-P. Pizzini
  • October 6, 2023
  • Emerging Markets
The Reserve Bank of India has adopted a hawkish policy stance, stating that inflation remains too high and that it might take measures to absorb...
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