tim cook website Courtesy: Nikkei Asia
26 July 2023

India: a rising supply chains hub

China-centric global supply chains are being disrupted by rising geopolitical tensions between the U.S. and China and multiple global shocks, forcing multinational companies to rethink are global sourcing strategies. India can leverage this moment to become a complementary manufacturing hub in Asia by reaping gains from technology transfers and creating value-adding jobs.

Putin's Speech Valdai Courtesy: Valdai Discussion Club
3 November 2022

At Valdai, Putin’s vision of emerging world order

The reference to India by Russian President Vladimir Putin at the Valdai Discussion Club may be interpreted as encouragement to New Delhi to use its good offices to nudge the warring sides to the negotiating table. Mediation is a big power game, and this may be the right time for India, at the cusp of the G20 Presidency, to start with a record of success

Modi In G20 Courtesy: Narendra Modi/Facebook
25 August 2022

Geopolitics, G20 and India’s Choices

India will be president of the G20 in 2023. The world’s most influential economic governance body is facing an existential crisis, where the major powers have fallen out. With geopolitical currents redefining geo-economics, India needs to be ready to emerge as the chief global diplomat.

china pakistan flags Courtesy: Shutterstock
22 June 2022

Understanding Pakistan’s China Debt Problem

Pakistan’s latest economic survey reveals the extent of the country’s indebtedness to China. High-interest Chinese loans, reckless multilateral borrowing, and ever-increasing defence budgets have deleteriously impacted Pakistan’s finances. Any lasting solution to these problems will have to involve China.

Lagarde 2 Courtesy: IMF
19 March 2015

IMF, RBI and interest rates

The IMF’s 2014 review has some good GDP news but its reservations on interest rates bears closer attention. It can take 32 months for the effects of a an interest rate cut to be felt. What does this mean for the Indian economy?