News & Voices
See the evolving global geopolitical landscape through our lens and uncover the forces transforming the world around us

China’s AI challenge grows as software race joins battle for chips
It’s no longer just trying to catch America in AI chips. It’s now building a rival software ecosystem, while Europe risks falling further behind

Indian workers feel safer than anyone else in Asia-Pacific: Report
Confidence in employment stability remains unusually strong despite AI disruption, global uncertainty and slowing engagement across workplaces

Iran oil returns: India eyes strategic energy edge
Sanctions relief for Iranian oil could cut India’s import costs, diversify crude supplies, strengthen energy security and enhance New Delhi’s strategic autonomy amid global volatility

Trump’s Iran chessboard: Is Wall Street betting trade on every threat, truce & tweet
Each hint of breakthrough lowered oil, eased inflation fears and lifted investor sentiment, raising a provocative question: Is the US President deliberately keeping the final deal just out of reach?

India’s post-pandemic investment cycle gains strength as pvt capital takes centrestage
Share of private capital in country's investment pipeline rose to 71.3% in FY23-FY26, with Rs 191 lakh crore projects driven by power and transport

India’s core sector growth tumbles to seven-month low of 0.5% in May
Energy slump overshadows infrastructure demand; refinery, coal and oil declines outweighed robust infrastructure growth

Weak monsoon, global volatility keep RBI in wait-and-watch mode on rates
Monetary Policy Committee’s meeting minutes reveal highest policy uncertainty since 2016 as 42% June rainfall deficit and 5.1% FY27 inflation challenge outlook

Rising costs squeeze India Inc margins, growth slows: ICRA
Revenue growth is expected to slow from 13.2% to mid-high single digits in Q1 FY2027, while operating profit margins may shrink by 100-150 bps

Dharma to Dalal Street: BSE’s new ‘Saatvik’ index brings ancient values to modern investing
India’s first such equity index transforms ancient philosophical principles into an investible benchmark, creating a new chapter in values-based investing

Rural consumption holds firm as income, savings & investment lose steam
Only 29.6% rural households saw income growth, yet 77.2% increased spending, finds Nabard survey. The widening gap signals pressure on household finances & future demand

The $1.5 trillion question: What did America really win against Iran?
A fragile peace, a closed oil chokepoint and mounting political doubts leave Washington confronting the true cost of a war it never fully explained

Airlines’ profit outlook crashes 50% as Iran war & fuel shock hit hard
Despite carrying over 5.1 billion passengers, airlines’ earnings are expected to halve to just $23 billion in 2026, leaving the industry with a razor-thin 2% profit margin
