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
ANALYSIS

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

Chinmay Chaudhuri·Jun 23, 2026
Indian workers feel safer than anyone else in Asia-Pacific: Report
SURVEY

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

Chinmay Chaudhuri·Jun 23, 2026
Iran oil returns: India eyes strategic energy edge
OIL & GAS

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

Chinmay Chaudhuri·Jun 23, 2026
Trump’s Iran chessboard: Is Wall Street betting trade on every threat, truce & tweet
GLOBAL ECONOMY

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?

Chinmay Chaudhuri·Jun 22, 2026
India’s post-pandemic investment cycle gains strength as pvt capital takes centrestage
REPORT

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

Chinmay Chaudhuri·Jun 22, 2026
India’s core sector growth tumbles to seven-month low of 0.5% in May
ECONOMY

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

Chinmay Chaudhuri·Jun 22, 2026
Weak monsoon, global volatility keep RBI in wait-and-watch mode on rates
POLICY

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

Chinmay Chaudhuri·Jun 22, 2026
Rising costs squeeze India Inc margins, growth slows: ICRA
INDUSTRY ROUNDUP

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

Chinmay Chaudhuri·Jun 21, 2026
Dharma to Dalal Street: BSE’s new ‘Saatvik’ index brings ancient values to modern investing
STOCK MARKET

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

Chinmay Chaudhuri·Jun 21, 2026
Rural consumption holds firm as income, savings & investment lose steam
ECONOMY

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

Chinmay Chaudhuri·Jun 20, 2026
The $1.5 trillion question: What did America really win against Iran?
IRAN-US CONFLICT

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

Chinmay Chaudhuri·Jun 20, 2026
Airlines’ profit outlook crashes 50% as Iran war & fuel shock hit hard
AVIATION

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

Chinmay Chaudhuri·Jun 20, 2026