News & Voices
See the evolving global geopolitical landscape through our lens and uncover the forces transforming the world around us
India, France push strategic partnership into AI, defence
Space, fintech, talent mobility, supply chains and innovation ecosystems emerged as key pillars of the Modi-Macron meeting, alongside fresh economic and security initiatives
India's FTA bet faces a reality check
Expanding FTA network is boosting trade, but widening deficits, weakening manufacturing and shrinking policy space, warns GTRI report
BRICS 'Indore Declaration': Members bet on agriculture as strategic growth engine
The larger objective is to build a coordinated BRICS ecosystem for food security, agricultural trade and innovation amid rising global uncertainty
Current account surplus masks India’s widening trade deficit
Services exports and remittances bolstered the external account, while reserve gains may weaken as global risks intensify
Can India’s FTAs deliver its $1 trillion export dream?
The export push hinges on whether FTAs can unlock investment, strengthen manufacturing competitiveness and overcome persistent domestic bottlenecks
Oil shock grounds post-Covid aviation boom
Global air passenger growth slows in 2026. The Middle East conflict, soaring fuel costs, and weaker economic growth will curb air travel
NBFCs enter new growth cycle as scale meets stricter oversight
Asset quality improves, credit growth outpaces banks, and funding diversifies, though profitability and margins face fresh regulatory pressures
Leisure travel to keep India’s hotel industry on growth track in FY27
Industry consolidation, stable margins and strong balance sheets are expected to cushion operators against oil shocks and softer business travel
Retail inflation edges higher as food prices & fuel costs add pressure
Rural households faced sharper price rises, state-level disparities widened, transport and jewellery costs climbed, though inflation stayed below RBI target
Return of $150 oil? Why a price shock may not last
While the conflict could trigger a dramatic oil rally, oversupply risks, demand destruction, alternative supply chains and clean energy shift may ultimately cap prices
Iran war jolts world economy, but India’s 6.6% growth a rare bright spot: World Bank
It warns of a fragile global outlook as conflict-driven energy shocks, inflation and debt strain economies, testing India’s resilience and reform agenda
India, Nepal toll out UPI-based digital remittance service
Initiative is expected to make cross-border transactions faster, cheaper and more secure for migrant workers, families, tourists and businesses