News & Voices

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

Can India’s FTAs deliver its $1 trillion export dream?
TRADE DEALS

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

Chinmay Chaudhuri·Jun 13, 2026
Oil shock grounds post-Covid aviation boom
AVIATION

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

Chinmay Chaudhuri·Jun 12, 2026
NBFCs enter new growth cycle as scale meets stricter oversight
BANKING & FINANCE

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

Chinmay Chaudhuri·Jun 12, 2026
Leisure travel to keep India’s hotel industry on growth track in FY27
INDUSTRY ANALYSIS

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

Chinmay Chaudhuri·Jun 12, 2026
Retail inflation edges higher as food prices & fuel costs add pressure
ECONOMY

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

Chinmay Chaudhuri·Jun 12, 2026
Return of $150 oil? Why a price shock may not last
OIL & GAS

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

Chinmay Chaudhuri·Jun 11, 2026
Iran war jolts world economy, but India’s 6.6% growth a rare bright spot: World Bank
GLOBAL ECONOMY

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

Chinmay Chaudhuri·Jun 11, 2026
India, Nepal toll out UPI-based digital remittance service
FINANCE

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

Chinmay Chaudhuri·Jun 11, 2026
RBI-govt forex push steadies rupee, structural risks persist for economy
GOVT POLICY

RBI-govt forex push steadies rupee, structural risks persist for economy

RBI-backed foreign capital measures may steady the rupee, but oil shocks and weak exports could quickly test optimism

Chinmay Chaudhuri·Jun 11, 2026
AI to rewrite rules of business by 2050. But are companies ready?
TECH TRENDS

AI to rewrite rules of business by 2050. But are companies ready?

Companies that’ll lead the global economy in future may be those that treat AI not as a silver bullet, but part of a wider structural transformation

Chinmay Chaudhuri·Jun 11, 2026
Hope for diabetics: Old TB vaccine cuts insulin use in patients
HEALTHCARE

Hope for diabetics: Old TB vaccine cuts insulin use in patients

Decades-old tuberculosis vaccine has shown surprising potential to improve blood-sugar control in autoimmune diabetes

Chinmay Chaudhuri·Jun 10, 2026
Rural finance data gap calls for panchayat-level reform
ECONOMY

Rural finance data gap calls for panchayat-level reform

Weak local data is crippling fiscal devolution. Better data is no longer an administrative requirement but a prerequisite for efficient public finance management & rural development

Chinmay Chaudhuri·Jun 10, 2026