The main impact on India will not be US tariffs. It will be the coming recession caused by Trump’s actions. That will depress the GDP of all countries, including the US and India. The bond market has not settled down […]
Tariffs on hold, but not Trump’s trade wars Read More »
Donald Trump is seeking a place in history as the president who destroyed the post-WWII order and made America great again. But he’s going to become immortal for quite the opposite This article was originally published by The Times of India
Who can stop Trump from committing economic and political suicide? Read More »
The main impact on India will not be US tariffs. It will be the coming recession caused by Trump’s actions. That will depress the GDP of all countries, including the US and India. On April 2, US President Trump announced
For India, there is a bigger worry than US tariffs Read More »
Donald Trump is considering a plan to force US gilt holders into swapping them for lower-value 100-year bonds, undermining a cornerstone of the global economy since 1945 This article was originally published by The Times of India on Mar 26, 2025
After Trump tantrums, will gold replace dollar as global anchor? Read More »
As India moves towards high-income status, the number of art buyers is skyrocketing and the market is taking off. This happened two decades ago in China and is now starting in India A painting by MF Husain, Gram Yatra, was
Husain auction record may be the big breakthrough moment for Indian art Read More »
There was always some doubt about America’s nuclear guarantees. But now Trump has made it clear that these guarantees should not be taken seriously and US allies are on their own This article was originally published by The Times of India
Why Trump’s tantrums will trigger a global nuclear arms race Read More »
US President Trump has practically dismantled USAID, citing reasons of waste and corruption. While this will affect critical aid programmes, particularly in Africa, this may be beneficial in the long run US President Trump has virtually abolished USAID, the country’s
USAID closure may be blessing in disguise Read More »
India is currently providing support to multiple groups, but the most to the Big Three — Tata, Ambani and Adani. This risks endless subsidies and protection for investments that never become competitive. Industrial policy is now favoured by govts the
‘Chaebol’ model for Indian firms needs rethink Read More »
Just as Trump pulled the US out of the WHO and Paris climate agreement, he can surely leave the WTO too. Why should other countries, accounting for 85-88% of world trade, not carry on without the US? By declaring that
India should work towards a Trexit from WTO Read More »
Once upon a time, the USSR looked poised to overtake the US before collapsing. Similarly, tepid growth and trade barriers may derail China’s plans to rule the 21st century This article was originally published by The Times of India on Feb
Has China peaked? Will it meet the same fate as the USSR? Read More »
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