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Fear Is Driving Up Gold And Silver Prices
Fear of the new global order, the rapid macroeconomic and trade shifts, and the absolute uncertainty of what the US might do is pushing up gold prices
Budget Must Prepare India for Fractured World Despite Economic Survey Optimism
With global conflicts, trade fragmentation and technology rivalries deepening, India’s Budget must turn projected resilience into concrete investments in security, innovation and energy transition.
India’s EU Pact Won’t Work Without A Home-Grown Reset Of India Businesses
The trade agreement opens Europe’s doors to Indian exporters, but the real battle will be fought at home — in factories, supply chains and compliance systems that must adapt to some of the world’s toughest rules.
It's The Worst Start To A Year In A Decade
Equities are down about 4% this year with the NSE nifty index off to the worst start to a year since 2016
Oil Glut Fears Built On Bad Math, Warns Energy Analyst Anas Alhaji
Alhaji notes that institutional forecasts have a long history of inaccuracy regarding consumption trends.
The Global Oil Market Isn’t Oversupplied, It’s Being Misread
In this episode of India Energy Week, Govindraj Ethiraj speaks with energy expert Anas Alhaji on why IEA forecasts, shifting trade routes and geopolitics are masking tighter-than-expected oil market conditions.
The India-EU ‘Mother Of All Deals’ Is Also A Geopolitical Message To Trump
The India-EU trade pact offers a $136 billion buffer against Trump tariffs, expands car quotas and defence ties, signalling a geopolitical shift despite pending legal details.
