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The Petrochemical Pivot: India's Refineries Are Learning to Stop Burning and Start Building
India's refiners are pouring over Rs 3 lakh crore into petrochemical integration, betting that the barrel's future lies in polymers and propylene — not petrol pumps.
India’s AI Ambition Meets Analog Limits
Like Macron’s Marine Drive jog, India’s tech run continues; Infosys-Anthropic pact accelerates modernisation amid persistent infrastructure gaps at AI summit.
With India's Fertiliser Manufacturing Stuck In Policy Limbo, Imports Will Keep Rising
Since October 2019, multiple fertiliser plant applications have languished in the absence of a successor to NIP-2012. This has stalled manufacturing investment and will accelerate import dependence for years.
India’s Growth March Continues, Even As Reform Vision Pauses
This year’s Budget too was expected to take the journey to Viksit Bharat ahead, with focus perhaps on the manufacturing and services sectors. It, however, stopped short of it.
Gold And Silver Havens Crumble In New Era Of Market Volatility
Once seen as shelters, gold and silver now swing wildly, underscoring a market regime where volatility is constant, not occasional.
First Person: Navi Mumbai Airport Is Closer, But Has A Long Way To Go
Navi Mumbai’s new airport is still testing passengers on the last mile.
Proven KG Basin to Iffy Andaman: A $10 Billion Gamble For Ultra-Deepwater Crude
With over 88% import dependency, India's state oil companies are investing massively in offshore drilling, balancing safe bets in proven basins against risky frontier exploration.
India’s US Trade Deal Forces A Long-Delayed Economic Detox
The India-US trade deal offers exporters relief but carries tough conditions, exposing domestic inefficiencies and geopolitical pressures, forcing an economic detox India has long delayed.
Nirmala Sitharaman’s Budget 2026 Lacked The Big Bang That Markets Wanted
Sitharaman’s Sunday Budget prioritised fiscal stability over bold reforms, triggering a 1,100-point market slide and investor disappointment.
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.
India’s Budget 2026 Signals A Sunday Moment For Reform
India’s Union Budget 2026, presented on a Sunday, signals intent, but markets will focus on whether it delivers decisive policy action beyond symbolism.
The Great Indian Trade Train: India Needs Its Own ‘Table Setter’
India’s cautious trade style contrasts Washington’s speed, raising questions whether reforms, empowered negotiators and faster decisions can drive 1991-style pivot.
