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The John Ternus Pick Shows How Apple Sees The AI Era
Apple’s elevation of John Ternus is a powerful reminder to shareholders and boards everywhere. A company’s choice of CEO is a declaration of its strategic priorities.
The Lost Art Of The Adventurer Capitalist
The passing of the legendary investor Mark Mobius served as a reminder of an era when the prospectors ruled the earth.
India’s True Leverage Is Economic, Not Geopolitical
A war it didn't start is costing India dearly. But history suggests the economy always finds its next engine of growth — and it may already be accelerating.
India’s Energy Mirage: The High Cost Of Artificial Prices
While the government has selectively raised prices on higher-octane petrol, jet fuel, and commercial gas cylinders, the broader consumer market for oil and gas remains heavily shielded.
India’s Energy Reckoning In The Age Of AI
India cannot afford to funnel scarce electricity to hyperscale AI platforms while significant swaths of the country are forced to return to burning firewood to cook.
How Local Innovation Can Rescue India’s Energy Security
As we navigate this difficult period, we must also accept that the ultimate solution will not come from short-term subsidies or geopolitical successes, like getting a few more ships through the Strait of Hormuz.
India’s Cooking Gas Crisis Proves That Ingenuity Is Not A Strategy
As kitchens swap LPG for kerosene and electric coils, a supply disruption exposes India’s heavy reliance on the Strait of Hormuz and its fragile energy strategy.
Indians Built Dubai’s Oasis. Why Can’t We Build Our Own?
If India truly wants to become a destination for global investment—and retain the vast wealth and talent of its own people—it must get its act together.
Gulf Conflict Reignites Global Anxiety
Global markets brace for seismic Monday as West Asia edges toward full-scale conflict, airspace shuts and Iran’s supreme leader’s death shakes economic confidence.
India Must Strive For Reform Not Better Trade Bargains
The US tariff reprieve offers India relief, but hollow gains persist as domestic protectionism continues undermining global competitiveness and trade potential.
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.
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.
