TK Arun
TK Arun is a Delhi-based journalist and columnist. He writes extensively on a range of subjects overlapping political economy, accessible at tkarun.substack.com. He has been the resident editor of the Economic Times at Delhi, headed the economy bureau and looked after the editorial page of the paper in the past.
AI Hopes Soar, India Pushes Asset Monetisation, Trump Spins Growth Story
As NVIDIA sought to calm AI bubble fears, India accelerated its National Asset...
India’s AI Options Beyond Optics: Real But Untapped
India’s AI push risks focusing on data centres and optics while neglecting chips, power...
Jet Deal Shows India Won’t Trade Security For Trade Promises
Advanced American jets come with intelligence dependencies that India appears unwilling to...
AI Panic, Budget Shocks, And India’s High-Stakes Bet On The US
From the AI sell-off to a landmark trade deal with Donald Trump, New Delhi is trading...
Fiscal Virtue, Growth Be Damned: Budget 2026 Misses A World In Flux
The Budget prioritised fiscal discipline over investment appeal, cutting the deficit to...
Budget Must Prepare India for Fractured World Despite Economic Survey Optimism
With global conflicts, trade fragmentation and technology rivalries deepening, India’s...
Trump’s Greenland Bully Act Collapses Under Davos Spotlights
World leaders returned to Davos as markets swung and geopolitical assumptions cracked,...
Emerging Markets Boom, Iran Burns, ISRO Faces Setback: The Week That Was
The promise of emerging markets contrasted sharply with unrest in Iran and a reminder of...
Trump’s Imperial Turn Leaves India With No Easy Choices
Trump’s revival of imperial doctrine upends global norms, pressures India strategically,...
Clean Power To Agriculture: A New Year’s Reform Wish List For India
Here is a wish list of policy reforms that India desperately needs, and will give...
Trump’s Tariff Exit, AI Hype And India’s Growth Test: What Will 2026 Look Like?
As 2026 nears, AI hype meets revenue reality, tariffs fade, but India’s growth faces weak...
How IndiGo Played Number Games To Justify Non-Compliance
IndiGo’s mass cancellations and rising backlash suggest its apologies mask an attempt to...
