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Independent analysis of South Asia, West Asia, and Indo-Pacific geopolitics. Covering conflict, energy, and global risk

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News, updates and insights into the Indian economy and financial markets.

Pomp before power: India’s AI Impact Summit highlights embarrassing gaps

India wants to lead the AI race. First, it may need to build the engine.

February 19, 2026
The AI Impact Summit has two dimensions of India's AI race— the prime minister's theatrics, rhetoric and the faux pas by Galgotia University.

Fast wheels: EU FTA redraws India’s automobile manufacturing ambitions

The India-EU FTA shakes auto stocks and tests India’s long-held reliance on tariffs to protect domestic manufacturing

January 28, 2026
India’s FTA with EU opens automobile sector's doors to European carmakers—but at what cost to Make in India and domestic manufacturing?

Who profits from the India-Pakistan military conflict?

As civilian tolls rise with India-Pakistan military conflict escalating across the LoC and international border, who is benefitting from the…

May 9, 2025
Who benefits from the India-Pakistan military conflict as South Asia experiences an escalation in the wake of India's 'Operation Sindoor'.

China’s Zhipu AI dragon takes flight despite US clipping its wings

Chinese AI start-up Zhipu AI launched its new AI model AutoGLM Rumination, which has the potential to disrupt the industry.

April 1, 2025
The US sanctions on Zhipu AI, a Chinese AI startup, failed to stop it from launching its latest model Chinese AutoGLM Rumination on Monday.

Trump’s tariffs hurt US farmers, deepening agricultural burdens

Who will be hurt more due to Trump's tariffs on Canada and China when it comes to agriculture? It will…

March 17, 2025
It's the US agricultural sector that would suffer the repercussions of Donald Trump's proposed tariffs on Canada and China.

Can Modi undo Trump’s steel import tariffs for Indian manufacturers?

Indian steel imports from China surged 80% in 2024. With Trump's steel import tariffs looming, India faces a double blow:…

February 13, 2025
Trump’s steel import tariffs echo his 2019 policies, can Modi's US visit bring relief to Indian steel manufacturers?

Greed of grid: Adani Power holds Bangladesh government to ransom

Adani Power’s ultimatum intensifies Bangladesh’s energy crisis amid hostilities with India, as the caretaker government pledges payments despite dollar shortages…

November 5, 2024
As India's Adani Power mounts pressure on Bangladesh over pending bills, it's hampering its interests and those of India in the region.

Hindenburg Research report on the SEBI chief to cause major trouble

The recent Hindenburg Research report on the SEBI chief Madhabi Puri Buch alleges ties to Adani, raising concerns about the…

August 11, 2024
The Hindenburg research report on the SEBI chief Madhabi Buch raises serious questions about conflicts of interest and regulatory integrity

The big American weapon companies yielding profit from Gaza genocide

Top American companies supplying arms to Israel to enable the genocide in Gaza, escalating Palestinian civilians' death toll to “unacceptably…

July 21, 2024
Top American weapon companies supply Israel with arms and ammunition, aiding the Gaza genocide despite Democrat's gun control call at home.

SPIEF 2024: Innovations in the Russian defence industry

While the Russian defence industry experiences production growth due to the special military operations, it's also eyeing dual-use products for…

June 6, 2024
SPIEF 2024 reveals how the defence industry drives Russia’s economic growth amid the Ukraine war. Can it balance civilian production?

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