Category: Industry Sectors
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Energy Security or Strategic Dependency
The India-UAE energy agreement is being projected as a visionary geopolitical breakthrough, but beneath the optimism lies a far more uncomfortable reality. The agreement reflects not merely cooperation but India’s growing structural anxiety about its own energy insecurity. The larger question remains unanswered: why is a country aspiring to become…
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India and the Fear of Recession in 2026
The discussion around whether India is moving towards a recession in 2026 reflects a deeper anxiety about the changing global economic order rather than an immediate collapse of the Indian economy itself. Historically, India has faced multiple moments where fears of economic slowdown created psychological uncertainty among businesses, investors, and…
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Platforms, Power and the Invisible Control of Everyday Life
The history of economic power has always moved through different centres of control. In earlier centuries, landowners controlled agriculture, industrialists controlled factories, and banks controlled finance. Today, a new form of power is emerging through consumer technology platforms that increasingly shape how people buy, travel, communicate, learn, entertain themselves, and…
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The Strange Moment When Global Markets Rise but India Slows Down
For many Indians watching television or checking stock apps every evening, the current situation feels confusing. American markets are touching new highs, some European and Asian indices are recovering, technology stocks globally are attracting fresh investment, and optimism around artificial intelligence and energy transition is pushing capital into many economies.…
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Trust Economy and the Future of Development
Trust is slowly becoming one of the most valuable invisible assets in the global economy. In earlier decades, countries competed mainly through natural resources, military power, industrial capacity, and low-cost labour. Today, trust itself is emerging as a major economic force influencing investment decisions, innovation ecosystems, financial stability, governance quality,…
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Cheap Labour or Ecosystem: What Is Really Driving the Shift of IT Majors from China to India
For nearly three decades, the global business community looked at India mainly as a destination for low-cost talent. The image was simple. Cheap engineers, English-speaking graduates, back-office support, call centres, coding support, and outsourced software maintenance. China, meanwhile, became the world’s factory with unmatched infrastructure, manufacturing ecosystems, and execution speed.…
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Demography is Becoming the New Economics
For decades, economists believed that capital, technology, and natural resources were the primary drivers of national power. Today, demographics are slowly overtaking all three. The structure of population itself is becoming the hidden engine that determines which economies rise, which stagnate, and which collapse under social and fiscal pressure. The…
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India’s Tax Maze and the Growing Global Discomfort with Investing in India
For decades India was presented to the world as a land of demographic strength, entrepreneurship, democracy, and long-term growth potential. From the economic reforms of 1991 onwards, foreign investors slowly began to see India as a serious alternative to many emerging markets. Global fund managers travelled across continents explaining the…
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The Invisible Infrastructure Behind the Digital Economy
Telecom has quietly transformed from a communication service into the nervous system of the modern economy. In earlier decades, roads, railways, and ports defined national competitiveness. Today, fiber networks, mobile towers, cloud connectivity, and data ecosystems are becoming equally important because almost every sector now depends on digital connectivity for…