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India’s Energy Law Reforms Could Unlock $50 Billion in Clean Power Investment by 2030

India’s evolving legal framework for energy policy is creating new pathways fo ..

Uncategorized Posted on 2 hours ago

Why India’s Deeptech Ambitions Face a Capital and Customer Gap Despite Policy Push

India’s deeptech ecosystem requires substantial patient capital and anchor cus ..

Uncategorized Posted on 2 hours ago

Dollar Weakness in Early 2025 Challenges Reserve Currency Assumptions and Reshapes Emerging Market Calculus

The US dollar’s underperformance in early 2025 has defied market expectations ..

India’s Energy Law Reforms Could Unlock $50 Billion in Clean Power Investment by 2030

India’s evolving legal framework for energy policy is creating new pathways for private investment in renewable infrastructure while addressing long-standing regulatory bottlenecks. The convergence of energy law, environmental mandates, and industrial policy represents a structural shift that could reshape India’s power sector economics over the next decade. New Delhi, April 2026 — The intersection of legal frameworks and energy policy …

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Why India’s Deeptech Ambitions Face a Capital and Customer Gap Despite Policy Push

India’s deeptech ecosystem requires substantial patient capital and anchor customers to scale beyond prototype stages, according to Indian American technology executives. The structural challenge lies not in innovation capacity but in bridging the commercialisation gap that separates laboratory breakthroughs from market-ready products. New Delhi, April 2025 — Indian American chief executives have identified two critical bottlenecks constraining India’s deeptech aspirations: …

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Dollar Weakness in Early 2025 Challenges Reserve Currency Assumptions and Reshapes Emerging Market Calculus

The US dollar’s underperformance in early 2025 has defied market expectations of continued strength, raising fundamental questions about the currency’s trajectory amid shifting Federal Reserve policy signals and global capital reallocation. This dollar weakness carries significant implications for emerging markets like India, potentially easing import costs and foreign debt servicing burdens while complicating export competitiveness calculations. New Delhi, April 2025 …

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How US-Iran Tensions Create Dual Pressure Points for Asian Energy Security and Trade Finance

Asian economies face simultaneous pressure from surging crude oil prices and restricted dollar-denominated trade channels as US-Iran hostilities escalate, creating a twin deficit problem not seen since the 2012 sanctions era. India, Japan, South Korea, and China confront immediate current account deterioration alongside growing complications in settling energy imports through conventional banking routes. New Delhi, April 2026 — The strategic …

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Why Structural Drivers Behind Global Conflict Risk Are Accelerating in 2025

Global conflict risk is rising not due to isolated flashpoints but because of converging structural pressures: weakening multilateral institutions, intensifying resource competition, and the fragmentation of Cold War-era security architectures. These systemic vulnerabilities have created conditions where regional disputes now carry unprecedented escalation potential, with direct implications for energy security, supply chains, and sovereign debt markets worldwide. New Delhi, April …

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India’s Trade Strategy Faces Critical Test as Geopolitical Realignment Reshapes Global Commerce

India confronts a pivotal moment in its development trajectory as intensifying great-power competition forces a fundamental reassessment of its trade and industrial policies. The country’s strategic ambiguity between Western democracies and alternative blocs is becoming increasingly untenable as global supply chains fragment along geopolitical lines. New Delhi, April 2026 — The Hinrich Foundation’s latest analysis underscores a structural challenge that …

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Why Indian Equities Are Rallying Despite Record Foreign Outflows in April 2025

Indian equity markets surged sharply in early April 2025 as investors priced in de-escalation hopes along India’s northern borders, even as foreign institutional investors continued their sustained exit from domestic stocks. The divergence between rising indices and persistent FII selling reflects a structural shift toward domestic liquidity dominance in Indian markets. New Delhi, April 2025 — The benchmark Nifty 50 …

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Geopolitical Shock Erases Rs 51 Lakh Crore From Indian Equities: Anatomy of a Record FII Exodus

US-Iran military escalation has triggered the largest single foreign institutional investor outflow in Indian market history, with $12 billion fleeing domestic equities and benchmark indices shedding Rs 51 lakh crore in market capitalisation. The selloff represents a structural repricing of geopolitical risk premiums across emerging markets, with India’s import-dependent energy profile amplifying vulnerability. New Delhi, May 2025 — Indian equity …

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West Asia Conflict Threatens India’s Inflation Target: How Geopolitical Spillovers May Force RBI’s Hand in Q1 FY26

India’s June quarter inflation is projected to breach the Reserve Bank of India’s 4% target ceiling as escalating West Asia hostilities drive crude oil prices higher and pressure the rupee, compounding existing growth headwinds. The convergence of geopolitical risk, currency depreciation, and weakening domestic momentum creates a stagflationary undercurrent that may constrain the central bank’s ability to support growth through …

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How Oil Price Volatility and Geopolitical Risks Are Testing India’s Fiscal Resilience in 2025

Global geopolitical tensions are creating a triple threat for India’s economy through elevated crude oil prices, sustained rupee depreciation, and mounting fiscal pressure on subsidies and current account balances. The convergence of these factors marks the most significant external stress test for Indian macroeconomic stability since the 2022 energy crisis triggered by the Russia-Ukraine conflict. New Delhi, April 2025 — …

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