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Published in BusinessWorld
China’s Revenge for Tariffs Goes Beyond Trade to Soft Power, Treasuries
The second chapter of Donald Trump’s trade war with China has begun—and this time, Beijing seems even less inclined to blink.
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Stability Over Hype: Why Banking Is India’s True Growth Bridge
Why India’s banking sector may provide the stable foundation required for durable economic growth.
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Trump Tariffs Test Trust More Than Trade in India-US Ties
Tariff decisions become a test of strategic confidence between India and the United States.
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PSU Banks Rally: Momentum or True Long-Term Transformation?
An assessment of whether the sector’s rally reflects sentiment or a deeper structural improvement.
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New India, New Sectors and the Discipline of Patience
India’s emergence as the fourth-largest economy and the investment discipline its next phase requires.
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Big, Poor and Rising: India’s Uneven Economic March Continues
A view of the scale, progress and persistent imbalance behind India’s economic rise.
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In India, FDI Is Rising Again but Investor Confidence Is Slipping
Capital inflows recover while deeper questions remain about the confidence of long-term investors.
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Why Trump’s Diplomacy Mirrors a Local Strongman
A reading of unpredictability, bargaining and personal power in contemporary diplomacy.
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Geopolitical Shock Tests Investor Nerves, but India’s Market Story Holds
Regional conflict tests market psychology while India’s underlying investment narrative remains intact.
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Indian Stock Markets Resilient, but Cracks Show
Indian equities remain firm despite slowing growth, geopolitical tension and institutional outflows.
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