Tag: India

Trump’s coming trade war will drive more supply chains out of China, opening opportunities for select others to fill the gaps…

The 2024 U.S. presidential election is in full swing with candidates talking economic policy but partially skirting round foreign policy challenges. The foreign policy debate has been limited with most commentary focused on whether the policy will be more “arrogant” or “predictable”, neither of which are informative descriptions for a candidate or directionally insightful as a strategy. The next U.S. president will face several key issues on day 1 and, while temperament can be part of the test, there is a question of policy answers and details…

2024 is the year of elections…for most voters, “It’s the economy, stupid” may reign supreme…these are 10 bellwether economies to watch in 2024…

While there are some long-standing partnerships that continue to endure through time, U.S. politicians will have to become more accustomed to the transactional nature of international diplomacy…

Saudi Arabia’s reported interest in the Indian Premier League has not raised any significant discussion of “sportwashing”…Why is that the case?

Everyone knows economists have a poor track record of predicting recessions. Yet, it is hard to ignore the growing consensus among economists that the combination of inflation and interest rate hikes alongside tempered Chinese demand and US economic uncertainty could be the perfect storm for a global recession.

Those same economists, however, disagree on the depth and length of a potential recession as well as the underlying indicators that will answer their questions. Thus, instead of agreeing on a list of indicators, let’s focus on some countries that could be bellwethers for changing headwinds in 2023…

Modi may have appeared brash in his approach and his words at COP26…but that cannot overshadow the hard truths raised by his speech…

On a global scale, people are angry at the current health and economic environment with protests becoming increasingly prevalent. The question for political analysts and investors is whether the anger and unrest boils to an unsustainable level for some countries….

Jio may be overhyping the economic success in India. But covid-19 is surely overshadowing the greater economic troubles for India. The silver lining of covid-19 is the opportunity for leadership to make comprehensive economic reforms…