Currency Conundrum

Create dedicated war chest to cushion against conflicts, defer non-priority imports, go big on dollar trades, currency swaps & non-dollar deals. K.A.Badarinath Is Bharatiya Rupee under attack? Will conversion ratio cross the psychological barrier of Rs 100 per one US dollar? Would that mean Bharat’s economy gets more susceptible or vulnerable to external currency market … Continue reading Currency Conundrum

Pragmatism Over Ambition

BRICS currency may not be shelved all together. Non-dollar settlements, digital currencies, regional payment gateways to take precedence. N. C. Bipindra A common BRICS currency is an idea that once symbolised the grouping's ambitious challenge to dominance of US Dollar. The common BRICS currency was proposed to reshape the global financial order apart from geo-political … Continue reading Pragmatism Over Ambition

Modi’s Mandate to Fuel Reforms

Big wins in state assembly polls especially in West Bengal would hasten pace of economic, governance reforms and spreading the growth story. Bharat continues to be brightest star. K.A. Badarinath West Asia conflict, Russia-Ukraine war notwithstanding, Bharat will continue to be the brightest spot globally on economic front. It will continue to be the fastest … Continue reading Modi’s Mandate to Fuel Reforms

Recurring Bailouts Expose Flaws in Pakistan’s Economic Framework

Recurring Bailouts Expose Flaws in Pakistan’s Economic Framework

By N. C. Bipindra Pakistan’s economic crises have unfolded with a familiar pattern for decades. It emerges from a balance-of-payments shortfall with foreign exchange reserves dwindling and its government running for emergency support from friendly capitals and multilateral lenders. As temporary relief arrives and the immediate crisis subsides, it has never led to any meaningful … Continue reading Recurring Bailouts Expose Flaws in Pakistan’s Economic Framework

A Fine Balancing Act!

Post-war uncertainty in West Asia pose serious challenges with jostle for control of oil assets, ruling Iran with an iron fist and Bharat has its task cut out. K.A.Badarinath US President Donald J Trump’s statement on ‘ending the war’ shortly cannot be taken on its face value. Nor do the markets, stakeholders expect the war … Continue reading A Fine Balancing Act!

Bharat May Brace Up for Post-War Economic Impact

Bharat May Brace Up for Post-War Economic Impact

Currency, oil, bullion, commodities markets volatility, contraction in consumption demand, disruption in supply chain, uncertainty on external front may be felt in medium term across geographies. K.A.Badarinath None can vouch for global economic certainty in medium term given about half a dozen conflicts happening simultaneously. Most of them are bloody and involve loss in large … Continue reading Bharat May Brace Up for Post-War Economic Impact

Narendra Modi in Israel: Friendship Reborn

Narendra Modi in Israel: Friendship Reborn

Indian Prime Minister’s visit to Israel goes beyond symbolism. Substantive outcomes may lead to redrawing alliances in West Asia. Paushali Lass For decades, India and Israel were close yet cautious partners, working behind the scenes. This week, that changed. Prime Minister Modi’s visit did more than make history. It marked dawn of “Special Strategic Partnership,” … Continue reading Narendra Modi in Israel: Friendship Reborn

Trump, Tariffs & Tumult

Uncertainty in global trade got new lease of life with US President Trump insisting on weaponising tariffs with no signs of easing down. K.A.Badarinath President Donald Trump is going bonkers. Tariffs or weapons of mass destruction, it makes no difference to him or the Republican White House that he runs. It’s with the same vigour … Continue reading Trump, Tariffs & Tumult