Not very long ago, energy was discussed largely in operational terms. Businesses worried about procurement costs. Governments worried about supply continuity. Beyond that, energy rarely entered mainstream economic thinking unless prices spiked dramatically. That is no longer the case. The importance of energy in the economy in 2026 is more extensive than we can think. […]
Category Archives: Resources
For years, global supply chains were built around a fairly simple assumption: efficiency would outweigh almost everything else. If we take manufacturing to a faster, cheaper, and scalable pace, production would naturally be concentrated in a few geographic locations. This would have been very effective in the past. However, I believe 2026 marks a subtle […]
The oil market has started to feel unsettled again. Not sharply, but enough to get attention. Prices are moving in a way that suggests underlying strain, and supply discussions have become more careful in tone. For India, this brings back a familiar line of thought. We have seen this play out before. The difference now […]
There is a tendency, particularly in emerging economies like India, to view global conflict as something that sits outside the core economic model. We acknowledge it in passing, factor it into risk reports, and then return to more controllable variables such as domestic demand, policy levers, and sectoral growth. But that separation is becoming increasingly […]
Take a moment to think about what’s going on globally right now. There’s a feeling of uncertainty in the air. The rate of growth is less predictable, capital is being deployed cautiously, and even small events in the world seem to have wider ripple effects. In that context, what’s remarkable about India is not only […]
There’s a shift I have been noticing more often in recent conversations, one that doesn’t always make headlines but is becoming difficult to overlook. When I speak with founders or sit in on internal discussions, the same theme keeps surfacing. Entrepreneurial energy in India is no longer centred around a few large cities. It’s spreading […]
The dream of a frictionless, borderless marketplace has run aground. Since the early 1990s, the global economy operated on the assumption that capital and goods should naturally migrate to wherever they could be handled most efficiently. This was the golden age of globalisation. Today, however, that logic is being dismantled. We are entering a period […]
India’s approach to buying oil has changed dramatically over the last couple of years. We used to rely on a very small group of suppliers, mostly in the Middle East, but the world of 2026 looks much more complicated. With the U.S. recently granting a 30-day tariff-free window to process Russian crude, many are asking […]
Blog, Resources
The next “Unicorns” won’t be app-based; they will be high-precision manufacturing workshops in Tier-2 cities that are joining global defense and electronics value chain
For the last decade, the word “unicorn” usually made people think of a flashy app or a food delivery startup based in a Bangalore high-rise. But as we move into 2026, that trend is losing steam. The era of burning cash to acquire users is being replaced by a much grittier, more profitable reality. The […]
Blog, Resources
The 20th century was defined by who had the most Oil. The 21st is defined by who has the most “Electric Stack” (Copper, Aluminum, Lithium, Silicon)
Most people still associate the India-France relationship with the roar of Rafale jets over New Delhi. While those fighter planes and the Scorpene submarines remain the backbone of their military ties, something much larger is happening behind the scenes. In early 2026, the two nations officially transitioned to a Special Global Strategic Partnership. This is […]