Some ideas become so important gradually that we barely notice the shift until they begin shaping every major decision. Economic security is one such idea. Not very long ago, national competitiveness was discussed through four familiar lenses: economic growth, military capability, diplomacy and technology. Today, I find another question surfacing in almost every strategic conversation: […]
Category Archives: Blog
Every generation inherits a different definition of economic strength. For one generation, it was industrialisation. For another, it was globalisation. Today, the conversation is changing again. The countries and companies that will lead over the next decade may not simply be the ones that grow the fastest. They will be the ones who can continue […]
There was a time when conversations about Artificial General Intelligence belonged largely to research labs and technology conferences. That is no longer the case. Demis Hassabis’s recent remark that humanity may have only a few years to prepare for AGI caught my attention. Not because it was a prediction. Predictions come and go. Anyone who […]
A 20-minute engine test does not usually attract much attention outside technical circles. But DRDO’s recent 1,200-second scramjet test stayed with me for a different reason. Not because I understand every technical detail behind a scramjet engine. I don’t. What caught my attention was a simple thought: countries do not wake up one morning and […]
For many businesses, geopolitical developments rarely make it into quarterly reviews. Interest rates do. Consumer demand does. Commodity prices certainly do. Yet increasingly, all three are being shaped by geopolitics. That is one reason why 2026 could turn out to be a more consequential year than many expect. India will assume the BRICS presidency next […]
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. […]
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 […]










