Replacing the dollar necessitates not only a rival currency but also an equally robust financial market, trusted institutions, and an ecosystem of banks, investors & payment infrastructure.
Central to China's growth model was the property sector — housing construction, land sales, and real estate investment. The consequences of that dependency are now becoming evident.
India is not alone in encountering this dynamic, but its high oil import dependence and increasing energy demand render its exposure particularly significant.
Risk has not been eliminated. It has changed its form—shifting from balance-sheet strain due to non-performing loans to the operational challenges of managing vast, rapidly evolving digital flows.
Punch’s attachment to his plush toy is not based on its country of origin, but on the comfort it provides. Similarly, consumers prioritise trust and design over geopolitical labels.
For long-term investors and for institutional entities with substantial balance sheets, the effect is marginal. The primary burden is borne by high-frequency retail traders.
Budget 2026 does not seek to redefine India’s growth model; rather, it reinforces the existing framework characterised by fiscal restraint, public investment, and manufacturing depth.
The Economic Survey 2025-26 is not a celebration of success, but a measured warning that the traditional paradigms of global economic growth are no longer applicable.
Pakistan's SSG team was not adequately provisioned for the inclement weather. If it managed to consolidate its position, the story of Siachen would have been different.
The reopening of the Strait of Hormuz eases supply fears, but controlled shipping, slow output recovery, and high costs may delay oil flow normalisation for months.
This special edition of Cut The Clutter, straight from the Siliguri corridor, details the strategic importance of the narrow strip of land in West Bengal, and how it’s a vital link connecting the Northeast to the rest of India.
American objectives are unmet. They neither have muscle nor motivation to resume the war. As for Iran, the regime didn’t just survive, it’s now led by more radical individuals.
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