While the rest of the world has converged on a model—technical judgement inside the institution, as a permanent organisational property—India remains a conspicuous and costly outlier.
A small but growing cohort of VCs is bankrolling India's AI boom, putting money into undefined markets. ‘Real danger lies in mistaking wrappers for businesses.’
IEA projects sharp reversal from its earlier expectations, with global demand for oil in 2026 turning negative. Hormuz disruptions have pushed crude prices to $130 per barrel.
We now live in a world order that will keep shifting. India must use this window. This also means we remain disciplined enough not to be knee-jerked into reacting to what Pakistan sees as its moment in the sun.
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