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CHINA ENERGY TRANSITION
India Inc. is profitable. So why isn’t it investing?Indian companies are making record profits, but they are not investing in new factories or infrastructure. This is creating fewer jobs and ...- The U.S. is using an Iranian smuggling tactic to sneak oil out of the GulfAmerica's military is secretly guiding oil tankers in the Gulf of Oman. This operation uses drones and helicopters to help ships transfer o...
- From Oman to Tanzania: How the Iran war is redrawing India’s trade mapIndia's trade is changing due to the West Asia conflict. Oman is now a major import partner, especially for energy. Russia and the US are a...
- Is the Iran war just an energy shock - or a turning point?A potential U.S.-Iran peace deal to reopen the Strait of Hormuz could signal a watershed moment for global energy markets, moving beyond a ...
- India’s fertiliser subsidy model is broken; direct income support is the only way forward: Ashok GulatiIndia’s fertiliser subsidy regime is facing scrutiny; rising global fertiliser and energy prices and rising fiscal pressures expose its ine...
- Charting the Global Economy: War pushes up prices, dents growthThe Iran war is fueling a global inflation wave, prompting the European Central Bank to raise interest rates for the first time in nearly t...
- From rockets to brain implants, here's a look at Elon Musk's vast empireElon Musk, the world's richest man, leads a sprawling business empire. His ventures include electric vehicles, brain implants, underground ...
- Japanese investors are looking beyond China... India is key alternative: Tsutomu Takemura, Senior MD, NomuraIndia is increasingly becoming a long-term structural investment destination rather than a short-term strategic bet. Global capital is movi...
- Brazil emerges as major rare earths source for IndiaBrazil is actively courting foreign investment including from India while pushing to localise the refining and processing value chain. Indi...
- Ten reasons oil is still below $100 a barrelGlobal oil prices remain surprisingly low despite the ongoing war in Iran. China's drastic cut in oil imports is a major factor. Demand des...
- The world's oil piggy bank is being smashed open. What can go wrong?Global oil inventories are plummeting to multi-decade lows, exacerbated by Middle Eastern supply disruptions and the rapid depletion of str...
- China’s EV boom is cleaning the air, and may have prevented 262,000 deathsElectric vehicles are proving to be life savers. Studies show China's shift to electric cars has prevented thousands of premature deaths. A...
- CRISIL's Dharmakirti Joshi gives India a 7 out of 10 on growth durability; says private capex has the money but not the willIndia's economic growth remains strong and durable. Corporate India possesses robust financial health but lacks the confidence to invest. N...
- Hindalco expects aluminium to shine bright downstreamUpstream operations typically involve extraction of raw materials to produce basic metal, the pricing for which is largely dependent on glo...
- Charting the global economy: Jobs, inflation feed rate-hike betsStrong hiring across sectors and expanding manufacturing activity signal labor market strength, while upcoming US price data and ECB decisi...
- Why oil’s not at $200 after the biggest supply shock in historyGlobal oil prices are defying expectations, staying below $100 a barrel even after the Strait of Hormuz was effectively blocked. Record US ...
- Zinc prices at multi-year highs: What’s driving the rally and what lies ahead?Zinc prices have climbed to multi-year highs as tight global inventories, rising production costs, and supply disruptions fuel a strong ral...
- More oil escapes Hormuz, keeping traders guessingIran war: Tankers are using stealth to exit the Strait of Hormuz, freeing oil trapped in the Gulf. The practice of ships going dark is wide...
- The Iran war is pushing the global gas trade into the shadowsAs the Strait of Hormuz remains under Iranian control amid the ongoing West Asia conflict, Qatar has quietly resumed some LNG exports by ad...
- Global clean-energy manufacturing supply far exceeds demandGlobal clean-energy manufacturing capacity now exceeds demand. Asia, led by China, dominates production, pushing prices down. This oversupp...
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