ENERGY & GEOPOLITICS India & the European Union: A New Architecture for Energy Supply Chains In a defining strategic moment, Indian Prime Minister Narendra Modi's European visit has crystallised a bilateral commitment of considerable historic weight: India and the European Union will jointly constru

The United Nations has lowered India's economic growth forecast for 2026 to 6.4 percent. This adjustment reflects global uncertainties and economic shocks from the West Asia crisis. Despite this, India remains one of the world's fastest-growing major economies. The UN notes that India is not immune to these global challenges.

ENERGY POLICY & CARBON MARKETS CBAM and Article 6: Europe's Carbon Border Tax Becomes a Global Market Signal The European Commission's draft rules published May 13, 2026 — open for public consultation until June 10 — represent the most consequential carbon policy development since the Paris Agreemen

Why Everything You Buy Has a 'Made in China' Label…

China accounts for nearly half of the total US exports worldwide, in electrical machinery alone.

Trump b…

The alternative to an ‘explosive’ breakout could be that yields rise a little more, enough to cause economic deterioration and lower yields. Is that better?

Markets tend to go into melt-up mode in the later stages of a bull run, when investor euphoria takes over and financial fundamentals are discarded

Higher gas prices driven mainly by the war in Iran pushed the annual rate of

I — CURRENCY & RESERVE ARCHITECTURE Has King Dollar Had Its Day? The petrodollar architecture is visibly cracking — yet the alternatives remain structurally flawed Since the 1970s the dollar's reserve status rested on what analysts at Reuters now call an "implicit bargain" between Washington and Gul