Amey Chitale

Amid war-driven oil shocks and a weakening rupee, the RBI opts for caution and reform. India delivered a strong performance in 2025, with growth estimated at 7.6 percent and inflation contained at 1.95 percent, setting the stage for continued momentum into 2026. Benefiting from a ‘Goldilocks’ mix of robust growth and subdued inflation, the government presented a budget focused on long-term stability rather than short-term stimulus. Following last year’s front-loaded rate cut, the RBI was...

The decisive story of the 21st century is currently unfolding in the Persian Gulf. What was seen as another flare up between the US, Israel, and Iran has caused a structural shift in international relations. This conflict signals the weakening of the US dominated unipolar order and the rise of a fragmented, multipolar world. In this new landscape, power is measured less by military dominance than by energy security, strategic independence, and industrial strength. Iran’s 1979 Islamic...

With the war in West Asia choking the Strait of Hormuz, India’s economic resilience is tested by energy, its deepest structural dependency. The dawn of 2026 brought optimism for India’s economy, with the EU trade deal finalized, a stable Union Budget, and U.S. tariffs cut from 50 percent to 18 percent, easing fiscal pressures and allowing the RBI to hold rates steady. This momentum was abruptly derailed as tensions between the U.S., Israel, and Iran escalated into direct military conflict....