Anuj Agarwal is the Group Chief Economist at Welspun World.
India's AI boom risks mimicking its oil vulnerability: explosive growth in imported chips and hardware threatens to hollow out strategic independence.
Anuj Agarwal
August 27, 2026 at 8:12 AM IST
Istock.com
AI is making compute the new driver of economic growth, shifting policy priorities from traditional infrastructure to digital capacity and energy.
July 31, 2026 at 5:50 AM IST
istock.com
Kevin Warsh's first Fed meeting signals a shift towards price stability, supply-side economics and fewer policy signals for markets.
June 25, 2026 at 6:23 AM IST
Wikimedia Commons
Today’s oil shortage could keep prices volatile near term, but sustained high prices may spur new supply and alternative routes.
June 9, 2026 at 7:34 AM IST