Dehuti Jani

May 18, 2026 at 11:49 AM IST

iStock.com

India-UAE Embrace is a Security Handshake

India’s expanding strategic embrace of the UAE signals a deeper security role in West Asia, even as New Delhi attempts to preserve its delicate balancing act with Iran.

Rajesh Ramachandran

May 16, 2026 at 12:24 PM IST

Twitter/@narendramodi

India's Precious Metals Duty Hike Widens Dubai Arbitrage

The concessional tariff on silver imports from the UAE currently stands at 7%. With India now raising the general tariff to 15%, the duty gap has widened to 8 percentage points, creating a major arbitrage opportunity for imports routed through Dubai.

Ajay Srivastava

May 13, 2026 at 5:38 AM IST

iStock.com

UAE’s OPEC Exit Could Erode Cartel's Cohesion

The UAE stayed in OPEC for six decades. It took one strategic pivot and $150 billion in capacity investment to end that relationship. The consequences for global oil supply and pricing could be far-reaching.

G. Chandrashekhar

May 5, 2026 at 8:53 AM IST

istocks/imaginima

The UAE Didn’t Quit OPEC Because of the War

The conflict has merely reduced the immediate political cost of doing what MBZ has wanted to for many years.

Bobby Ghosh

April 30, 2026 at 10:36 AM IST

iStock.com

Market Wrap

Benchmarks Rise on Earnings Boost Despite Oil Above $114

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

April 29, 2026 at 11:36 AM IST

iStock.com

Opinion

India’s Market Rally Masks Rupee Stress and a Deeper Policy Drift

Equity exuberance is obscuring currency weakness and rising external risks, as policy complacency risks amplifying shocks in an already fragile global setting.

R. Gurumurthy

April 29, 2026 at 6:16 AM IST

iStock.com

The Morning Edge

Oil Surge and Policy Uncertainty Keep Asian Markets on Edge

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

Dehuti Jani

April 29, 2026 at 2:03 AM IST

istocks

UAE to Exit OPEC, Citing Strategic Shift in Energy Policy

BasisPoint Insight

April 28, 2026 at 2:53 PM IST

The Morning Edge

Asian Markets Edge Higher Ahead of Fed Decision Despite War Risks

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

March 18, 2026 at 2:06 AM IST

White House

Petronet and GAIL Are Not the Same Stock but Markets Miss the Point

Petronet built its entire business around one terminal in one country accessible through one strait. GAIL spent years building around all three of those constraints. When the market sold them identically, it wasn’t reading the risk — it was reacting to the headlines.

Dev Chandrasekhar

March 10, 2026 at 6:36 AM IST

iStock.com

Geopolitics

Why MBZ’s Two-Hour Dash to New Delhi Matters

When the President of the United Arab Emirates lands in New Delhi for barely two hours, it is not a courtesy call or a routine stopover. It is a signal.

Lt Gen Syed Ata Hasnain (Retd)

January 19, 2026 at 5:42 PM IST

PIB

Regulate Bullion Trade for Transparency

The government should establish a robust mechanism to monitor the source of funds used in gold imports and implement end-to-end regulation of the bullion trade.

G. Chandrashekhar

October 27, 2025 at 4:38 AM IST

iStock.com/rvimages

Crypto Without Clarity: India’s Risk of Leading From the Shadows

India tops the world in crypto adoption. Yet its unclear rules, high taxes and hesitation risk turning a booming movement into a missed opportunity.

N. Srinivasa Rao

October 16, 2025 at 4:26 AM IST

iStock.com

The Bureau

Services Cushion India’s BoP as Trade Gap, FPI Outflows Bite

Equities Hit Two-Month Lows as West Asia Tensions Trigger Risk-Off Selloff

RBI MPC raises India FY27 CPI inflation forecast to 5.1% from 4.6% earlier

RBI Opens Fresh Routes For Capital Inflows As Rupee Pressure Builds

RBI Holds Rates, Keeps Neutral Stance as Inflation Risks Rise

RBI Cuts India’s FY27 GDP Growth Forecast to 6.6% From 6.9% Earlier

Flawed Design, Poor Planning Make Extreme Heat Conditions Worse For Indian Cities

Learning to Shoot: I Tried to Fly Before I Could Walk