The Morning Edge

Asian Equities Rally on Signs of Progress in US-Iran Negotiations

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

May 29, 2026 at 1:54 AM IST

India’s Gold Financialisation Is Changing Ownership More Than Demand

With gold schemes, India did not move away from physical gold; it just gained more ways to own it.

Abhishek Dey

May 22, 2026 at 10:17 AM IST

Istock.com

India Trade Deficit Widens in April, Drags Rupee to Record Low

BasisPoint Insight

May 15, 2026 at 11:48 AM IST

Why Resilience Is Becoming the New Currency of Energy

As wars, climate shocks and fractured trade reshape energy markets, countries are discovering that efficiency alone can no longer guarantee energy security.

Anshuman Gupta

May 14, 2026 at 7:35 AM IST

Istock.com

Op Sindoor and the Resetting of India’s Engagement with the West

Pakistan is protecting Anglo-Saxon interests in West Asia, for which it was created by the British Empire, and the US, in turn, is offering it security, while a Russia-India-China huddle promises greater multilateralism and sovereignty

Rajesh Ramachandran

May 7, 2026 at 7:32 AM IST

PMO

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

India’s Oil Response Needs a Demand Signal Too

As supply lines hold for now, the absence of price and consumption signals risks delaying adjustment and amplifying the macro impact of any disruption

Aabhas Pandya

March 30, 2026 at 4:11 AM IST

iStock.com

US Treasury Secretary Says Allowed India to Buy Russian Crude Oil for 30 Days

BasisPoint Insight

March 6, 2026 at 3:32 AM IST

Modi–Trump Tariff Deal Sounds Big, But Trade Details Remain Unclear

Trump and Modi tout tariff cuts and mega purchases, but numbers, coverage and timelines are fuzzy, making the pact more signal than a settled deal.

Ajay Srivastava

February 3, 2026 at 1:08 AM IST

White House

Why Fight for Oil When the Sun Shines Free?

As wars and economic shocks trace back to fossil fuels, a global shift to renewable energy could reshape geopolitics, easing conflicts and enabling lasting peace.

Nilanjan Banik

January 29, 2026 at 7:29 AM IST

Istock.com

Trump Backs Bill to Impose 500% Tariffs on Russian Oil Buyers

US President Donald Trump has backed a bill to impose sanctions on countries that buy Russian oil, including China and India, an influential Republican senator Lindsey Graham said in a statement today.

BasisPoint Insight

January 8, 2026 at 7:47 AM IST

@LindseyGrahamSC on X

Geopolitics

Iran’s Internal Turbulence and the Myth of Imminent Regime Change

Recurring protests in Iran revive predictions of collapse, but history, institutions, and security cohesion suggest a system under strain, not one on the brink.

Lt Gen Syed Ata Hasnain (Retd)

January 7, 2026 at 8:19 AM IST

iStock.com

India at the Edge of a Harder World

As global norms erode, hard power returns, and advanced economies fracture under social and political stress, India’s ascent is unfolding in a far less forgiving international order. Can India sustain economic credibility, institutional confidence, and strategic autonomy as power increasingly shapes global outcomes?

Srinath Sridharan

January 7, 2026 at 5:30 AM IST

Geopolitics

Venezuela, Power, and Precedent in the Western Hemisphere

India is expected to stick to cautious neutrality, wary of interventionist precedents but invested in stability, international law and predictable energy markets.

Lt Gen Syed Ata Hasnain (Retd)

January 4, 2026 at 5:04 AM IST

USTR Shares One-Sided Narrative on Trade Bargains With India

The conversation, so far, is heavily tilted toward opening India’s markets for US farm products and biofuels, with little clarity on market access for Indian exports.

Ajay Srivastava

December 10, 2025 at 4:16 PM IST

Via WikiCommons

India Can Increase Exports to Russia Sevenfold to $35 Billion by 2030; Here’s How

Closing the trade gap, will depend on identifying and scaling high-potential product lines where India is globally competitive but commercially absent in Russia.

Ajay Srivastava

December 5, 2025 at 3:49 PM IST

Wikimedia Commons

Putin’s Visit: A Diplomatic Tightrope For New Delhi

The timing could hardly be more delicate. New Delhi is under pressure from Washington over its purchase of Russian oil and to open its markets to US goods and defence sales.

Ajay Srivastava

December 2, 2025 at 3:52 PM IST

Via WikiCommons

India Must Push Trump to Roll Back Oil Tariff Before Any Trade Pact

Since Trump now acknowledges that India has largely stopped Russian oil imports, New Delhi must press Washington to roll back the “Russian oil” tariffs before taking a call on trade deal.

Ajay Srivastava

November 12, 2025 at 6:42 AM IST

White House

Is a TV Ad by Ontario Costing India a US Trade Deal?

Does a Canadian apology embolden Trump to demand more from India in trade talks?

TK Arun

November 4, 2025 at 4:17 AM IST

Kremlin

US Trade Deal: A Three-Step Plan for Protecting India’s Interests

India faces a triple threat: tariffs, sanctions, and pressure to concede on trade. Can New Delhi protect its energy, exports, and digital future?

Ajay Srivastava

November 1, 2025 at 5:07 AM IST

iStock.com/MAGNIFIER

Letter and Spirit: What the Latest US Sanctions on Russian Oil Really Mean

Washington’s latest sanctions target Russia’s oil heart, yet the world remains unshaken. Between the letter of economic coercion and the spirit of political will lies a global market that has learned how to adapt.

Srinath Sridharan

October 27, 2025 at 1:48 PM IST

Kremlin

Indian Refiners Lose the Russian Cushion

Washington’s sanctions on Rosneft and Lukoil threaten to upend India’s cost advantage in crude oil imports.

BasisPoint Groupthink

October 24, 2025 at 12:09 PM IST

iStock.com

The Morning Edge

Oil Surge Rekindles Inflation Worries; Investors Await Trump–Xi Diplomacy

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

October 24, 2025 at 1:37 AM IST

iStock.com/Rawf8

The Morning Edge

Markets Turn Risk-Off as US Sanctions on Russia, China Curbs Stir Global Tensions

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

October 23, 2025 at 1:15 AM IST

Kremlin

Geopolitics

India’s Message to the World in the SCO that Everyone Missed

At the SCO summit, India balanced ties with Myanmar’s junta and China’s growing sway, while signalling its role as a trusted regional partner.

Rami Niranjan Desai

September 30, 2025 at 6:48 AM IST

PIB

SCO Summit: Beyond the Optics of Alignments

The Tianjin summit will offer many images of warmth between India, China and Russia, but the substance lies in India’s careful balancing of sovereignty and flexibility.

Srinath Sridharan

September 1, 2025 at 7:56 AM IST

PMO

India at the SCO: Strategic Autonomy in a Multipolar Moment

Can India convert the SCO into a stage for quiet diplomacy without being cornered into alignment?

Lt Gen Syed Ata Hasnain (Retd)

September 1, 2025 at 5:06 AM IST

PMO

Why India Should Continue to Buy Oil from Russia

India’s Russian oil imports aren’t about cheap barrels—they’re about strategic autonomy. Stopping now could weaken India’s leverage between the US, China, and Russia.

TK Arun

August 30, 2025 at 9:20 AM IST

iStock.com

The Morning Edge

Powell Hints at September Rate Cut as Job Market Risks Rise

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

August 25, 2025 at 1:27 AM IST

Screengrab

Between Washington And Beijing: India’s Search For Strategic Space

As Washington recalibrates and Beijing signals a thaw, India must weigh economic openings with China while navigating the shifting US–Russia dynamic

Lt Gen Syed Ata Hasnain (Retd)

August 22, 2025 at 12:00 PM IST

PMO Tweet

Central Banks Swipe Right on Gold, Left on the Dollar

India’s rising reserves mask a deeper truth, as the age of dollar monogamy gives way to messy multipolar dating games.

R. Gurumurthy

August 20, 2025 at 4:39 PM IST

iStock.com

The Morning Edge

Fresh US Tariffs and Geopolitics Keep Investors 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

August 20, 2025 at 1:41 AM IST

iStock.com/MAGNIFIER

Will Cheap Russian Oil Cost India Dearly in Western Markets?

As the US threatens tariffs over Russian oil imports, India weighs economic interests, strategic autonomy, and its place in a shifting global order.

Aurko Mahapatra

August 9, 2025 at 2:35 AM IST

iStock.com

The Bureau

Why India Should Delay Deeper Trade Ties With US

India May Inflation Stays Below 4%; Food Inflation Rises to 4.78%

Benchmarks Post Best Session in Two Months on US-Iran Peace Hopes

Oil Slides, Equities Jump on Optimism Over US-Iran Peace Accord

Highlights Of India’s BoP For January-March 2025-26

Foreign Money Returns but Conviction Remains Short

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

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

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