Global & Regional Perspective
10 - 06 - 2026
SpaceX: Washington’s Next Investment Frontier?
Uncle Sam is transforming subtly – from a regulator and customer to an investor in key industries
10 - 06 - 2026
Capital as Diplomacy: TSMC and Reliance Buy Geopolitical Insurance
Corporations are no longer just beneficiaries of diplomacy—they are its instruments
08 - 06 - 2026
Fitch expects Brent oil average at $87/bbl on late July Hormuz reopening
Assuming the strait reopens by July-end, the Brent is expected to fall sharply from the elevated March-July levels. The market would return to oversupply levels from September 2026
01 - 06 - 2026
India’s BrahMos export push gains momentum
India’s BrahMos missile export drive is gathering pace, with Vietnam already having signed a deal and Indonesian authorities now said to have finalized a preliminary framework to buy the supersonic missile system, according to Defense Secretary Rajesh Kumar Singh. Speaking at the Shangri-La Dialogue in Singapore over the weekend, Singh said the Vietnam agreement had …
31 - 05 - 2026
US sanctions Indian firm as energy fight widens
India has no blocking statute that would shield local firms from foreign sanctions in the way some other jurisdictions do, which makes its private sector more vulnerable to secondary pressure
28 - 05 - 2026
A fragile pact to reopen Hormuz
The proposed draft had stated that Iran would restore commercial shipping in the strait to pre‑war levels within a month in return for a US withdrawal of military forces from Iran’s vicinity and the lifting of a naval blockade
27 - 05 - 2026
Camso to be a $1 billion opportunity post brand migration by FY28
The transaction opens up about $850 million addressable market opportunity for CEAT, where it will directly compete with Michelin, brokerage firm Motilal Oswal said in a report.
26 - 05 - 2026
India’s Great Refuel: Middle East Shock Forces New Delhi to Melt Its Four-Year Pump Price Freeze
Since a staggered pass-through mechanism was initiated in mid-May, cumulative pump prices have surged by 8.6 per cent for diesel and 7.8 per cent for gasoline.
24 - 05 - 2026
Rubio’s India visit spotlights energy diplomacy
US Secretary of State Marco Rubio’s talks with Prime Minister Narendra Modi on Saturday underlined how the Iran war is rippling well beyond the Middle East, turning India’s energy security into a test of geopolitical alignment. During a meeting on Saturday, part of Rubio’s four-day visit to India, the US secretary of state said the …
21 - 05 - 2026
India, UAE sign energy and defense deals during Modi Gulf visit
Energy pact includes LPG supply, storage cooperation as New Delhi seeks stronger Gulf ties