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Economy & Policy
The AI Boom’s Real Risk Isn’t a Bubble. It’s a Depreciation Schedule Nobody Wants to Touch.
When a report surfaced in late 2025 suggesting that...
Economy & Policy
Chips Were Never the Constraint. Electrons Are, and That Changes Who Wins the AI Race.
In November last year, Satya Nadella said something that...
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Latest Articles
Stablecoins Won’t Break the Banks. They’re Built to Break the Toll Booth.
Somewhere inside Walmart and Amazon, treasury teams have spent the past year studying whether the world's two largest retailers should issue their own dollar-backed...
The Handover Nobody Is Pricing: Why Family Business Succession Has Become India’s Biggest Unpriced Risk
In March this year, Vijaypat Singhania died in Mumbai at 87, closing out a decade-long, unusually public feud with his son Gautam over control...
India’s Cheapest Labour Is Now Training the Robots That Could Replace It
In a data-annotation centre outside Bengaluru, a worker earning perhaps $30 an hour puts on a haptic glove and teleoperates a robotic arm through...
The Carbon Border Was Never a Tariff. It’s a Sorting Machine, and Most CEOs Are Reading It Wrong.
On January 1, 2026, the European Union's Carbon Border Adjustment Mechanism quietly entered what Brussels calls its "definitive regime." No ribbon-cutting, no market panic,...
India’s GCCs Have Stopped Being Back Offices. Most Boardrooms Haven’t Adjusted the Org Chart.
A decade ago, if a global bank's India centre wanted to change how a product worked, the request went into a queue in London...
Private Credit’s First Real Stress Test Is Exposing a Risk CEOs Never Priced In
For a decade, private credit sold itself to chief executives on a simple promise: capital without the theatre. No earnings call to survive, no...
