Economy
US threat to blockade Hormuz sets up risky new showdown
The move sets off a high-stakes war of attrition that will test who has the higher threshold for pain—Tehran or global markets.
7 min read06:59 AM ISTBest of the Week: It’s a nervous world. One headline at a time!
The world feels unsettled; and so do we. From global chaos, to IPOs, to IPL, to LPG crunch, and TCS Q4 earnings.
5 min read11 Apr 2026Markets fear uncertainty more than war: How to navigate geopolitical crises
Investors who have constructed portfolios around fundamentally strong businesses are generally better positioned to navigate temporary market disruptions.
4 min read9 Apr 2026Sensex crashes 1,000 points a day after US-Iran ceasefire: Should you buy the dip as war clouds still linger?
The Sensex fell over 1,000 points, or 1.3%, to 76,557, while its NSE counterpart, the Nifty 50, declined 257 points, or 1.07%, to 23,740, a day after recording their best intraday gains in five years.
2 min read9 Apr 2026Time for triple-loop thinking: Are we asking the right geo-strategic, economic and social questions?
Leaders must go beyond asking if they’re doing things right—or even the right things—and ask how decisions are made about what to do. Adopting this discipline of reflection would make us question our strategic, economic and social assumptions.
4 min read9 Apr 2026To raise or not to raise interest rates? ‘Several’ Fed policymakers are divided on rate hikes, March minutes show
The March Fed meeting came around three weeks after US and Israel struck Iran, which was followed by an intense conflict in the Middle East that only got some relief recently
2 min read9 Apr 2026Avoid the Yogi Berra trap: Don’t make predictions about the future in a topsy-turvy world
Amid wars of choice, dicey ceasefires, wild currency swings and looming risks in private credit, economic forecasting looks like a fool’s errand. It’s time to take a step back and take a long view. Recall what Zhou Enlai said about the impact of the French Revolution?
4 min read9 Apr 2026Govt raises LPG, natural gas allocation for key industries
Critical sectors, from pharma to steel, will get up to 70% of their pre-March consumption as government eases allocations after earlier import disruptions.
2 min read8 Apr 2026Are we at a turning point in world history? Here's why one shouldn't bet on it
Grand talk of a global reset has gained traction. US Republican thinkers are onto it too. Hal Brands, for example, has put out three scenario forecasts. But what if today’s havoc is aberrative? Here’s why the world order may be more resilient than many think.
4 min read8 Apr 2026'Chinamaxxing': Asia’s megacities should follow China’s lead in electrifying urban transport
Asian megacities from Mumbai to Manila have been burdened by rising oil prices and exploding populations. But China has already faced this crisis and found a way out. Its playbook shows how electrifying everyday transport can cut costs, clean up cities and make them more liveable.
3 min read8 Apr 2026