In the high-stakes theater of American politics and business, few spectacles capture attention like a public feud between two larger-than-life figures. The recent clash between President Donald Trump and billionaire Elon Musk,…
Author: John Davis
Will India’s Rate Cut Spark Growth or Stumble on Global Fault Lines?
Mumbai’s small business owner Priya Sharma is holding her breath. With loan EMIs eating into her textile shop’s margins, she’s banking on cheaper credit to expand her inventory. As the Reserve Bank…
Opinion: Trump’s Trade Diplomacy with India and Pakistan Offers Hope, but Risks Abound
Former President Donald Trump’s recent remarks at Joint Base Andrews, where he hinted at a looming trade deal with India and forthcoming talks with Pakistan, signal a bold, if precarious, attempt to…
Dimon Prophecy: Is the US bond market about to crash?
In the gilded halls of the Reagan National Economic Forum, where the air hums with the self-assured buzz of power brokers and policy wonks, Jamie Dimon, the silver-haired titan of JPMorgan Chase,…
Gold Shines Bright in RBI’s FY25 Balance Sheet
The Reserve Bank of India (RBI) expanded its balance sheet by 8.2% in FY25, reaching ₹76.25 lakh crore, up from ₹70.48 lakh crore the previous year. This steady growth underscores the central…
Why Elon Musk Ditched Trump?
Elon Musk’s abrupt exit from Donald Trump’s administration in May 2025, after serving as a senior advisor and head of the Department of Government Efficiency (DOGE), marks a dramatic unraveling of a…
Opinion| US is faltering and Indian markets may feel the heat too
The United States, long the bedrock of global economic stability, is grappling with a fiscal crisis that’s sending ripples across the world, including to India’s vibrant but volatile stock markets. On May…
Is Now the Time to Bet on Indian Stocks? A Contrarian’s Take
The Indian stock market, often hailed as a beacon of growth in the emerging markets universe, is at a crossroads in May 2025. With the Sensex and Nifty 50 reeling from their…
Inflation’s Slide to a Six-Year Low Puts Sanjay Malhotra in the Hot Seat
The April 2025 Consumer Price Index (CPI) figure of 3.16% stopped me in my tracks. It’s the lowest since July 2019, down from 3.34% in March, driven by a sharp cooldown in…
Opinion: A Bountiful Monsoon Could Cool Inflation and Prompt RBI to Rethink Rates
A robust monsoon is a godsend for India’s agriculture-driven economy. With the India Meteorological Department (IMD) forecasting bountiful rainfall, Ind-Ra projects a 4% year-on-year growth in agricultural gross value added (GVA) for…