Stratnews Global Podcast: Growth, Reforms, Energy, Geopolitics, Regional Integration
In this discussion, we discuss the Indian economy, its growth trajectory, and the role of the World Bank in the region. Key Takeaways:
Big Barrel Of Relief?
US midterm results have raised the odds of Iran war fading out. Even otherwise, India’s better prepared on sourcing oil than at the start of the war: Note, the current account deficit remained stable This appeared in the Times of India on 9 November 2026 (link). Oil markets had feared that there would be a … Read more
The AI challenge: How to maximise economic impact, spread gains evenly
This appeared in the Indian Express on 12 October 2026 (link) For India, the opportunity is not simply to adopt AI. It is to move from isolated applications to economy-wide productivity gains. India’s experience with digital public infrastructure shows how technology, institutions, and market incentives can combine to reduce costs, broaden access, and create platforms … Read more
Go slow on rate hikes: Indian cost of capital deserves to be lower
This appeared in the Economic Times on 12 October 2026 (link). Published: Oct 11, 2026, 11:45:14 PM IST We have entered a golden age of Indian entrepreneurship. The number of active companies has risen by more than half a million in three years, rising by a third, from 1.6 million to 2.2 million. Many of … Read more
How rich must Indians be for India to be called developed?
Neelkanth Mishra | July 02, 2026 This was published in the Times of India on 2 July 2026 (link). We can potentially achieve high-income status by the late 2040s, but this requires sustained annual per capita GDP growth of at least 9%. This will be hard to achieve without higher female workforce participation, faster capital … Read more
Where is India’s economy headed? ANI Podcast with Smita Prakash
In this podcast recorded on 5 June 2026, we discuss why the sense of foreboding on India’s economy – that something really bad is about to happen – is misplaced. We discuss:
Weaponised Dependency
May 19, 2026 | This appeared in the Economic Times print version on 20 May 2026 (link). The kindest take on the recently concluded US-China summit in Beijing was that the relationship has ‘improved’ from antagonism to direct engagement. That the meeting ended without acrimony was an achievement. The US has recalibrated its approach towards … Read more
Pricing our way out
This appeared in the Times of India on 14 May 2026 (link). Well into the third month of the Iran war, earlier assumptions of a short-lived conflict have now been well and truly negated. Over the past week, even as physical shortages of oil seem to have eased, the price of oil for March 2027 … Read more
Some Serious Strait Talking
The US-Israel war against Iran is rolling into unrestricted warfare — until oil and gas inventories last This appeared in the Economic Times on 23 March 2026 (link). The war in West Asia is now like a chess endgame in which one side is trying to survive by running down the clock, and the other … Read more
Oil Traders Expect A Short War
This appeared in the Times of India on 4 March 2026 (link). Nearly everyone expected this to be a short war. Not just those who started it, but also commodity markets. Oil prices jumped around 10% when the conflict started, much less than the reaction when Russia attacked Ukraine. This is understandable: Iran exports only … Read more