There was a time when nations measured their strength by the size of their armies, the scale of their industries, or the abundance of natural resources they controlled. That era is quietly ending. In the emerging global order, one new asset is rapidly becoming the ultimate determinant of economic power, national competitiveness, and strategic influence…
For decades, Northeast India has quietly grown some of the finest spices in the country. Ginger from the hill states, Lakadong turmeric from Meghalaya, Bhut Jolokia from Nagaland, large cardamom from Sikkim, black pepper from Arunachal Pradesh and several indigenous varieties grown across the region have long enjoyed an excellent reputation for quality. Yet despite…
Can India Build Global AI Chips—and Is the AI Boom Becoming a Bubble? India’s semiconductor ambitions are often discussed in terms of factories, investments and government incentives. But there is another side to the story. Factories manufacture chips. Intellectual property creates value. As India builds fabrication plants in Gujarat, assembly and testing facilities in Assam,…
From Dholera to Morigaon and Bhubaneswar: Building India’s Silicon Geography For decades, India participated in the global semiconductor industry primarily as a source of engineering talent. Indian engineers designed chips for global companies. They built software tools, managed research centres and powered innovation pipelines. Yet the physical infrastructure of the semiconductor economy largely existed elsewhere….
A country that depends heavily on imported chips cannot build a $5 trillion economy without strengthening its own semiconductor ecosystem. NITI Aayog’s new roadmap makes that argument clearly, and with unusual urgency. Data at a glance The import dependence challenge Every time an Indian smartphone powers on, a 5G tower begins operating, or an electric…
The world is quietly walking away from the economic assumptions that shaped the post-Cold War era. For decades, globalization was projected as an unstoppable force — a system where goods, capital, and manufacturing would flow seamlessly across borders in pursuit of maximum efficiency and lower costs. Nations opened their markets, industries stretched their supply chains…
The Reserve Bank of India’s decision to conduct a US$5 billion dollar-rupee swap auction is not merely a technical liquidity exercise. It reflects a deeper global economic reality in which central banks are increasingly managing currency pressures, capital flows, inflation risks, and geopolitical uncertainty through sophisticated financial tools. As the Indian rupee faces sustained pressure…
India’s export story is beginning to change character. For decades, the country’s global trade identity was shaped largely by software services, generic pharmaceuticals, tea, textiles, and back-office operations. Manufacturing exports, despite years of policy ambition, often struggled to achieve the scale and consistency needed to position India as a true industrial heavyweight. But the numbers…
When we Indians think about Europe, countries like Germany, France, or the United Kingdom usually dominate public conversation. The Netherlands rarely enters India’s strategic imagination beyond tulips, football, canals, or postcards from Amsterdam. Yet quietly, and with remarkable strategic importance, the Netherlands is emerging as one of India’s most significant European partners in the evolving…
There are moments in economic history when currencies stop behaving like mere financial instruments and begin reflecting deeper structural transitions. The recent weakness of the Indian rupee may be one such moment. For months, conventional explanations have dominated public discussion. Rising crude oil prices. Elevated US Treasury yields. Foreign institutional investor (FII) outflows. Geopolitical instability…
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