Nirakar Pradhan, chief investment officer, Future General India Life Insurance: Having no distinction between foreign direct investments and foreign portfolio investments would provide more confidence to portfolio investors.
Both investments would be treated same in the eyes of government and regulators. This should attract more portfolio flows in near to medium term in debt as well as equities.
Airspace bans, sanctions and corridor risk are forcing airlines into costly detours in 2026, raising fuel burn, reducing aircraft utilisation and pushing airfares higher worldwide.
India’s data centre boom is turning into an AI arms race where power contracts, liquid cooling and fast commissioning decide the winners across Mumbai, Chennai and Hyderabad.
India’s refiners are rebalancing crude sourcing as Russian imports fell to a two-year low in December 2025, lifting OPEC’s share and raising geopolitical risk concerns.
Greenland-linked tariff threats have injected fresh uncertainty into transatlantic trade, triggering a risk-off shift in markets and reshaping global supply chain planning.
Friend-shoring is reshaping lithium, rare earth and graphite supply chains, creating a resilience premium and new winners and losers in clean tech.
Can magnet recycling and rare-earth-free motors reduce global dependence on strategic minerals? Part 4 explores breakthroughs, limits and timelines.
India’s quick-commerce sector is shifting away from “10-minute delivery” hype amid worker safety concerns and rising regulation. Here’s what changes—and what doesn’t.
AI is turning into an electricity crisis as data centres scale from chips to megawatts. Grid bottlenecks, copper demand and cooling limits are now the real AI constraints.
Magnet recycling and rare-earth-free motors are emerging as technology escape routes from critical mineral dependency. But timelines are slower than the hype suggests.
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