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Can India Resist Sanction Pressure? The Economics of Cheap Russian Crude
India continues to buy discounted Russian crude despite U.S. pressure, prioritizing economic benefit and energy security. Urals oil suits Indian refineries and has saved billions, helping control fuel prices. While sanctions and diplomacy intensify, India insists its choices serve consumer interests. Reducing Russian imports is possible, but it would raise costs and disrupt refinery efficiency.

Team Kautilya
Dec 7, 20252 min read


Yen Carry Trade: What Rising Japan Yields Means?
Japan’s era of ultra-cheap money is fading, and the shift is rippling through global markets. As yields surge, the yen weakens, and carry trades sit on a knife’s edge, the world’s most reliable source of low-cost capital is turning into a source of volatility with India bracing for the impact.

Team Kautilya
Nov 30, 20253 min read


India's 12 Lakh Crore Maritime Revolution: Charting the Course to Become a Global Ship-Building Power
India has announced a massive ₹12 lakh crore boost to transform its shipbuilding industry and finally match its maritime ambitions. Though the country depends on the sea for most of its trade, it builds just 1% of the world’s ships. Backed by Sagarmala’s port upgrades and a revived Shipbuilding Financial Assistance policy, the Vision 2047 plan aims to push India into the global Top 10 by 2030 and Top 5 by 2047, focusing on green ships, local orders, and high-skill jobs.

Team Kautilya
Nov 26, 20252 min read


What China’s 2030 GDP Goal Means for Global Trade and Emerging-Market Opportunity
China is steering its economy toward a more innovation-driven and consumption-focused model, targeting over 170 trillion yuan in GDP by 2030. With household consumption still low at 39.9% of GDP, the country aims to boost incomes and strengthen social security. Its dominance in EVs, battery production and green energy marks a strategic shift from cheap exports to advanced manufacturing. As emerging markets like Vietnam and India rise, China is redefining itself—growing smarte

Team Kautilya
Nov 23, 20252 min read


India’s Digital Payment adoption at 87% : What it means for consumption and tech ecosystems
India’s 87% digital payment adoption shows how deeply digital transactions are now part of daily life. UPI and strong digital infrastructure are driving inclusion, fintech growth and smoother payments even in smaller towns. As digital use rises, cybersecurity remains crucial. Tap to know more!

Team Kautilya
Nov 19, 20252 min read


RBI Tightens Grip on ‘Buy Now, Pay Later’: What it means for Indian consumers and Fintech?
The RBI has ordered BNPL platform Simpl to halt operations after the ED flagged alleged FEMA violations involving ₹914 crore. This marks a major shift in how India views BNPL—no longer just a convenience tool, but a regulated credit product. With rising concerns over unsecured lending, hidden charges, and consumer risks, the RBI is tightening norms to protect users and ensure compliance. Stronger regulations could reshape fintech models and improve long-term trust—tap to know

Team Kautilya
Nov 16, 20252 min read


Tech Investments & Infrastructure: What Google LLC’s $15 billion India Data-centre means for the economy
Google’s massive $15 billion investment is set to transform India’s digital landscape and fuel economic growth. Tap to know more!

Team Kautilya
Nov 12, 20252 min read


The Metal Matrix 2025: Why Gold Glitters, Silver Soars, Copper Reigns, and Nickel Falters
The 2025 metals market faced a dramatic split but offered vital lessons for investors—clear supply-demand dynamics, the enduring value of ancient stores, and the critical nature of future green metals matter most. Tap to know more.

Team Kautilya
Nov 9, 20254 min read


Failure of India's Sovereign Green Bonds: What it Means for Sustainable Finance in Asia
India’s green bond journey faced investor pressure and market hurdles but offered vital lessons for Asia—credibility, stability, and realistic green finance goals matter most. Tap to know more.

Team Kautilya
Nov 5, 20252 min read
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