Opinion
BRICS is bigger than ever. Its main challenge is now coherence, not expansion
The enlarged bloc represents a huge share of the world economy and population, but members disagree on how geopolitical the grouping should become.
Opinion
Opinion
Perspective: oil chokepoints and AI optimism are pulling markets in opposite directions
Hormuz disruption keeps inflation risk elevated while Nvidia’s outlook continues to support the technology trade.
Opinion
Perspective: why RBI communication is becoming a market issue
Recent signals on liquidity and rates have not always pointed in the same direction, increasing the burden on investors to infer policy intent.