Anil Padmanabhan

1 week ago | stratnewsglobal.com | Anil Padmanabhan

Since 2 April, the world economy is on a rollercoaster. President Donald Trump’s Liberation Day for US trade has injected an unprecedented level of uncertainty. The subsequent flip-flops have only made a bad situation worse. India too has been singed. Even while the country scrambles together a Bilateral Trade Agreement (BTA) with the United States to evade the tariff onslaught, it is being made aware of its long ignored Achilles Heel—lack of global competitiveness of Indian industry.

2 weeks ago | stratnewsglobal.com | Anil Padmanabhan

Last weekend, leaders of BIMSTEC (Bay of Bengal Initiative for Multi Sectoral and Technical Cooperation) countries, converged in Bangkok to give a fresh start to this regional body consisting of countries flanking the Bay of Bengal. Coincidentally, the meeting happened just around the time when the world was soaking in the impact of Act-II of President Donald Trump’s tariff war. Most analysts fear that the US action could hurt the world economy, particularly global trade.

3 weeks ago | stratnewsglobal.com | Anil Padmanabhan

Little over a fortnight ago, gold prices topped $3,000 per troy ounce. This was not unexpected. What tipped the scales was the escalation of the tariff war initiated by the United States led by President Donald Trump and other countries responding in kind. Gold, which has been the traditional hedge against risks and uncertainty, has found new cause in these troubled times. Will gold prices continue to rise? Is the demand for gold undergoing a makeover.

3 weeks ago | thecapitalcalculus.substack.com | Anil Padmanabhan

Dear Reader,A very happy Monday to you. Last week I travelled to Deoria (pronounced as Devaria) in Eastern Uttar Pradesh, a long neglected and backward region, to attend a meeting of the Deoria Development Alliance (DDA) hosted by the local and first-time MP, Shashank Mani Tripathi, of the Bharatiya Janata Party (BJP). The trip was an eyeopener to Bharat’s challenges, tenacity and aspirations.

4 weeks ago | stratnewsglobal.com | Anil Padmanabhan

In less than a week from now the United States President Donald Trump will enact Act Two of his tariff war. After having slapped China, Mexico and Canada with additional tariffs, on 2 April he will impose reciprocal tariffs on imports from all countries. This will impact both friends and foes. And yes, this list includes India. President Donald Trump dubs this as “liberation day” for the United States.