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Opinion | The China Shock 2.0 May Already Be Here
According to the IMF, China's total non-financial sector debt has climbed to roughly 313% of GDP and is projected to reach 323% by 2026.
- Wednesday June 3, 2026
- Opinion
- Kent Deng, Deepanshu Mohan, Ankur Singh
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Opinion | A $10 Billion Threat: How Exposed India Really May Be To Middle East's Oil Crisis
Every $10 increase in the price of Brent crude could widen India's current account deficit by roughly 0.3 to 0.4% of GDP, translating into over USD 10 billion in additional import expenditure.
- Monday March 9, 2026
- Opinion
- Deepanshu Mohan, Ankur Singh
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Opinion | Cheap Oil, Heavy Costs: How India's China-Russia Embrace Could Backfire
For a country squeezed by US tariffs, Western protectionism, and secondary sanctions, the immediate temptation to hedge through the RIC axis is undeniable. But the gains from this may well lead to strategic entrapment.
- Tuesday September 9, 2025
- Opinion
- Deepanshu Mohan, Ankur Singh, Aditi Lazarus
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Opinion | Iran-Israel Escalation, And The Question Of 'Oil'
Oil could easily rocket past $120 per barrel. Shipping lanes may need to be rerouted thousands of miles around the Cape of Good Hope.
- Monday June 16, 2025
- Opinion
- Deepanshu Mohan, Ankur Singh