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Debdutta Ghosh


Climate Science Faces a Political Battle Over Its Next Assessment

The dispute over the publication schedule of the Intergovernmental Panel on Climate Change’s next major scientific assessments reveals a structural weakness in international climate governance. The organisation’s work depends on
Published on October 10, 2026
By Debdutta Ghosh

Russian Diesel Deal Exposes the Limits of US Energy Sanctions

President Donald Trump’s decision to facilitate Russian diesel supplies to the United States and international markets illustrates the growing tension between energy affordability and geopolitical strategy. The arrangement, announced in
Published on October 10, 2026
By Debdutta Ghosh

International Criminal Justice Faces a Test of Global Political Will

The effectiveness of international criminal justice depends not only on the authority of courts but also on whether governments are willing to respect their decisions. The International Criminal Court occupies
Published on October 9, 2026
By Debdutta Ghosh

Rising Bond Yields Expose the Risks Behind Government Borrowing

The bond market is increasingly testing the assumption that government debt will remain affordable simply because investors have traditionally regarded major sovereign borrowers as reliable. Rising yields on United States
Published on October 9, 2026
By Debdutta Ghosh

AI Regulation Is Being Replaced By Corporate Self-Policing

The United States is increasingly attempting to address artificial intelligence risks through voluntary commitments rather than mandatory regulation, creating a policy model that places much of the responsibility for safety
Published on October 5, 2026
By Debdutta Ghosh

Diesel Prices Expose The Limits Of Tax Relief

The debate over expanding access to tax-exempt diesel has emerged as fuel prices rise, but the proposal highlights a fundamental difference between reducing the price paid by consumers and increasing
Published on October 5, 2026
By Debdutta Ghosh

Higher Rates Are Forcing M&A Back Toward Strategic Discipline

Global mergers and acquisitions are entering a more selective phase after an unusually powerful first half of the year, exposing how sensitive corporate dealmaking remains to the cost of money.
Published on October 5, 2026
By Debdutta Ghosh

Europe’s AI Investment Is Being Constrained By Its Financing Model

European companies are increasingly investing in artificial intelligence with money they already have rather than relying heavily on outside financing, revealing a deeper weakness in the region’s ability to fund
Published on October 5, 2026
By Debdutta Ghosh

War and Rial Collapse Push Iranian Inflation and Living Costs Towards 90%

Seven months of conflict have transformed Iran’s economic crisis from a question of national indicators into a daily struggle over food, housing, medicine and employment. The war has intensified pressures
Published on October 3, 2026
By Debdutta Ghosh

AI Investment Is Racing Ahead of Proven Economic Returns

The central question surrounding artificial intelligence is no longer whether investors believe the technology has potential. Capital is already flowing into AI infrastructure on an extraordinary scale. The harder question
Published on October 3, 2026
By Debdutta Ghosh

Iran’s Retaliation Plans Raise the Cost of Failed Diplomacy

Iran’s preparations for a potentially broader response to any renewed large-scale United States attack illustrate how the region’s diplomatic problem has become increasingly difficult to separate from military planning. Iranian
Published on October 2, 2026
By Debdutta Ghosh

Global Bond Sell-Off Reveals the Higher Cost of Easy Money

Global bond markets are entering a more demanding phase as investors reassess the cost of holding government debt in an environment of elevated inflation risks, rising energy prices, heavy public
Published on October 2, 2026
By Debdutta Ghosh

AI-Powered Attacks Force Payment Networks Toward Automated Defence

Artificial intelligence is changing cybersecurity in two directions at the same time: it is helping organisations detect attacks more quickly while giving attackers increasingly powerful tools to discover vulnerabilities and
Published on September 30, 2026
By Debdutta Ghosh

AI Adoption Pushes Australian Banks Into Regulatory Scrutiny

Artificial intelligence is moving deeper into Australia’s banking system, and regulators are now shifting their attention from experimentation to the consequences of putting automated systems in front of customers. The
Published on September 30, 2026
By Debdutta Ghosh

International Cooperation Makes ShinyHunters Harder to Hide

The FBI’s public response to the ShinyHunters hacking group represents a shift from simply investigating a cyberattack to openly demonstrating that international cybercriminal networks can be pursued beyond the systems
Published on September 30, 2026
By Debdutta Ghosh

US-Iran Diplomacy Turns on the Cost of a Ceasefire

Separate contacts between United States and Iranian officials through mediators have reopened a diplomatic channel after months of war, but the substance of the negotiations shows why ending the conflict
Published on September 29, 2026
By Debdutta Ghosh

Chinaโ€™s Holiday Debate Exposes Pressure Behind Growth

Chinaโ€™s approaching National Day holiday has become the backdrop for a broader argument over working time, productivity and the cost of maintaining economic growth. Workers have used social media to
Published on September 29, 2026
By Debdutta Ghosh

AI Chips Are Rewriting South Koreaโ€™s Export Story

South Koreaโ€™s export performance is increasingly being shaped by the extraordinary investment cycle surrounding artificial intelligence. Economists expect the countryโ€™s exports to have risen for a sixteenth consecutive month in
Published on September 29, 2026
By Debdutta Ghosh

Marine Heatwaves Drive Fish Migration and Fisheries Losses in Europe

Europe’s warming seas are creating a new challenge for fisheries that cannot be addressed simply by increasing or reducing fishing activity. Marine heatwaves are changing where species live, reproduce and
Published on September 27, 2026
By Debdutta Ghosh

US Fuel Economy Rollback Shifts Costs From Automakers to Drivers

The United States is preparing to fundamentally change the direction of its vehicle fuel economy policy by replacing the more demanding standards adopted under the previous administration with substantially weaker
Published on September 27, 2026
By Debdutta Ghosh

US-China Deal Links Tariff Relief to New AI Cooperation

The latest agreement between the United States and China is significant less because it resolves their economic and technological disputes than because it creates mechanisms for managing them. During Chinese
Published on September 27, 2026
By Debdutta Ghosh

Iran Uses Diplomacy to Challenge US Pressure

Iran’s renewed push for negotiations with the United States comes at a moment when military pressure, economic restrictions and the disruption of the Strait of Hormuz have become closely intertwined.
Published on September 27, 2026
By Debdutta Ghosh

Falling Oil Prices Ease Inflation Pressure on Battered Bond Markets

A sharp rise in energy prices has become one of the biggest sources of pressure on global bond markets, pushing investors to reassess how long central banks may need to
Published on September 27, 2026
By Debdutta Ghosh

Hormuz Becomes the Key to a Phased US-Iran Deal

The emerging discussions between the United States and Iran over reopening the Strait of Hormuz point to a negotiation built around sequencing rather than a single comprehensive settlement. Instead of
Published on September 25, 2026
By Debdutta Ghosh

Chinaโ€™s AI Video Push Turns Content Into an Industrial Race

China is moving rapidly to turn artificial intelligence video production from an experimental creative tool into a scalable commercial industry. The push is being driven not only by filmmakers and
Published on September 25, 2026
By Debdutta Ghosh

Rising Inflation, Oil Prices and Government Debt Drive Global Bond Selloff

The global bond selloff is increasingly becoming a test of how much borrowing major economies can sustain without pushing interest rates sharply higher. The latest surge in long term United
Published on September 25, 2026
By Debdutta Ghosh

Trump-Xi Summit Shows How Washington and Beijing Manage Rivalry

The Trump-Xi summit in Washington was designed to project stability at a time when the relationship between the United States and China remains defined by competition, mistrust and economic interdependence.
Published on September 25, 2026
By Debdutta Ghosh

Europe’s Economic Resilience Cushions the War Driven Energy Shock

Europe’s economy is proving more resistant to the latest energy shock than many investors and policymakers had expected, with business activity accelerating even as higher oil and gas prices raise
Published on September 23, 2026
By Debdutta Ghosh

Chinaโ€™s Beauty Export Edge Survives the US Trade Dispute

China’s beauty product exporters are finding an unexpected degree of resilience in the United States, even as Washington and Beijing continue to use tariffs, technology restrictions and supply chain policies
Published on September 23, 2026
By Debdutta Ghosh

AI Rivalry Fails to Break the Investment Links

As the United States and China deepen their competition over artificial intelligence, financial markets are revealing a more complicated reality than the increasingly separate technology strategies of the two countries
Published on September 23, 2026
By Debdutta Ghosh

Alibaba Builds Full AI Stack to Support Its Next Model Leap

Alibaba’s latest artificial intelligence strategy signals a shift from competing primarily through individual models to building an integrated technology system capable of supporting increasingly demanding AI applications. The company plans
Published on September 23, 2026
By Debdutta Ghosh

Saudi Oil Flows Shift East as Pipeline Disruption Tests Export Flexibility

Saudi Arabiaโ€™s response to the disruption of its East-West oil pipeline has revealed how quickly the kingdom can reorganise crude exports when a major transportation route becomes unavailable. Rather than
Published on September 23, 2026
By Debdutta Ghosh

Revenue Uncertainty Forces China to Tighten Humanoid Robot IPO Scrutiny

China’s decision to raise scrutiny around humanoid robotics listings reflects a broader change in how the country’s technology sector is being valued. After years of encouraging investment in advanced robotics,
Published on September 21, 2026
By Debdutta Ghosh

Criminal Rivalries Expose the Fragility of Cybercrime Networks

The reported takeover of a dark web site operated by the cybercrime group cl0p by rival group ShinyHunters has exposed an unusual vulnerability within the criminal digital economy: the organisations
Published on September 21, 2026
By Debdutta Ghosh

Hormuz Traffic Collapse Reveals the Wider Cost of a Middle East Regional War

The sharp decline in commercial traffic through the Strait of Hormuz is becoming one of the clearest indicators of how deeply the Middle East conflict has disrupted the global energy
Published on September 21, 2026
By Debdutta Ghosh

Regional Conflict Expands as Iran-US Pressure Reaches New Fronts

The latest exchange of threats between Iran and the United States is significant not simply because Washington and Tehran are again warning each other of military consequences, but because the
Published on September 21, 2026
By Debdutta Ghosh

Middle East War Spreads Through Strategic Chokepoints

The widening conflict across the Middle East is no longer confined to the main battlefield. Fighting involving Iran, the United States and Israel has increasingly created pressure points across neighbouring
Published on September 18, 2026
By Debdutta Ghosh

Inflation Pressure Pushes US Fed Towards a Less Predictable Rate Path

The Federal Reserve has entered a more difficult phase of monetary policy, where restoring control over inflation increasingly requires it to accept greater uncertainty for financial markets. Its latest decision
Published on September 18, 2026
By Debdutta Ghosh

Chinaโ€™s Technology Push Deepens the Divide Between Production and Consumption

Chinaโ€™s latest economic performance highlights a structural tension that is becoming increasingly important to its growth model: the country is becoming more capable of producing advanced goods, but its domestic
Published on September 15, 2026
By Debdutta Ghosh

US Treasury Yields Rise, Raising Borrowing Costs Across the US Economy

The rise in the United States 10 year Treasury yield to around 5 percent is more significant than the headline number suggests. The yield is not simply a return earned
Published on September 15, 2026
By Debdutta Ghosh

Gulf Energy Routes Are Losing Their Strategic Backup

The latest escalation around Saudi Arabia, Yemen and the Strait of Hormuz points to a deeper weakness in the Gulf energy system: alternative export routes are becoming vulnerable at the
Published on September 14, 2026
By Debdutta Ghosh

US Trade War Pushes Canada to Rebuild Its Investment Model

Prime Minister Mark Carney’s effort to attract global investors to Canada reflects a deeper economic challenge than simply raising foreign investment. The country is trying to reduce the vulnerability created
Published on September 14, 2026
By Debdutta Ghosh

Shrinking Buffers Causing Oil Price Surge Exposed by Houthi Strikes on Saudi Sites

The rise in oil prices after attacks on Saudi energy facilities was not primarily a reaction to the barrels immediately put at risk. It reflected a more consequential change in
Published on September 12, 2026
By Debdutta Ghosh

Global Power Constraints Driving Data Center Interest in Patagonia

The growing power requirements of artificial intelligence are prompting technology companies and infrastructure developers to examine an unlikely location for future data centers: Argentina’s Patagonia. The region is not yet
Published on September 12, 2026
By Debdutta Ghosh

US-Canada Trade War Escalates as Trump Targets Bombardier

President Donald Trumpโ€™s threat to shut Bombardier out of the United States unless the Canadian aircraft manufacturer builds jets on American soil goes beyond another tariff dispute with Ottawa. It
Published on September 12, 2026
By Debdutta Ghosh

Chinaโ€™s Huawei and Xiaomi Challenge Appleโ€™s Premium Push With New Foldables

Huawei and Xiaomi have moved aggressively to strengthen their positions in Chinaโ€™s premium smartphone market, unveiling new foldable devices just days before Apple entered the category with its first foldable
Published on September 12, 2026
By Debdutta Ghosh

US Sanctions Target Iranโ€™s Airlines, Aircraft Access and Foreign Networks

The United States has significantly expanded pressure on Iranโ€™s aviation sector by sanctioning 36 targets, including 27 Iranian airlines and foreign companies accused of helping carriers obtain aircraft, cargo services
Published on September 8, 2026
By Debdutta Ghosh

Supply Disruptions Are Not Enough to Keep Oil Above $100

Oil markets are showing why a major physical supply disruption does not automatically translate into a sustained move above $100 a barrel. Even after months of conflict and repeated threats
Published on September 8, 2026
By Debdutta Ghosh

US-China Space Rivalry Turns Satellites Into Potential Weapons

For decades, military satellites were largely treated as infrastructure: platforms that carried communications, navigation, surveillance and early-warning functions while remaining on relatively predictable orbital paths. That assumption is changing. The
Published on September 6, 2026
By Debdutta Ghosh

Treasury Yields Raise The Bar For US Stock Valuations

The strongest support for US stocks in 2026 has come from corporate earnings, but that cushion is becoming less powerful as the latest reporting season moves into the background. Investors
Published on September 6, 2026
By Debdutta Ghosh
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