The Dollar’s Dominance Under Pressure: De-dollarization Signals and What They Mean
The U.S. dollar’s position as the world’s dominant reserve currency has been called into question at regular intervals since the Bretton Woods system collapsed in 1971. Each cycle of dollar weakness, geopolitical friction, or U.S. fiscal excess generates a fresh round of de-dollarization commentary. Most of these predictions have failed to materialize — and the […]
India’s Semiconductor Ambitions: Can New Delhi Execute?
India’s ambition to build a domestic semiconductor industry has moved from aspiration to announced policy with remarkable speed. The government’s $10 billion semiconductor incentive scheme, launched in 2021 and revised in 2023, has attracted commitments from Micron Technology, Tata Electronics, and CG Power in partnership with Japan’s Renesas. The question is no longer whether New […]
OPEC+ Production Strategy in 2026: Reading the Signals
OPEC+ entered 2026 under conditions that have tested the coalition’s unity more severely than at any point since the 2020 price collapse. Sustained output restraint has kept Brent crude in a range broadly favorable to Gulf producers, but diverging fiscal pressures among member states, rising non-OPEC production from the United States and Guyana, and weakening […]