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RCEP Without the China Risk: India's Strategic Trade Calculus
Regional Comprehensive Economic Partnership (RCEP) , a trade agreement linking ten ASEAN countries with five of their key Free Trade Agreement partners, is one of the largest trade blocs in the world. Illustration by The Geostrata The RCEP treaty is significant due to its representation of nearly a third of the world’s gross domestic product , encompassing a population of over two billion people and an estimated $5.2 trillion in total exports. Despite its scale and s

THE GEOSTRATA
3 days ago4 min read


Shrinking Fiscal Space of Indian States:16th Finance Commission’s Recommendations That Fail State Demands
A diverse country like India is home to states that differ sharply in income levels, population pressures, geography, and administrative capacity, giving rise to vast and uneven fiscal pressures that can't be fulfilled with a one-size-fits-all system. Illustration by The Geostrata Fiscal Federalism is at the heart of the Indian Economy, sustaining strong Centre-State relations and upholding political legitimacy. In this backdrop, the constitution provides a balance between th

THE GEOSTRATA
6 days ago4 min read


India's Trade Winds: One Win at a Time
"Somewhere Europe has to grow out of the mindset that Europe's problems are the world's problems, but the world's problems are not Europe's problems” Dr S. Jaishankar (Indian External Affairs Minister) The world today has been confronted with the strange reality of trade protectionism and aggressive tariff policies, which stem from the thought of intrinsic economic development amongst multiple countries, starting with the US. What was earlier seen as protectionism and reignit

THE GEOSTRATA
Feb 86 min read


Strategic Convergence & Economic Pragmatism: The India-EU Free Trade Agreement - A Report
India and the European Union, after almost two decades, finally, on January 27th of 2026, concluded their negotiations for a free trade agreement, which has been, by the European Commission President Ms Ursula von der Leyen, more popularly called the “Mother of all Deals.” Cover by The Geostrata The announcement came shortly after the successful 16th India-EU Summit in New Delhi, attended by Indian PM Narendra Modi alongside the European Commission President H.E. Ursula von d

THE GEOSTRATA
Jan 303 min read


Union Budget 2026–27: Fiscal Priorities, Tax Choices and India’s Economic Strategy
For the record 9th time , the Finance Minister Nirmala Sitharaman prepares to present the Union Budget for 2026-27 on 1st February 2026. This exercise has more significance than a routine fiscal update. As India emerges as one of the world’s fastest-growing economies , it faces a blend of domestic challenges, opportunities and global risks. Illustration by The Geostrata Slowing global demand, trade fragmentation, U.S. tariff pressures and weakening investor sentiments call fo

THE GEOSTRATA
Jan 286 min read


The India-EU Trade Pact: A Strategic and Urgent Imperative
As the first month of 2026 comes to a close, the global economic establishment is less a coherent system and more a fragmented mirror of competing interests. With the EU – India summit less than a week away, the atmosphere is charged with unprecedented urgency. As the EU President Ursula von der Leyen touches down in India alongside other European leaders for Republic Day celebrations on January 26, the long-anticipated India – EU trade deal stands on the precipice of finaliz

THE GEOSTRATA
Jan 256 min read


Dusting Off The Cosmic Blueprint: India's Space Success at the Crossroads
Shubanshu Shukla, an Indian astronaut, travelled to the International Space Station in 2025. This is a significant moment that goes beyond simple patriotism. India’s missions like Mangalayaan and Chandrayaan are praised for their low cost and efficiency all over the world. Nevertheless, despite this achievement, India continues to be marginalised in the global space economy, which is expected to reach a value of $1 trillion this decade. Illustration by The Geostrata This arti

THE GEOSTRATA
Dec 28, 20255 min read


Developmental Parallels Between Kashmir and PoK: Lines of Control, Shades of Contrast
Underneath the dust stirred by the crossfires between India and Pakistan in Jammu and Kashmir lies the untold story of developmental disparities between regions separated by misconceived boundaries of baseless claims. Illustration by The Geostrata Boundaries that, by their very nature, separate the two by a margin that is only negligible compared to that separating the economic, social and medical realities of Jammu and Kashmir and the part of it that remains under unlawful P

THE GEOSTRATA
Dec 27, 20255 min read


From Protectionism to Partnerships: India's Shifting FTA Strategy
India's trade policy since independence has been rooted in self-sufficiency and protectionism, which makes India's trade remarkably different. The first three and a half decades after independence were governed by very high tariffs, tight import restrictions, and a complex 'licence raj' system to encourage young Indian industries, while protecting many sectors. Illustration by The Geostrata This self-sufficiency encouraged domestic manufacturing, but at the same time, it ha

THE GEOSTRATA
Dec 23, 20256 min read


Shakuni To Share Markets: How Political Decisions Shape Economic Outcomes
The Hindu epic Mahabharata is far more than just an epic poem featuring noble ideals, supernatural characters, and atrocious conflicts that end in a manufactured peace. It's not a moral and theological discourse built around a long story, as many academics would have us believe; it stands for the very contemporary notions of policy and diplomatic tactics that we see in the world today, and its lessons echo through our administrative institutions. Illustration by The Geostrata

THE GEOSTRATA
Dec 11, 20254 min read


Shadow Banking in India: NBFCs and their Role in the Financial Economy
In India’s financial pulse, Non-Banking Financial Companies (NBFCs) — Micro Finance Institutions (MFIs) are key factors for development. NBFCs are entities that provide similar services to banks but do not hold a banking license, for instance, engaged in the business of loans and advances, acquisition of shares/debenture/securities, leasing, hire-purchase, insurance, and more. Illustration by The Geostrata It has emerged as a vast source of financing for individuals as well a

THE GEOSTRATA
Nov 19, 20257 min read


E-Commerce and Retail: Competition to Coexistence
With the advancement of technology, the global retail sector has undergone a profound shift in the last two decades, defined by the rise of e-commerce. Once seen as a rival threatening the survival of retail businesses, e-commerce has now become a catalyst for transformation. On the one hand, e-commerce has changed consumer behaviour by making it more convenient. Illustration by The Geostrata On the other hand, it has compelled retailers to restructure their strategies to sus

THE GEOSTRATA
Nov 15, 20255 min read


The Economics of Hunger: Food, Waste, Climate and the Collapse of Aid
We live in a world of glaring, debilitating contradictions where we produce more food than any civilisation in history, but hunger remains a chronic, worsening crisis. Global agriculture produces trillions of calories of food every year, enough to feed every man, woman, and child, and yet there is the painful reality that over 295 million people in the world today are facing acute hunger, pushing them to the brink of catastrophe. Illustration by The Geostrata This crisis i

THE GEOSTRATA
Nov 12, 20255 min read


Navigating the Fault Lines of Economic Security: How Semiconductors, Cryptocurrency, and Supply-Chain Shifts Are Redrawing Global Power
Under the multifaceted networks of economic safety, cross-connections that exceed traditional supply-chain models can be found in complex geotechnical, technological, and financial networks that redesign the business at a distant level. Illustration by The Geostrata Mapping these constellations of conflict and the relative permanence of ProKin, researchers shed light on the interdependence and dependence of risk and opportunity inherent in interlinkages of semiconductor sup

THE GEOSTRATA
Nov 4, 20256 min read


Behind Trump’s Tariffs: How U.S Policies Enabled China’s Rise
Imagine a time when the Romans believed in “ Roma Aeterna”, an empire eternal, invincible and destined to last forever. Today, what remains of that grandeur is a viral TikTok trend. The British Empire, once so vast that the sun never set, is now reduced to nostalgic relics like the royal family, gilded castles, and colonial territorial disputes. Illustration by The Geostrata This is history’s brutal lesson: Power is Transient. According to Modelski and Thompson’s Long Cycle T

THE GEOSTRATA
Nov 2, 20256 min read


Cities as Battlegrounds: Evolving Nature of Modern Warfare
Urban cities, which were once the centres of commerce, civilisation, and culture, are now increasingly being transformed into battlegrounds of modern-day conflicts. Modern warfare is no longer confined to frontlines, but is now playing out more in densely populated urban spaces. From Kyiv and Gaza to Khartoum and Aleppo, urban cities have become spaces of warfare. This highlights the fact that the lines between war zones and civilian spaces are blurring. Illustration by The

THE GEOSTRATA
Nov 1, 20256 min read


Threads: Woven Heritage, Global Stage
The evocative music of a handloom is not merely the sound of weaving, it is a sound of civilisation. The delicate slide of natural cotton, the earthly scent of natural indigo dye, and the careful folding of a silk saree reserved across generations are more than fleeting moments. Illustration by The Geostrata They are fragments of a narrative that has been going on for the past 5,000 years: each of India, each of its unmeasured fabric, crafted by hand and entwined with soul. T

THE GEOSTRATA
Oct 30, 20257 min read


Murky Waters: South China Sea and its Illicit Oil Trade
A map drawn as far back as 1947 in Pre-Communist China has, today, become the source of global concerns that are only increasing as China establishes itself close to the helm of contemporary geopolitics. Illustration by The Geostrata Such is the story of origins of the 9-dash line which initially started out with 11 dashes, only for China to give the Gulf of Tonkin to Vietnam hence, forfeiting two dashes. The South China Sea is visualised by China such that it asserts “histo

THE GEOSTRATA
Oct 29, 20255 min read


Ongoing Legacy of a Lustrous Metal: Gold, From Family Heirloom to Safety Valve
A lustrous metal that has witnessed history from ancient Bharat to modern-day Viksit Bharat, from the Indus Valley Civilisation to the artificial intelligence era, gold has served as a means of family inheritance, pride, and a reliable economic asset. Illustration by The Geostrata Its nature of scarcity makes it precious, and its ability to act as a safety valve for central banks worldwide makes it unique among other metals. In the Indian economy, this lustrous metal is more

THE GEOSTRATA
Oct 18, 20254 min read


Why India’s Investment Climate Is Losing Its Shine?: Reassessing India’s FDI Landscape
The Indian growth story has long been an attractive prospect for foreign capital. However, in recent years, the high value exits of global investors have raised pressing concerns about the sustainability of India’s investment climate. Illustration by The Geostrata A mix of internal and external factors has negatively affected investor confidence, despite the country’s solid macroeconomic fundamentals. Chief among the concerns of the investment community are valuation pressure

THE GEOSTRATA
Oct 15, 20255 min read
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