India
The world’s most populous country, building a tech and manufacturing base large enough to be discussed as the real China alternative.
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Jun- 2026 -29 JuneEarth
Asia’s harvest is about to fail on a warmer planet
The FAO warns a strong El Niño arriving within weeks will cut staple-crop yields across South and Southeast Asia, threatening 8.8 million people in 22 countries even as adaptation money…
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27 JunePower
India reopens Bangladesh corridor, but South Asia stays walled
New Delhi restored tourist visas for Bangladeshis on June 28, 2026, but the region's intraregional trade remains stuck at 5% of total trade—a fraction of East Asia's 50%—because visa rules…
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27 JuneTech & AI
India’s chip independence bet depends on a region it cannot control
Tata Electronics' $10.9 billion fab in Gujarat needs helium from Qatar and bromine from Israel—inputs now caught in West Asia shipping disruptions that could delay production by six to twelve…
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26 JuneEarth
India’s green economy is booming. Its coal consumption keeps rising.
India generated $110 billion in green revenue in 2025 at a 20% annual growth rate, but coal still powers 73% of its electricity and consumption reached 1.06 billion tonnes.
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25 JuneEarth
One Indian biogas plant runs at triple the industry average. That’s the real story.
Gruner Renewable Energy's Satna facility produced 23.5 tonnes of compressed biogas daily at 120% capacity, while most Indian CBG plants operate at 40–50%, raising questions about whether the model can…
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24 JuneCapital
China just became the world’s oil price setter
By cutting imports three million barrels per day during the June 2026 Strait of Hormuz crisis, Beijing deployed one billion barrels in reserves to prevent the price spike markets had…
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24 JuneTech & AI
One Chinese platform owns Asia’s property deals. Nobody else can copy it.
KE Holdings' Beike reported US$9.4 billion in 2025 revenues by controlling the entire transaction—not just listings—but fragmented land records across Southeast Asia and India make replication nearly impossible.
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24 JuneCapital
Gold’s $1,000 bet now rests entirely on the Federal Reserve
Deutsche Bank cut its gold forecast to $3,800 per ounce if markets price in three to four rate hikes, down from a $4,800 base case that assumes the Fed holds…
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23 JuneCapital
America’s cooking gas is now feeding India’s kitchens
The US jumped from 8% to 33% of India's LPG imports in two months, locked in by a 2.2-million-tonne term deal signed before the Middle East war disrupted Gulf supplies.
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22 JuneCapital
Asia’s biggest ETFs bled $2.5 billion before the rebound
BlackRock's India and Taiwan funds lost a combined $2.5 billion in March 2026 as geopolitical risk overwhelmed earnings, leaving the April bounce resting on a single Trump statement about the…
