Recent analysis
The Supercycle Is in Metals; the 2026 Oil Spike Is a Shock
Wednesday, October 28, 2026
The World Bank expects commodity prices to rise 16 percent in 2026, but most of the jump comes from the blocked Strait of Hormuz, not fro...
Read the piece →India's Fertiliser Sales Fell Where Prices Rose. NPK Is Down 22% at Rs 2,450 a Bag; DAP, Held at Rs 1,350, Barely Moved
Tuesday, October 27, 2026
Farmers bought less of every fertiliser this kharif, and the weak monsoon is part of it. But the steepest falls were in complex fertili...
Read the piece →Rural Job-Guarantee Pay Rose 9.6% in July. In Eight States It Buys Less Than in 2025
Tuesday, October 27, 2026
Wages were frozen for three months, then a Rs 300 floor lifted the poorest states by up to 19%. But prices for farm labourers rose 3.4%...
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Umashankar Triplicane Dwarakanathan
Investment Promotion & Energy-Sector Leader · Chennai, Tamil Nadu, India