Columnist-BG-Srinivas

Capital Recycling 2.0: India’s Plan to Monetise ₹16.72 Lakh Crore Without Ballooning Debt

The Indian government has launched National Monetisation Pipeline 2.0 (NMP 2.0), a scaled-up blueprint for unlocking value from public infrastructure assets to fund ambitious development goals without escalating debt. Unveiled by Finance Minister Nirmala Sitharaman on February 23, 2026, and prepared by NITI Aayog, NMP 2.0 targets an aggregate monetisation potential of ₹16.72 lakh crore over FY26–FY30 (2025-26…

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modi-saudi

West Asia crisis: India flags energy supply concerns; PM speaks to leaders of Oman, Kuwait, Qatar

New Delhi:  As the conflict in West Asia widened, India on Tuesday emphasised the interest of one crore Indian nationals in the region and voiced concern over consequences for the Indian economy due to possible disruptions in energy supplies, even as Prime Minister Narendra Modi discussed the evolving situation with leaders of Oman, Kuwait and…

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Columnist-BG-Srinivas

Margin Wars and the Silver Squeeze

The silver market remains in a critical phase of the ongoing squeeze, characterized by a sharp divergence between paper and physical dynamics. As of early February 2026, spot silver trades around $76–$78 per ounce (following a volatile pullback from January’s peak near $120–$121), reflecting recent leveraged unwinds but not a collapse in underlying fundamentals. This period has been marked by aggressive interventions from…

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