5 articles
H.R. 5334, the Lindsey O. Graham Sanctioning Russia and Iran Act of 2026, was signed into U.S. law on September 18, 2026 — giving the president authority to impose tariffs of up to 100% on the largest buyers of Russian oil and gas. What it means for India's rupee-settlement push.
By Thoughtful India Staff||8 min read
The rupee stays stubbornly domestic: the RBI's rupee-settlement push with partners is real but incremental, and its share of global payments remains below 2%.
· 4 min read
The rupee at 87 is not a crisis — it's managed depreciation by the RBI, not a policy failure. A look at how currencies work and what the alarm gets wrong.
· 3 min read
Brent hit $107.97 on March 8 as the Iran war choked the Strait of Hormuz. India imports 89% of its oil; every $10 rise costs roughly $17-18 billion a year.
· 3 min read
Oil at $110, China's demographic collapse, the India-US AI talent corridor, an unplanned soft power moment, and why the rupee at 87 is not the real problem.
· 3 min read