The Daily Brief Ten Questions for 2026
Jan 1, 2026
The discussion kicks off with a look at potential risks from a US–China economic slowdown and its global impact. Interest rates are also under scrutiny, exploring future trends amid current trade-offs. The turns in India's economy post-reforms raise questions about transformative potential. The debate over natural vs. lab-grown diamonds highlights shifting consumer preferences. Additionally, there's speculation on AI's future in the job market and its implications for Indian IT. Finally, a nod to what's next after solar energy shapes the conversation.
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Two Fragile Superpowers, Global Ripples
- The US and China both face economic strains that could ripple globally through trade and finance.
- If either superpower stumbles, global manufacturing and dollar-linked finance will feel severe disruption.
Quick Commerce: Demand Exists, Margins Don't
- Quick commerce proved real but has been driven by aggressive expansion and subsidies.
- Profitability will depend on when firms pause growth to enforce discipline and improve unit economics.
Rate Cuts Constrained By Inflation And Rupee
- RBI must balance growth, inflation, and external stability when setting rates.
- Cuts might be limited by inflation risk and the need to defend the rupee if global peers stop easing.