CategoryCountry & Business Corridors

India–UK Economic Complementarity

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Having worked on an India-UK complementarity study sometime in 2010-11, I recently came across the India UK Vision 2035 document. The economic relationship between India and the United Kingdom has undergone a profound structural shift over the last two decades, and I am writing this post to reflect on it. While early diplomatic interactions primarily focused on addressing capital deficiencies and...

A Trade Bridge, Not the Destination

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A careful beginning India and the United States have announced a framework for an interim trade agreement. It’s a first step that could, over time, lead to a free trade deal. The framework focuses on a few practical goals: lowering selected tariffs, improving market access, and reducing long-standing frictions. India will cut or remove tariffs on several U.S. industrial goods and some food and...

Mother of All Deals? Reading the EU–India FTA in a Less Optimistic Trade Environment

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Trump-era tariff rhetoric and renewed geopolitical friction have made global trade feel less optimistic than it has in a long time. It’s increasingly difficult to see positive developments that signal stability or long-term cooperation. In that climate, when Ursula von der Leyen announced the signing of a free trade agreement between the European Union and India — calling it the “mother of all...

India and the EU’s New Strategic Agenda: An Opening or a Stress Test?

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The European Union released its Joint Communication on a New Strategic Agenda with India this September, a significant move to shape a stable, multi-polar order. For the EU, this is a comprehensive and high-confidence offer grounded in its regulatory power. For New Delhi, the process is both promising and a rigorous test of its strategic autonomy, regulatory adaptability, and negotiating agility...

AI’s Shockwave in Indian IT: Why Now, What’s Changing, and Who Stands to Gain

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What’s Happening — and Why Now For over two decades, India’s IT and business process management sector has powered the back-office and software needs of global enterprises—reaching revenues of $282.6 billion in FY2025 (NASSCOM). But 2025 marks the industry’s most profound shakeup since the early BPO boom, as two transformative forces converge: AI-driven automation is rapidly...

India–U.S. Relations in Uncertain Times: A Moment for Strategic Patience

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As global engagement shifts, the India–U.S. relationship is entering a phase that calls for thoughtful observation and steady leadership. At InsightKraft, I often reflect on how global economic and strategic trends affect long-term partnerships. This post isn’t a forecast or a critique — it’s an attempt to make sense of recent signals. Things feel uncertain, and that’s precisely when it’s...

India-Netherlands Relations: Opportunities for business and investment

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Having previously worked with the Dutch government to enhance bilateral cooperation, I’ve remained keenly interested in how India and the Netherlands continue to strengthen ties across political, economic, technological, and cultural fronts. This note is a personal reflection and update for my network—on recent shifts, promising opportunities, and some often-overlooked developments in this...

AI and the New Geography of Strategy: Rethinking Global Expansion in the Age of Intelligence

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AI and the New Geography of Global Expansion A few years ago, when we helped international companies decide where to expand globally, the playbook was clear. We looked at market demand, regulatory environment, operational costs, talent availability, infrastructure, and alignment with strategic goals. That was enough to make a case for setting up in India, Europe, or the UK. But now, things have...

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