India-US ‘unsettled relations’, energy prices and lack of ‘AI play’ pose economic headwinds: CEA Nageswaran
Economic Times 1 hr ago·25 Sept 2026, 7:55 am
India's economy faces near-term challenges due to a complex mix of geopolitical and structural factors. Chief Economic Adviser V. Anantha Nageswaran highlighted that unsettled relations with the United States, coupled with volatile global energy prices, are creating significant headwinds. He described the current diplomatic stance as an 'uneasy equilibrium,' citing lingering tariff issues and fresh risks from US levies on nations purchasing Russian energy.
Nageswaran also pointed to a lack of a substantial domestic 'AI play' as a concern for India's growth trajectory. He emphasized that while India must maintain strategic independence to avoid aligning with any specific global bloc, this autonomy could potentially lead to higher energy costs. Investors should monitor how these external pressures impact domestic inflation and fiscal policy in the coming quarters.
Excerpt from Economic Times
India’s economy is facing near-term headwinds from unsettled ties with the United States, global energy prices and the lack of a significant “AI play”, Chief Economic Adviser V. Anantha Nageswaran said. He described India-US relations as being in an “uneasy equilibrium” amid lingering tariff issues and fresh risks…Read the original at Economic Times
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