Senior Fellow, Energy, Investment and Connectivity
Amit has nearly two decades of experience as a public policy researcher, an entrepreneur and a financial analyst. He is the author of "India and the Changing Geopolitics of Oil (Routlege, 2021), a book that looks at India's changing role in the global oil trade and how it can use this heft to secure energy supplies. He is also the lead author of the report "Chinese Investments in India" (Feb 2020), which looked at China's penetration of India's startup ecosystem. He is the founder of tezbid.com, a numismatic portal.
Amit started his career with the Economic Times, where he tracked the energy sector. He was a part of the start-up team of ET Now, the business news channel. Amit was responsible for setting up India Reality Research, a new research outfit within CLSA India, a stockbroking firm. He has also worked with Deccan Chronicle Group as the business editor for their general dailies.
He holds a Master in Business Administration from IIM- Ahmedabad and a Bachelors degree in Technology from IIT-BHU.
Bangladesh’s economy, already weak at the time of the August 2024 coup, has been on a downward spiral since. Banks are insolvent and cannot lend, business confidence is low, and investors are staying out. These issues will worsen the ongoing radicalisation, extremism and violence in the country.
Renewable energy adoption will be much slower than what was being projected earlier, and China’s curbs on rare-earth magnets will slow down the adoption of electric vehicles. Oil will continue to fuel India’s economy in 2026 and beyond.
On October 22, 2025, U.S. President Donald Trump imposed sanctions on Russia’s oil giants, Rosneft and Lukoil. The move has clear geopolitical motives—to remove a major supplier from an oversupplied oil market. Indian oil companies, key buyers of Russian crude, now face pressure to cut imports, undermining India’s energy diversification and shaking global oil markets, including the U.S. economy.
The embargo on rare-earth magnets by China reflects a gap in India’s critical mineral supply chain. India should reduce the need for these minerals by promoting green hydrogen.
Building a robust engagement with India on energy can help offset some of the economic and political crises that most of India’s neighbours are facing. Smaller South Asian neighbours will benefit from cheaper electricity and oil, paving the way for greater regional economic cooperation.
The proposed IMEC corridor connecting India to Europe through the Gulf can be transformative, helping to reduce risks to the global movement of goods and data. It’s early days yet, and there are gaps to be filled in terms of missing infrastructure and overcoming a diplomatic rift.
Geopolitics is increasingly intertwined with the economic destiny of South Asia. Even before the U.S. tariffs were rolled out, growing polycrises had hit the global economy, which has been struggling since the pandemic. South Asia seems a relatively bright spark of regional trade and growth. This paper analyses South Asia’s trade architecture in the backdrop of a sluggish world economy in the 2020s, and makes recommendations for closer regional economic integration.
Three years into the war with Ukraine, Russia has adapted to the changed economic scenario. It’s an ideal time for India and Russia to step up their economic engagement, especially as India seeks resources in energy and critical minerals for growth. However, Indian companies are wary of using these opportunities and are missing out on access to the world’s larges and most mineral-rich region.
The Bank of England was in the news because of the ‘gold squeeze’- traders moving gold from London to New York to profit from the price arbitrage. An informal version of this is taking place between Bangladesh and India.
Europe has reduced its reliance on Russian gas following the war in Ukraine, and its chief supplier Russia is mired in western sanctions. What does it mean for Russia? It has certainly changed the fortunes for American gas to be sold to Europe: as of 2023, the US had become the world’s top exporter of gas.
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