A $700 Billion AI Infrastructure Bet: Where the Money Goes and What Could Go Wrong
by Siddharth Singh Bhaisora5 min read
Siddharth Singh Bhaisora
Chief Marketing & Growth Officer | Wright Research
US hyperscalers will spend $700bn on AI infrastructure in 2026, consuming 92% of operating cash flow. Will the AI bet pay out for these hyperscalers? Read more.
10 May 2026
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How a Weak Monsoon and the Strait of Hormuz Crisis Could Reshape India's Economic Outlook in 2026
by Siddharth Singh Bhaisora5 min read
Siddharth Singh Bhaisora
Chief Marketing & Growth Officer | Wright Research
With a weak monsoon forecasted for FY27 and global fertilizer prices up 50% from the US-Iran war, India faces rising food inflation, higher subsidies, and softer rural demand. Read our detailed analysis.
19 April 2026
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Is India In An Oil & Gas Crisis? Iran War & Strait of Hormuz Disruption
by Siddharth Singh Bhaisora5 min read
Siddharth Singh Bhaisora
Chief Marketing & Growth Officer | Wright Research
India faces a severe energy crisis after the Strait of Hormuz closure disrupts oil and gas supplies, driving prices higher and straining GDP growth. Read our analysis here.
12 April 2026
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Fall of the Petrodollar and the Rise of the PetroYuan
by Siddharth Singh Bhaisora5 min read
How the 1974 petrodollar pact shaped global finance, why it's eroding, and how the 2026 Gulf War is accelerating China's petroyuan as a competing oil currency.
29 March 2026
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From Coal to Cloud: Mapping India’s Shift from Conventional Power to Sustainable Infrastructure
by Naman agarwal5 min read
India is fast moving from coal-heavy power to renewables, green grids and data centres. Discover how this transition is reshaping energy, infrastructure and long-term investment opportunities.
13 March 2026
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Who are The Real Winners of Iran-Israel War? : Sectors, Companies, Countries Gaining from War
by Naman agarwal5 min read
Missiles are flying, markets are moving. See which defence giants, oil producers and nations quietly emerge as winners from the Iran–Israel–US war amid global turmoil.
07 March 2026
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Decoding the Iran–Israel Conflict for Portfolios : Timeline, Markets, Oil Prices, Macro Transmission
by Naman agarwal5 min read
War headlines spook markets. Analyse India’s oil vulnerability, sector shifts, and behavioural traps to sidestep during the Iran–Israel escalation.
05 March 2026
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Venezuelan Oil Needs Indian Refineries: What It Means for Global Energy Markets
by Siddharth Singh Bhaisora5 min read
Siddharth Singh Bhaisora
Chief Marketing & Growth Officer | Wright Research
Venezuelan oil exports are turning toward Indian refineries. Discover the impact on oil industry stocks, oil stocks to buy, risks, opportunities, and global energy markets.
10 February 2026
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US Takes Over Venezuela Oil: Impact Globally and on India
by Siddharth Singh Bhaisora5 min read
US detention of Nicolás Maduro could reshape Venezuela’s oil exports via sanctions resets and US investment. For India: low near-term risk, medium-term upside.
11 January 2026
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GAIL India's 12% Tariff Hike 2026: What It Means for India's Energy Sector
by Naman Agarwal5 min read
GAIL's 12% Tariff Hike 2026: Rs 1,200 Crore Impact, Why Only Half the Requested 33%? Full Breakdown Inside
29 December 2025
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India's Energy & Commodities Outlook: Crude, LNG, Chemicals & Tariff Impacts
by Naman agarwal5 min read
Learn how Crude, LNG and Chemicals Prices Plus New Tariffs Could Reshape Profits, Costs and Opportunities Across Indian Sectors
11 December 2025
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The Wild Commodity Price Rise
by Siddhart Agarwal5 min read
There has been a massive upsurge in crude, natural gas, metals, and agro commodities after the beginning of Ukraine's invasion by Russia. Let's explore the pressures and opportunities from the crisis.
13 March 2022
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