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ED. 53

Apr 17, 2026 · Geopolitics

Edition 53: India just cracked the code on 400 years of energy independence

India’s Prototype Fast Breeder Reactor achieved first criticality. Why it makes India the only democracy running commercial fas...

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ED. 49

Mar 20, 2026 · Geopolitics

Edition 49: War is quietly rewriting the rules of healthcare

The real disruption isn’t AI, it’s conflict. War breaks the three assumptions healthcare was built on, and is shifting care fro...

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ED. 48

Mar 13, 2026 · Geopolitics

Edition 48: The Middle East conflict and Indian healthcare

How the Middle East conflict hits Indian healthcare indirectly: energy shocks, costlier hospital operations, device supply disr...

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ED. 6

May 9, 2025 · Geopolitics

Edition 6: New Tariffs Threaten US Health Systems While Health Plans Skate By

US healthcare costs rose 146% in 25 years while incomes rose <15%. New tariffs hit break-even hospitals hard while lean heal...

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ED. 4

Apr 25, 2025 · Geopolitics

Edition 4: Tariff Shock: Why India must build healthcare resilience now

A 26% US tariff on Indian medical devices is a stress test, not just a trade spat. It threatens diagnostics costs, rural hospit...

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