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Trump’s Peace Gesture and Tehran’s Response Confuse Markets
There is extreme volatility across asset classes from stocks and bonds
A ‘Double Whammy’ For India: How War And El Niño Could Ignite A New Inflationary Fire
This "double whammy" of a disrupted monsoon and soaring energy costs could impact rural incomes and force a sharp cut in discretionary spending across the economy.
How Local Innovation Can Rescue India’s Energy Security
As we navigate this difficult period, we must also accept that the ultimate solution will not come from short-term subsidies or geopolitical successes, like getting a few more ships through the Strait of Hormuz.
Oil Prices Set to Spike and Markets Fall
Over the weekend, US President Donald Trump threatened to attack Iran's energy installations if it did not open up the Strait of Hormuz
Empty Tanks And Bearish Markets: The Mounting Costs Of A Distant War
The lack of cooking gas is hitting India’s poor the most. Meanwhile, the developments at HDFC made the market slide worse back home.
Markets Tank Again
Trump is considering deploying thousands of US troops to reinforce its position in the Middle East
West Asia Crisis Impact: Indian Auto Sector Faces Supply Chain Disruptions And Export Risks
Auto exports hit a West Asia roadblock. With gas supply diverted and freight costs surging, force majeures at key suppliers signal a critical production risk.
India’s Gas Pivot Amid West Asia Crisis Reveals Decades-Old Industrial Blind Spot
The Natural Gas (Supply Regulation) Order reveals a gap that pre-dated it — between piped gas infrastructure and the cylinder-fed commercial activity that sits beyond its reach.
Markets Recover Over 2,000 Points
There is no real development from West Asia that can be construed as positive
Toshit Panigrahi on AI, Publishers & the Future of Content Monetisation
AI Is Changing How Publishers Track, License and Monetise Content
Coal Becomes India’s Defence As West Asia Conflict Ignites Prices
As countries scramble for coal in times of a natural gas crisis due to the Iran-US war, India is in a position of strength thanks to its domestic reserves.
