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Gulf Conflict Reignites Global Anxiety
Global markets brace for seismic Monday as West Asia edges toward full-scale conflict, airspace shuts and Iran’s supreme leader’s death shakes economic confidence.
India Must Strive For Reform Not Better Trade Bargains
The US tariff reprieve offers India relief, but hollow gains persist as domestic protectionism continues undermining global competitiveness and trade potential.
India’s AI Ambition Meets Analog Limits
Like Macron’s Marine Drive jog, India’s tech run continues; Infosys-Anthropic pact accelerates modernisation amid persistent infrastructure gaps at AI summit.
Gold And Silver Havens Crumble In New Era Of Market Volatility
Once seen as shelters, gold and silver now swing wildly, underscoring a market regime where volatility is constant, not occasional.
India’s US Trade Deal Forces A Long-Delayed Economic Detox
The India-US trade deal offers exporters relief but carries tough conditions, exposing domestic inefficiencies and geopolitical pressures, forcing an economic detox India has long delayed.
Nirmala Sitharaman’s Budget 2026 Lacked The Big Bang That Markets Wanted
Sitharaman’s Sunday Budget prioritised fiscal stability over bold reforms, triggering a 1,100-point market slide and investor disappointment.
The India-EU ‘Mother Of All Deals’ Is Also A Geopolitical Message To Trump
The India-EU trade pact offers a $136 billion buffer against Trump tariffs, expands car quotas and defence ties, signalling a geopolitical shift despite pending legal details.
India’s Budget 2026 Signals A Sunday Moment For Reform
India’s Union Budget 2026, presented on a Sunday, signals intent, but markets will focus on whether it delivers decisive policy action beyond symbolism.
