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India’s economy demonstrates remarkable resilience, maintaining a growth trajectory of over 7% despite significant global dislocations, including geopolitical tensions and fluctuating oil prices. Santanu Sengupta, Chief India Economist at Goldman Sachs, attributes this strength to past fiscal and monetary policy suppor...
The Reserve Bank of India’s upcoming Monetary Policy Committee meeting centers on the potential for a 25 basis point rate hike, the first since February 2023, driven by persistent inflation and robust economic growth. With CPI consistently exceeding the 4% target and crude oil prices hovering near $100 per barrel, mark...
Neelkanth Mishra of the World Bank identifies three primary global risks currently pressuring Indian equity markets: rising capital costs driven by decadal-high bond yields in major economies, energy price volatility exacerbated by depleted inventories, and fiscal sustainability concerns in Europe as defense spending i...
The global macroeconomic environment presents significant challenges for India, characterized by rising advanced economy bond yields, a strengthening US dollar, and volatile oil prices currently exceeding $100 per barrel. Pranjul Bhandari of HSBC Bank highlights that these external pressures, combined with a domestic i...
The Indian equity market is experiencing significant volatility driven by aggressive Foreign Institutional Investor (FII) selling despite strong Domestic Institutional Investor (DII) support. While domestic "firepower" remains robust through balanced advantage and multi-asset funds—which hold approximately 4-5 lakh cro...
Global financial stability faces mounting pressure from rising leverage, cyber risks, and AI-driven vulnerabilities, requiring proactive systemic resilience rather than mere shock prevention. India navigates these external headwinds—including volatile commodity prices and geopolitical conflicts—from a position of macro...
The Indian rupee has experienced rapid depreciation, weakening to levels around 96.15 against the US dollar. Naveen Mathur, Director at Anand Rathi, attributes this downward pressure primarily to surging global bond yields, with US yields reaching 5.3% and similar upward trends observed in Germany, the UK, and Japan. W...
India’s maritime strategy faces a critical transformation as the Indian Ocean becomes an increasingly contested and militarized space. With 90% of national trade by volume moving through maritime routes, the Indian Navy must shift from reactive posturing to proactive environmental shaping. Admiral Swaminathan emphasize...
Emerging markets face a "triple whammy" of record-high US yields, imported inflation, and capital flight toward dollar-denominated assets. Manishi Raychaudhuri explains that these pressures, compounded by escalating geopolitical tensions in the Middle East and threats to the Strait of Hormuz, are driving significant vo...
The Federal Reserve faces a pivotal interest rate decision as market expectations shift toward a 25 basis point hike following recent PPI and CPI inflation data. David Morrison, Senior Market Analyst at Trade Nation, notes that while the CME FedWatch tool indicates a 94% probability of an increase, the leadership of Ke...
Navigating today’s volatile global landscape requires building anti-fragility by balancing short-term operational vigilance with long-term structural foresight. Navneet Munot, MD and CEO of HDFC AMC, emphasizes that while geopolitical conflicts and rapid technological shifts create constant noise, India remains uniquel...
Axis Bank’s Sparsh Week 2026 initiative, launched in Lucknow, underscores the bank’s commitment to customer-centric service and strategic expansion in Uttar Pradesh, a state currently targeting a trillion-dollar economy. MD and CEO Amitabh Chaudhry highlights the bank's focus on rapid branch growth and engagement acros...
Mark Matthews, Head of Research Asia at Julius Baer, projects a significant decline in crude oil prices to the $60 range within twelve months, dismissing current $90+ levels as a temporary spike rather than a new normal. This bearish outlook is driven by improving global supply, new pipeline infrastructure bypassing th...
The Reserve Bank of India’s recent extraordinary measures to defend the rupee and bolster dollar liquidity have yielded significant results, with FCNRB deposits exceeding $127 billion and forex swap window inflows surpassing $136 billion. These inflows, which far outpaced initial projections, provided a critical cushio...
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