The Israel-Iran war impact

Israel-Iran war risks global stagflation shock

The Israel-Iran war revives 1970s-style supply shocks, sending crude toward triple digits and rattling markets from Mumbai to Manhattan. Read more »
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Trade deficit falls, but crude price risk persists

Brent crude’s sharp rise may upset India trade deficit math, strain SMEs, and widen the current account deficit. #exports #imports Read more »
President Biden's $1.9 trillion US stimulus package

$1.9 trillion US stimulus package to boost India growth, nudge inflation

A potential increase in country risk premia and pressure on domestic yields caused by the US stimulus could tighten domestic financial conditions. Read more »