From $65 to $71 in days, India’s crude basket is flashing early warning signs. The real question now is how long the Strait of Hormuz stays safe. For India, oil is crucial and has enormous impact on the macro stability, inflation math, fiscal arithmetic and, yes, market mood. In a matter of days, the Indian … Read more
Indian equity markets ended Monday’s bruising session well off their lows, with the Nifty 50 recovering sharply from an intraday bottom of 24,600 to close at 24,865 which is a sign that buying interest emerged at lower levels even as the broader sentiment remained deeply cautious following a geopolitical shock that rattled global financial markets. … Read more
The US-Israel strike that killed Khamenei has changed the geopolitical reality in the Middle East. Indian markets will pay the price on Monday, the question is for how long. The weekend did not bring rest. It brought fire over Tehran, the death of a supreme leader who had ruled Iran for 37 years, and a … Read more
Oaktree Capital chief calls AI advancement “unlike anything we’ve seen before,” flags job displacement fears while urging moderate, selective investing approach Howard Marks, co-founder and co-chairman of Oaktree Capital Management, has released his latest client memo titled “AI Hurtles Ahead,” a follow-up to his December 2025 piece “Is It a Bubble?” — and the tone … Read more
The Middle East Is at War. Here’s What It Means for Every Asset Class in Your The world woke up to a fundamentally different geopolitical reality on Saturday morning. The United States and Israel launched a massive, coordinated military campaign against Iran — codenamed Operation Epic Fury by the Pentagon — striking Tehran, Isfahan, Qom, … Read more