Mar 13, 2026 12:14 pm
• The Middle East conflict is a key near-term driver for the markets, particularly oil prices and global inflation expectations. • Indian economy is better placed than past oil shocks, but prolonged higher oil prices would hurt the economy and corporate earnings. • With improving earnings and resilient domestic flows, our longer-term view on Indian…
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Mar 10, 2026 7:28 am
For some time now, we have argued that the world is approaching the end of a long geopolitical cycle. History rarely moves in a linear fashion. Periods of relative stability are often followed roughly every eighty to ninety years by crisis phases in which institutions built by one generation are tested and rebuilt by the…
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Mar 6, 2026 5:43 am
Global Economy Economic data released during February suggested that the global economy continues to expand, though the momentum remains uneven across major regions. Activity indicators show a world that is neither accelerating strongly nor slipping into recession, but rather moving through a phase of modest and differentiated growth. In the United States, economic signals remain…
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Mar 2, 2026 9:30 am
After Events of the weekend are forcing a major resetting of the investment outlook and have caused major disruption to the Middle East. This correspondent is currently based in Mumbai after the closure of Dubai airspace. Below we look at the consequences of the Iranian crisis and reflect on how the year started. Over the…
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