Viktor Shvets of Macquarie Capital suggests the US faces a period resembling stagflation, not outright recession, due to Donald Trump’s policies aimed at reshaping American society. He notes that India’s economic growth, while strong, needs recalibration and structural reforms to achieve its potential.
Geopolitics, crude risk and the IT conundrum: Sridhar Sivaram on why investors may need to stay selective
Geopolitical tensions in West Asia are creating market uncertainty, impacting energy supplies and capital flows. While Indian equities have shown resilience, prolonged conflict could significantly