Geopolitical tensions between India and Pakistan are simmering. Swaminathan Aiyar suggests a possible military response if India acts. He highlights Modi’s past actions and Pakistan’s likely retaliation. De-escalation is crucial to avoid market impact. The Indus Waters Treaty could be an alternative to conflict. Trump administration’s openness to China tariffs is also noted, but negotiations are not yet underway.
Metal shares surge as West Asia conflict fuels global aluminium price spike
Indian metal stocks saw a significant rise today. Aluminium manufacturers led the gains. The closure of the Strait of Hormuz due to the West Asia