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.
ITC, HUL among 10 FMCG stocks that have tumbled up to 31% in 2026. How many do you have?
FMCG stocks remained under pressure in 2026, with the sector index declining 10% year-to-date amid geopolitical disruptions and inflationary pressures. Most major names, including ITC,