Just as the 90-day pause on Trump’s tariff plans brought some relief, fresh tensions with Pakistan have reintroduced uncertainty. History suggests such geopolitical flashpoints rarely cause lasting damage to Indian equities – be it Kargil, the Parliament attack, 26/11, or Pulwama.
Tech equity sales renew AI debt-binge worries
Tech giants are aggressively selling stock, raising billions, signaling a potential spending spree. While this boosts balance sheets, it also suggests increased borrowing and capital