India’s recent trade agreements signal a strategic shift toward competitiveness-led global integration. By improving tariff parity and market access with major economies, India is strengthening export visibility, funding its current account deficit sustainably, and positioning itself as a key participant in global manufacturing and services supply chains.
Commodities enter a corrective phase: Will it last or is it just a pause?
On the other hand, geopolitical risks are still high. Global risk indicators continue to show heightened concerns around interstate tensions and geoeconomic confrontation through 2026.
February 15, 2026