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• April 2, 2026
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India confronts a pivotal moment in its development trajectory as intensifying great-power competition forces a fundamental reassessment of its trade and industrial policies. The country’s strategic ambiguity between Western democracies and alternative blocs is becoming increasingly untenable as global supply chains fragment along geopolitical lines. New Delhi, April 2026 — The Hinrich Foundation’s latest analysis underscores a structural challenge that …

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Indian equity markets surged sharply in early April 2025 as investors priced in de-escalation hopes along India’s northern borders, even as foreign institutional investors continued their sustained exit from domestic stocks. The divergence between rising indices and persistent FII selling reflects a structural shift toward domestic liquidity dominance in Indian markets. New Delhi, April 2025 — The benchmark Nifty 50 …

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US-Iran military escalation has triggered the largest single foreign institutional investor outflow in Indian market history, with $12 billion fleeing domestic equities and benchmark indices shedding Rs 51 lakh crore in market capitalisation. The selloff represents a structural repricing of geopolitical risk premiums across emerging markets, with India’s import-dependent energy profile amplifying vulnerability. New Delhi, May 2025 — Indian equity …

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India’s June quarter inflation is projected to breach the Reserve Bank of India’s 4% target ceiling as escalating West Asia hostilities drive crude oil prices higher and pressure the rupee, compounding existing growth headwinds. The convergence of geopolitical risk, currency depreciation, and weakening domestic momentum creates a stagflationary undercurrent that may constrain the central bank’s ability to support growth through …

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Global geopolitical tensions are creating a triple threat for India’s economy through elevated crude oil prices, sustained rupee depreciation, and mounting fiscal pressure on subsidies and current account balances. The convergence of these factors marks the most significant external stress test for Indian macroeconomic stability since the 2022 energy crisis triggered by the Russia-Ukraine conflict. New Delhi, April 2025 — …

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A month of sustained military conflict involving Iran has fundamentally disrupted global commodity supply chains, triggering oil price surges above $120 per barrel, wheat futures spikes of 40%, and a flight to safe-haven assets that has redrawn capital allocation patterns. The economic fallout extends far beyond the Persian Gulf, with emerging markets facing acute import cost pressures while commodity exporters …