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• April 19, 2026
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India’s renewable energy sector faces mounting investor hesitancy as inconsistent policy signals undermine long-term capital deployment despite ambitious capacity targets. Policy predictability has emerged as the critical missing ingredient in translating India’s energy transition roadmap into bankable infrastructure projects. New Delhi, April 2026 — India’s renewable energy installations reached 203 GW by March 2026, yet the pace of capacity addition …

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India’s semiconductor industry is entering a decisive phase as government incentives exceeding $10 billion attract global chipmakers and domestic players to establish fabrication and assembly facilities. The policy framework positions India as a viable alternative in the global chip supply chain, though execution risks and talent gaps remain critical challenges. New Delhi, April 2026 — India’s semiconductor ambitions have moved …

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Global financial conditions are tightening sharply as major economies transition from liquidity abundance to capital scarcity, fundamentally altering the investment landscape for emerging markets including India. This structural shift in global money supply dynamics threatens to reverse capital flows that have underpinned asset valuations across developing economies for over a decade. New Delhi, April 2025 — The era of abundant …

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Global recession risks have climbed materially in recent weeks, with leading economists citing persistent inflation, tightening credit conditions, and geopolitical uncertainty as primary drivers. Indian investors face a complex recalibration challenge as traditional safe-haven assets and emerging market equities respond divergently to deteriorating global growth signals. New Delhi, April 2025 — The probability of a global recession within the next …

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The US-China trade relationship has evolved from commercial competition into a structural geopolitical contest centred on technology supremacy, supply chain control, and economic security. This transformation is forcing third countries, particularly India, to navigate increasingly complex alignment choices while pursuing strategic autonomy in manufacturing and trade partnerships. New Delhi, April 2026 — The Council on Foreign Relations has published fresh …

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Bangladesh faces mounting evidence of foreign policy dysfunction as the interim government struggles to maintain balanced relationships with major powers while navigating domestic political instability. The crisis reveals how decades of transactional diplomacy without institutional depth has left Dhaka exposed during a period of intensifying great-power competition in South Asia. New Delhi, April 2025 — A new assessment has characterised …

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Indian equity markets suffered their steepest single-session decline of 2025, with the Sensex plunging 1,600 points and the Nifty sliding sharply as escalating US-Iran geopolitical friction sent crude oil prices surging. The sell-off reflects India’s acute vulnerability to energy price shocks, with oil imports constituting over 85% of domestic consumption and directly influencing inflation, fiscal balances, and corporate margins. New …

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Indian benchmark indices Sensex and Nifty recorded gains in mid-April 2025 as markets priced in potential de-escalation between the United States and Iran alongside renewed foreign institutional investor buying. The dual tailwinds suggest a shift in risk appetite that could sustain equity momentum if geopolitical tensions continue easing and dollar outflows from emerging markets reverse. New Delhi, April 2025 — …

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Geopolitical tensions threatening oil flows through the Strait of Hormuz pose direct risks to Indian household budgets, given India’s 85% dependence on crude imports and the commodity’s downstream impact on transport, food, and manufactured goods. A sustained $10 per barrel increase in crude prices could add 40-50 basis points to headline inflation within two quarters, forcing both monetary policy recalibration …

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The Reserve Bank of India’s Monetary Policy Committee has unanimously voted to keep the repo rate unchanged at 5.25%, maintaining its neutral stance amid competing pressures from softening growth and persistent inflation risks. This decision signals the RBI’s reluctance to deploy additional monetary stimulus until clearer evidence emerges on the trajectory of food prices and global commodity markets. New Delhi, …