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• April 2, 2026
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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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• April 2, 2026
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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 …