India’s Antariksh Venture Capital Fund: How ₹1,000 Crore Will Reshape the Private Space Sector
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April 3, 2026
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The Antariksh Venture Capital Fund is India’s first dedicated government-backed fund for private space startups, designed to channel institutional capital into a sector that has attracted limited early-stage funding despite policy liberalisation since 2020. The ₹1,000 crore fund, managed by the Indian National Space Promotion and Authorisation Centre (IN-SPACe), aims to de-risk private investment and accelerate India’s share of the …
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Iran Conflict Threatens Global Growth More Than Prices: What This Means for Emerging Market Strategies
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April 3, 2026
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The escalating Iran conflict poses a dual threat to the global economy, but growth disruption now outweighs inflation risk as the primary concern for policymakers and investors. Central banks face a classic stagflation dilemma where traditional monetary tools may prove inadequate against simultaneous supply shocks and demand destruction. New Delhi, April 2026 — The arithmetic of geopolitical risk has shifted …
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How Energy Price Shocks Could Trigger the Next Global Recession and What It Means for India
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April 3, 2026
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A sustained energy price shock now poses the most credible pathway to a synchronised global recession, with transmission mechanisms running through inflation, central bank policy tightening, and industrial demand destruction. India, as the world’s third-largest oil importer, faces acute vulnerability through its current account deficit, fiscal subsidy burden, and imported inflation channels. New Delhi, April 2026 — The spectre of …
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Faith as Foreign Policy: How Major Powers Weaponise Religious Networks for Strategic Influence
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April 3, 2026
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Nation-states are increasingly deploying religious institutions, pilgrimages, and faith-based diplomacy as instruments of geopolitical influence, creating a new dimension of soft power competition. This trend carries significant implications for India, which must navigate both as a target of foreign religious outreach and as a potential deployer of its own Hindu civilisational diplomacy. New Delhi, April 2026 — The intersection of …
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Why India Lacks a Coherent Foreign Policy Doctrine and What Strategic Ambiguity Costs Delhi
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April 3, 2026
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India continues to operate without a clearly articulated foreign policy doctrine, relying instead on case-by-case strategic pragmatism that critics argue undermines long-term geopolitical positioning. The absence of a formal rubric leaves Indian diplomacy reactive rather than anticipatory, creating uncertainty among allies and adversaries alike about Delhi’s core strategic commitments. New Delhi, April 2026 — India’s foreign policy establishment faces renewed …
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Trump Trade Policy Threats Trigger Sharp Selloff in Indian Equities: What Investors Need to Know
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April 3, 2026
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Indian benchmark indices Sensex and Nifty suffered significant losses following remarks by former US President Donald Trump signalling aggressive trade policy measures that could disrupt global supply chains and emerging market capital flows. Indian investors face heightened volatility as markets price in potential tariff escalations and a stronger dollar environment that typically pressures foreign institutional investment in developing economies. New …
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Why Indian Equities Shed ₹8 Lakh Crore in a Single Session: Anatomy of the April 2025 Selloff
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April 3, 2026
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Indian benchmark indices suffered their steepest single-day decline in over five months on April 2, 2025, with the Sensex plunging 1,500 points and the Nifty 50 cracking 2% amid a confluence of global risk-off sentiment and domestic profit-booking. The selloff, which erased approximately ₹8 lakh crore in investor wealth, reflects heightened anxiety over US tariff escalations, stretched valuations, and foreign …
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RBI’s Expected Rate Hold Reflects Delicate Balancing Act Between Rupee Stability and Growth Imperatives
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April 3, 2026
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The Reserve Bank of India is widely expected to maintain its benchmark interest rate unchanged at its upcoming policy review, with Societe Generale predicting this stance will provide crucial stability for the Indian rupee amid global currency volatility. This policy continuity signals the central bank’s prioritisation of exchange rate stability and inflation anchoring over aggressive monetary easing, despite mounting calls …
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Why RBI’s Rate Hold Reflects a Calculated Bet on Geopolitical Inflation Risk
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April 3, 2026
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The Reserve Bank of India has maintained its benchmark repo rate unchanged, prioritising inflation vigilance over growth stimulus as West Asia conflict threatens to disrupt global energy markets. This decision signals the central bank’s assessment that imported inflation risks currently outweigh domestic demand considerations in its monetary policy calculus. New Delhi, April 2026 — The RBI’s Monetary Policy Committee has …
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FII Inflows Resume After India-US Trade Agreement: What This Means for Dalal Street’s Near-Term Trajectory
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April 2, 2026
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Foreign Institutional Investors have returned to Indian equities following the announcement of a bilateral trade agreement between India and the United States, pushing benchmark indices higher at market open. The FII reversal marks a potential inflection point after months of sustained outflows that had weighed heavily on domestic market sentiment. New Delhi, February 2025 — The Sensex and Nifty opened …
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