IMF’s Dual Warning on Inflation and Recession Risks Reshapes Global Investment Calculus Amid Iran Conflict
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April 28, 2026
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The International Monetary Fund has issued a stark warning that simultaneous inflation and recession risks are intensifying as the ongoing Iran conflict disrupts global supply chains and energy markets. This rare stagflationary outlook forces central banks worldwide into impossible policy trade-offs, with emerging markets facing acute capital flight pressures. New Delhi, April 2026 — The IMF’s latest risk assessment marks …
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BlackRock’s Weekly Outlook Signals Caution on Risk Assets Amid Tariff Uncertainty and Inflation Persistence
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April 28, 2026
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BlackRock’s latest weekly market commentary warns investors to maintain defensive positioning as global markets navigate persistent inflation pressures and escalating trade policy uncertainty. The world’s largest asset manager is signalling a preference for quality assets and shorter-duration bonds while remaining cautious on broad equity exposure in the near term. New Delhi, April 2025 — BlackRock, managing over $10 trillion in …
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Why Pakistan Is Leading Iran Diplomacy While India Watches From the Sidelines
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April 28, 2026
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Pakistan has emerged as a critical diplomatic intermediary in the escalating Iran crisis, leveraging its geographic position and historical ties to Tehran, while India has opted for strategic silence despite its substantial energy and connectivity interests in the region. New Delhi’s cautious approach reflects its delicate balancing act between Washington’s pressure and its own long-term stakes in Chabahar port and …
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Why Indonesia’s Strategic Tilt Toward China Faces Structural Limits Despite Deepening Trade Ties
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April 28, 2026
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Indonesia’s partnership with China, while economically significant, rests on fragile foundations shaped by maritime disputes, domestic political sensitivities, and Jakarta’s careful hedging strategy. The relationship’s durability will depend less on trade volumes than on Beijing’s willingness to accommodate Indonesian sovereignty concerns in the South China Sea. New Delhi, April 2025 — Indonesia and China recorded bilateral trade exceeding $130 billion …
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Indian Equities Defy FII Exit Pressure as Brent Spike Tests Market Resilience
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April 28, 2026
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Indian benchmark indices posted gains despite a sharp surge in global crude prices and persistent foreign institutional investor outflows, signalling robust domestic liquidity absorption. The market’s ability to withstand this dual pressure marks a notable departure from historical patterns where oil shocks typically triggered broad selloffs in import-dependent India. New Delhi, April 2025 — Indian equity markets closed higher on …
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FII Exodus and Crude Spike Combine to Pressure Indian Equities in Late-April Selloff
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April 28, 2026
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Indian benchmark indices Sensex and Nifty declined sharply as foreign institutional investors accelerated their selling amid a surge in global crude oil prices. The dual pressure of capital outflows and rising import costs has rekindled concerns about India’s external account vulnerability and near-term corporate earnings trajectory. New Delhi, April 2026 — Foreign institutional investors withdrew approximately ₹2,800 crore from Indian …
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RBI April 2026 Policy Decision: What Governor Malhotra’s Statement Reveals About India’s Monetary Trajectory
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April 28, 2026
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RBI Governor Sanjay Malhotra’s April 2026 monetary policy statement outlines the central bank’s current stance on interest rates, inflation management, and growth projections for the Indian economy. The statement provides critical forward guidance for markets navigating global uncertainty while balancing domestic price stability with economic expansion objectives. New Delhi, April 2026 — Reserve Bank of India Governor Sanjay Malhotra delivered …
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How India’s Crisis Response Mechanisms Strengthen Economic Resilience in 2025
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April 28, 2026
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India’s economy deploys a multi-layered crisis response architecture combining monetary flexibility, fiscal buffers, and strategic reserve management to absorb external and domestic shocks. This institutional framework, stress-tested during the 2020 pandemic and refined through subsequent global disruptions, positions India as one of the more crisis-resistant emerging markets in the current geopolitical climate. New Delhi, April 2025 — India’s economic policymakers …
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Which VCs Are Shaping India’s AI and SaaS Landscape in 2025
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April 26, 2026
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India’s venture capital ecosystem has consolidated around artificial intelligence, software-as-a-service, and marketing technology as the three dominant investment themes of 2025, with a newly released Power 100 ranking identifying the most influential investors driving capital allocation in these sectors. The concentration of VC firepower in these verticals signals a structural shift away from consumer-tech bets toward enterprise software and AI …
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Uttar Pradesh’s Tourism Startup Scheme Signals State-Level Push to Capture India’s $50 Billion Travel Economy
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April 26, 2026
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Uttar Pradesh has launched a dedicated startup scheme targeting tourism entrepreneurs, marking one of India’s most populous states’ direct entry into competitive tourism investment incentivisation. The ‘New Tourism Startup Units Scheme’ aims to channel private capital and technological innovation into a sector where UP possesses significant untapped heritage assets but has historically underperformed relative to southern and western states. New …
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