Indian Markets
Indian markets, currency stress, capital flows, corporate earnings and geopolitical risk pricing.
India’s Dollar Defence Doctrine: Why Gold, Oil and Foreign Travel Have Become National-Security Issues
PM Modi’s appeal is not moral messaging. It is the first public sign that the Iran-war oil shock has moved from geopolitics into household behaviour, currency defence and national economic discipline.
The Monsoon Is India’s Second Oil Shock: Why El Niño Has Become a Macro-Economic Risk
India’s inflation story is not only about crude. Heat, rainfall and El Niño now sit inside the same national balance-sheet problem: food prices, rural demand, power load, policy space and market confidence.
The New Safe Havens Have Barrels and Mines
The next safe haven may not be the cleanest balance sheet. It may be the country that sells what the disrupted world cannot live without.
India’s Oil Bill Is Now a Currency War
The oil shock has moved from the refinery ledger into the foreign exchange market as dollar demand becomes the hidden pressure point.