Market & Financial Analysis
13 - 06 - 2026
Iran-US Deal to Lift Blockade, Open Hormuz and Dismantle Nuclear Site
If the memorandum is signed, it will launch a two-month phase of technical negotiations on eliminating uranium stockpiles, limiting nuclear activities and decommissioning Iranian nuclear facilities
10 - 06 - 2026
Capital as Diplomacy: TSMC and Reliance Buy Geopolitical Insurance
Corporations are no longer just beneficiaries of diplomacy—they are its instruments
03 - 06 - 2026
Anthropic’s Claude hit by major outage as AI sector wrestles with ‘capacity constraints’
Disruption comes just 24 hours after the San Francisco-based group filed for a highly anticipated Wall Street IPO
31 - 05 - 2026
US sanctions Indian firm as energy fight widens
India has no blocking statute that would shield local firms from foreign sanctions in the way some other jurisdictions do, which makes its private sector more vulnerable to secondary pressure
31 - 05 - 2026
DXC bets on engineering-led AI push as enterprise demand shifts
Tech buyers are now less interested in AI slogans than in whether a vendor can integrate, secure and run these systems in live environments without breaking them
30 - 05 - 2026
IndiGo braces for muted Q1 capacity growth amidst West Asia turmoil
The carrier is leveraging strong ticket demand to offset a weaker rupee and expensive jet fuel, even as capacity growth slows to a modest 3–4 per cent.
29 - 05 - 2026
Brokerages bet on Ashok Leyland’s resilience amid macroeconomic speed bumps
While structural demand drivers like infrastructure projects and a vital fleet replacement cycle keep major brokerages optimistic about the commercial vehicle giant, near-term challenges around persistent commodity inflation and global logistical hurdles prevent an outright bullish outlook.
28 - 05 - 2026
India toll collection growth to slow to 5-7% on West Asia friction
Geopolitical disruptions are set to temporarily dampen near-term commercial freight traffic, but long-term asset credit profiles remain insulated
24 - 05 - 2026
Rubio’s India visit spotlights energy diplomacy
US Secretary of State Marco Rubio’s talks with Prime Minister Narendra Modi on Saturday underlined how the Iran war is rippling well beyond the Middle East, turning India’s energy security into a test of geopolitical alignment. During a meeting on Saturday, part of Rubio’s four-day visit to India, the US secretary of state said the …
11 - 05 - 2026
India’s GDP growth hits 8% in Q1, but headwinds loom: BMI
Strong domestic demand and recent tax reforms have propelled India’s economy to an 8% YoY expansion, though rising energy costs and a below-normal monsoon are expected to temper momentum in the fiscal