India’s growth narrative, long characterised by a rare alignment of strong expansion and relatively contained inflation, is facing a critical stress test as geopolitical disruptions in the Middle East reverberate through energy markets and domestic economic systems. The sudden shock… Read More ›
The global economy is entering a period of renewed strain as escalating geopolitical conflict disrupts energy flows, weakens growth prospects, and fuels inflationary pressures across both advanced and developing markets. The warning that “all roads lead to higher prices and… Read More ›
The structure of external financing in emerging economies is undergoing a profound transformation, with short-term portfolio flows increasingly replacing traditional bank lending as the primary source of capital. This shift has expanded access to global liquidity and enabled governments and… Read More ›
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