Markets price tightening even as policy resists fuel pass-through. This gap risks unanchored inflation expectations and strains fiscal and FX stability.
Yield Scribe
April 30, 2026 at 8:24 AM IST
Emerging markets are defying their old risk-on fragility as stronger policies, steadier currencies, and investor flows reshape how global shocks transmit.
Michael Debabrata Patra
February 1, 2026 at 2:38 AM IST