Fertiliser Reforms Cannot Wait for Another Election to End or War to Begin

Subsidy distortions skew fertiliser use as the Iran conflict disrupts global supply chains, lifting input costs and making correction of India’s NPK imbalance more urgent

TK Arun

April 29, 2026 at 12:05 PM IST

Istock

RBI’s Malhotra May Be Preparing the Ground for Calibrated Rate Action

Focus on second-round effects and expectations hints at shallow, signalling-led rate hikes.

BasisPoint Groupthink

April 21, 2026 at 7:47 AM IST

RBI

Iran’s Narrative Warfare Shows How Propaganda Scales Power

Iran’s campaign shows how narrative, rituals, and social media metrics can shift opinion, exposing weak counter-strategy and amplifying war fatigue.

Anand Venkatanarayanan

April 18, 2026 at 8:58 AM IST

Twitter/@araghchi

Hormuz Open for Commercial Shipping as Trump, Iran Signal Détente

BasisPoint Insight

April 17, 2026 at 2:04 PM IST

The Morning Edge

Asia Opens Higher as US-Iran Deal Optimism Lifts Sentiment

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

April 16, 2026 at 1:26 AM IST

Foreign Ministry, Islamic Republic of Iran

Geopolitics

Stalled Talks, Iran Still Holds the Cards

Truce talks exposed fault lines, not convergence. With negotiations stalling and leverage intact, Iran appears better placed in this phase.

Rajesh Mahapatra

April 12, 2026 at 3:28 PM IST

Via WikiCommons

US Threatens Naval Blockade of Hormuz, Escalates Iran Standoff

BasisPoint Insight

April 12, 2026 at 2:22 PM IST

iStock.com

The Morning Edge

Asia Opens Subdued as Ceasefire Cracks Revive Oil, Inflation Concerns

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

April 9, 2026 at 1:36 AM IST

iStock.com

Hormuz Reset Redraws Power Lines in West Asia

A fragile US-Iran ceasefire signals a shift in Gulf power dynamics, currency flows, and strategic alignments, with implications far beyond oil markets

Rajesh Ramachandran

April 8, 2026 at 9:06 AM IST

Pavel Muravev/iStock.com

US and Iran Agree to Conditional Two-Week Ceasefire, Oil Prices Slide

US and Iran agree to a conditional two-week ceasefire tied to Strait of Hormuz access, easing tensions and triggering a sharp fall in global oil prices.

BasisPoint Insight

April 8, 2026 at 1:16 AM IST

iStock.com

The Morning Edge

Markets Rise Cautiously Amid Ongoing US-Iran Negotiations

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

April 7, 2026 at 1:58 AM IST

Geopolitics

Why Iran Is Beating America

The “asymmetric cost” model—a war the US starts will ultimately cost the other side far more—has proven vital to sustain the illusion of American invincibility and to limit domestic political resistance to US military adventurism. Now, Iran has broken it.

Brahma Chellaney

April 3, 2026 at 12:06 PM IST

WikiCommons

The Morning Edge

Asia Markets Turn Risk-off as Trump’s War Warning Jolts Sentiment

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

April 2, 2026 at 2:00 AM IST

The Morning Edge

Risk Appetite Returns as Trump Signals Possible US Exit From War

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

BasisPoint Insight

April 1, 2026 at 1:46 AM IST

White House

America Should Beware of Economic Hubris

US economic dominance looks resilient, but war-driven inflation, financial risks, and slowing growth could expose the dangers of overconfidence in a shifting global landscape.

Mohamed A. El-Erian

March 31, 2026 at 4:35 AM IST

WikiCommons

The Global Economy's Many Chokepoints

In a highly decentralized and competitive network, investors are incentivized to optimize for efficiency rather than for resilience. This dynamic has produced a highly fragile global economy, owing to single points of failure that extend far beyond geographical bottlenecks like the Strait of Hormuz.

Michael Spence

March 29, 2026 at 4:19 AM IST

Via WikiCommons

Geopolitics

India’s Multi-Alignment Policy Faces Its Toughest Test Yet

The Iran conflict is forcing India to stress-test its multi-alignment strategy, balancing ties, asserting neutrality, and proving its geopolitical relevance.

Karan Mehrishi

March 27, 2026 at 6:01 AM IST

iStock.com

The Morning Edge

Risk aversion returns as Middle East tensions cloud markets despite strike pause

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

March 27, 2026 at 1:50 AM IST

White House

From the Iran Conflict to the Battle for Hormuz

As Trump signals peace while tensions escalate, the conflict risks shifting from brinkmanship to control over the Strait of Hormuz, with far-reaching implications.

Rajesh Mahapatra

March 25, 2026 at 6:36 AM IST

iStock.com

The Morning Edge

Markets Cheer Possible US-Iran Talks; Oil Prices Retreat

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

March 25, 2026 at 1:55 AM IST

White House

Be Wary of Gold Price Correction

Gold’s rally, inflated by a $700–1000 war risk premium, is colliding with rising yields, a stronger dollar and weak demand, raising the risk of a deeper correction.

G. Chandrashekhar

March 24, 2026 at 3:24 AM IST

iStock.com/rvimages

The Morning Edge

Asian Markets Rally as De-Escalation Hopes Trigger Risk-On Mood

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

March 24, 2026 at 1:51 AM IST

Trump Postpones Strikes on Iranian Energy Sites After “Productive” Talks With Tehran

BasisPoint Insight

March 23, 2026 at 11:37 AM IST

When Prices Break from the Map

The Iran conflict is fragmenting energy markets by route, not supply, creating persistent cost pressures and complicating the inflation outlook for importers.

Yield Scribe

March 23, 2026 at 4:28 AM IST

iStock.com

Opinion

How Many Faultlines Will the Iran War Leave Behind?

The Iran war may conclude, but its aftermath could reshape power balances, energy systems and global alignments, creating faultlines that outlast the conflict itself

TK Arun

March 19, 2026 at 8:34 AM IST

iStock.com

The Morning Edge

Asian Markets Mixed as Oil Near $100 Keeps Investors on Edge

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

March 16, 2026 at 1:57 AM IST

WikiCommons

India’s Services Edge in the Age of Geopolitical Turbulences

Oil shocks still rattle India’s economy, but a powerful services surplus is reshaping its external resilience and cushioning geopolitical turbulence.

Shilpashree Venkatesh

March 14, 2026 at 5:20 AM IST

iStock.com

Oil Shock From Iran Conflict May Test RBI’s Policy Comfort

A surge in crude prices and rupee weakness could complicate the RBI’s benign inflation outlook if the West Asia conflict proves prolonged.

Richard Fargose

March 13, 2026 at 2:26 AM IST

Poonam Gupta/LinkedIn

The Morning Edge

Oil Above $100 Weighs on Asia Stocks Amid Extended Hormuz Closure Fears

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

March 13, 2026 at 1:49 AM IST

WikiCommons

The Morning Edge

Asian Stocks Rise as Oil Retreats on Strategic Reserve Talk

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

March 11, 2026 at 1:42 AM IST

WikiCommons

Geopolitics

Can the US Afford Trump's Iran War?

With the outlook for US employment and inflation already becoming increasingly grim, President Donald Trump's war of choice against Iran is bound to weaken public finances and the broader economy further, creating yet another reason for international investors to think twice about buying US debt. What ever happened to America First?

Desmond Lachman

March 10, 2026 at 3:56 PM IST

White House

The Morning Edge

Risk-On Returns to Asia as Trump Signals Iran Conflict May End Soon

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

March 10, 2026 at 1:49 AM IST

The Morning Edge

Asian Markets Tumble as Oil Surges Above $100 on Middle East Fears

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

March 9, 2026 at 1:51 AM IST

WikiCommons

The Morning Edge

Asian Markets Stage Relief Rally as Dollar, crude Oil Pull Back

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

March 5, 2026 at 1:48 AM IST

iStock.com

The Morning Edge

Oil Rises, Asian Stocks Sink as Strait of Hormuz Tensions Escalate

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

March 4, 2026 at 1:48 AM IST

US Navy

The Strait of Hormuz on Edge and India’s Fiscal Reckoning

With Iran at war and Hormuz under threat, energy, fertiliser and fiscal risks are rising fast. Geopolitics is now embedded in price.

Yield Scribe

March 3, 2026 at 12:43 PM IST

Pavel Muravev/iStock.com

Geopolitics

How Bombing Iran May Blow Back on America

The fact that Donald Trump could unleash the immense power of the US military against Iran with brazen disregard for facts and law will only embolden him to use such powers again.

Aziz Huq

March 3, 2026 at 4:09 AM IST

Tasnim News Agency/Via Wikicommons

Oil Shock Arithmetic Under a Wider West Asia Conflict

A widening US-Iran conflict raises oil, inflation and CAD risks for India, with fiscal trade-offs sharpening if crude sustains above $65 per barrel.

Madhavi Arora

March 1, 2026 at 5:46 PM IST

iStock.com

Geopolitics

Trump’s Risky War of Choice in Iran

Once again, the US has opted to make a massive strategic commitment in the Middle East. But while it takes only one side to begin a war, it takes two to end it – and Iran now has a vote in how big this conflict becomes and how long it continues.

Richard Haass

March 1, 2026 at 2:12 PM IST

Kremlin

Iran Crisis Threatens Global Oil Flow and India

Iran is unlikely to resemble Venezuela-style regime collapse scenarios. Iran’s political system rests on powerful parallel institutions — the clerical establishment, the Islamic Revolutionary Guard Corps, and entrenched nationalist sentiment — making rapid external regime engineering improbable.

Ajay Srivastava

March 1, 2026 at 12:15 PM IST

Pavel Muravev/iStock.com

Geopolitics

Escalation Pathways and Strategic Risk in the Middle East

After the reported killing of Iran’s supreme leader, the conflict shifts from deterrence to strategic shock, raising urgent questions over containment and escalation pathways.

Lt Gen Syed Ata Hasnain (Retd)

March 1, 2026 at 7:27 AM IST

IRGC ARMY

Geopolitics

Trump Announces Killing of Ayatollah Ali Khamenei, Vows Continued Strikes in Iran

Trump claims Iran’s Supreme Leader Ayatollah Ali Khamenei was killed in a US-Israel operation, vowing sustained strikes as Tehran confirms his death and regional tensions threaten to spiral.

BasisPoint Insight

March 1, 2026 at 2:41 AM IST

iStock.com

Geopolitics

US, Israel Strike Iran as Trump Urges Regime Collapse; Tehran Fires Back Across Gulf

US begins major strikes on Iran as Trump urges regime collapse, warns of annihilation and tells Iranians to seize control.

BasisPoint Insight

February 28, 2026 at 4:09 PM IST

White House

Geopolitics

US, Israel Launch Attack Against Iran: Reports

Iranian media reported explosions in Tehran, while sirens sounded across Israel in what the military described as a precautionary alert against possible missile retaliation.

BasisPoint Insight

February 28, 2026 at 7:10 AM IST

iStock.com

The Morning Edge

Risk Appetite Wavers After Nvidia Slide and Iran Talks Stall

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

February 27, 2026 at 1:37 AM IST

iStock.com

The Morning Edge

Asian Shares Gain on Tariff Ruling Relief, Uncertainty Persists

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

February 23, 2026 at 1:28 AM IST

The Supreme Court of the United States

The Morning Edge

Asian Markets Mixed as Iran Tensions and Hawkish Fed Weigh on Sentiment

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

February 20, 2026 at 1:33 AM IST

iStock.com

The Morning Edge

Asia Edges Higher Amid AI Volatility and Easing Oil Prices

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

February 18, 2026 at 1:45 AM IST

iStock.com

The Morning Edge

Asia Stocks Shrug Off Fed Rate Jitters; Japan Leads Rally

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

February 12, 2026 at 1:23 AM IST

US Federal Reserve

The Morning Edge

Asian Markets Slip as Tech Rout Deepens, Risk-Off Mood Persists

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

February 5, 2026 at 1:50 AM IST

iStock.com

Why Fight for Oil When the Sun Shines Free?

As wars and economic shocks trace back to fossil fuels, a global shift to renewable energy could reshape geopolitics, easing conflicts and enabling lasting peace.

Nilanjan Banik

January 29, 2026 at 7:29 AM IST

Istock.com

The Morning Edge

Markets Tilt Risk-Off as Tariff Threats and Geopolitics Resurface

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

January 27, 2026 at 1:46 AM IST

White House

Opinion

Disengaging with Iran Only Sensible Way Out

US secondary tariffs put India–Iran trade in a bind, forcing New Delhi to weigh strategic ties against far larger economic exposure to the US market.

G. Chandrashekhar

January 14, 2026 at 7:33 AM IST

iStock.com

The Morning Edge

Asia Equites Gain in Selective Risk-On Trade Amid Global Uncertainty

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

January 14, 2026 at 1:56 AM IST

Via WikiCommons

The Morning Edge

Markets Tilt Risk-On as Equities Rise Despite Political and Geopolitical Noise

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

January 13, 2026 at 1:47 AM IST

Geopolitics

Iran’s Internal Turbulence and the Myth of Imminent Regime Change

Recurring protests in Iran revive predictions of collapse, but history, institutions, and security cohesion suggest a system under strain, not one on the brink.

Lt Gen Syed Ata Hasnain (Retd)

January 7, 2026 at 8:19 AM IST

iStock.com

Geopolitics

Venezuela, Power, and Precedent in the Western Hemisphere

India is expected to stick to cautious neutrality, wary of interventionist precedents but invested in stability, international law and predictable energy markets.

Lt Gen Syed Ata Hasnain (Retd)

January 4, 2026 at 5:04 AM IST

Geopolitics

The Middle East After Gaza: Strategic Stalemates and Uncertain Futures

As 2025 ends, the Middle East remains in flux—Gaza quiet but unresolved, Iran under strain, Gulf cautious, and global powers navigating a region where pauses don’t mean peace.

Lt Gen Syed Ata Hasnain (Retd)

December 16, 2025 at 3:57 AM IST

Jaber Jehad Badwan/Via WikiCommons

Short-Term US Waiver Offers India Little Relief at Chabahar Port: GTRI

Washington’s decision to renew India’s waiver for Iran’s Chabahar Port offers short-term relief but little progress. Despite its diplomatic gloss, the six-month exemption fails to dispel investor uncertainty or reignite India’s regional trade ambitions constrained by shifting US sanctions.

BasisPoint Insight

October 31, 2025 at 4:01 AM IST

Via WikiCommons

Saudi Insecurity, Pakistan’s Rebound: Reviewing Persian Gulf Security

If Riyadh’s fears over external threats and about US reliability are widely shared, Gulf monarchies outside of Saudi may begin to seek similar arrangements.

Lt Gen Syed Ata Hasnain (Retd)

September 23, 2025 at 9:55 AM IST

iStock.com

Proxy Warfare Loses Its Edge Against Sustained State Countermeasures

Iran’s and Pakistan’s reliance on proxy warfare is under strain as sustained, multi-domain responses expose its declining strategic value.

Lt Gen Syed Ata Hasnain (Retd)

June 30, 2025 at 8:16 AM IST

khamenei.ir/Via WikiCommons

Bombs And Drones Leave The Middle East In Flux

Israel's strikes on Iran mark a risky new phase in shadow warfare, testing deterrence, red lines, and the fragile balance in the Middle East.

Lt Gen Syed Ata Hasnain (Retd)

June 14, 2025 at 11:34 AM IST

Israel Strikes Iran Nuclear Targets; Global Markets Roil Amid Escalation Fears

BasisPoint Insight

June 13, 2025 at 2:10 AM IST

File photo

The Bureau

Asia Mixed With Cautious Risk-on as Oil Steadies, Hormuz Tensions Ease

US Keeps India on IP Watch List, Presses for Dilution of Patent Rules

Fed’s Pause Tightens the Screws on RBI’s Room To Move

India's Factories Weather One Shock, Face Tougher Test Ahead

India–New Zealand FTA: Services & Mobility May Outweigh Goods Bargain

India’s Textile and Garment Exports Slip in Real Terms

Deficient Monsoon, Iran War: A Double Shock to India’s Rural Economy

Learning to Shoot: I Tried to Fly Before I Could Walk