Services Export May Overtake Merchandise in 2026-27, Fingers Crossed on AI

Services exports rose 7.9% to $418.3 billion in 2025-26, compared with merchandise exports of $441.8 billion.

Ajay Srivastava

April 15, 2026 at 3:24 PM IST

iStock.com

The Morning Edge:

Asia Markets Rise as Diplomacy Hopes Drive Risk-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

April 15, 2026 at 1:48 AM IST

iStock.com

Market Wrap

Equities Fall as Oil Breaches $100, West Asia Tensions Weigh

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

April 13, 2026 at 11:40 AM IST

Rural India’s Twin Shock Tests Policy Resilience

A weak monsoon and rising input costs risk squeezing rural incomes, lifting inflation, and complicating policy trade-offs in 2026.

Dhananjay Sinha

April 13, 2026 at 3:04 AM IST

iStock.com

The Morning Edge

Asia Equities Fall Amid Blockade and Oil Price Spike

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 13, 2026 at 1:33 AM IST

White House

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

Will the Iran War Accelerate or Delay Energy Transition?

War-driven energy shocks raise costs and uncertainty, forcing a trade-off: accelerate the shift to renewables or delay transition as economies fall back on fossil fuels for stability.

G. Chandrashekhar

April 12, 2026 at 7:09 AM IST

iStock.com

Monetary Policy

Calm Policy, Stormy Skies

A prolonged pause is expected through 2026-27, but the bias has shifted. What once hinted at easing now suggests the next move is more likely a hike than a cut.

Shubhada Rao, Vivek Kumar, and Yuvika Singhal

April 10, 2026 at 2:06 AM IST

iStock.com

The Morning Edge

Asia Edges Higher but Fragile Ceasefire Keeps Risk Mood Cautious

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 10, 2026 at 1:58 AM IST

iStock.com

Market Wrap

Equities Fall as West Asia Tensions Rekindle, Oil Spike Weighs

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

April 9, 2026 at 11:33 AM IST

Monetary Policy

Rupee Pressure Rewrites RBI’s Policy Playbook

With dollar/rupee assumptions reset and oil elevated, the RBI’s policy focus is shifting from growth-inflation balance to FX stability.

Yield Scribe

April 9, 2026 at 2:49 AM IST

Anurag Vijay/CC

Monetary Policy

Risk Signals, Not Reassurance from RBI’s GDP, CPI Projections

RBI’s latest projections acknowledge a harder macro trade-off, with external shocks reviving inflation risks and forcing policy into a more conditional, risk-managed stance.

BasisPoint Groupthink

April 8, 2026 at 10:43 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

The Morning Edge

Asia Markets Surge as US-Iran Ceasefire Triggers Risk-on 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

April 8, 2026 at 1:52 AM IST

Via WikiCommons

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

Monetary Policy

RBI’s Real Test Lies Beyond Rates in a War-Driven World

Oil shock, capital outflows and a fragile rupee are recasting policy limits, forcing the RBI to defend stability beyond rates alone.

Madhavankutty G

April 6, 2026 at 5:24 AM IST

War, Woes and Worries: The MPC's Policy Perplexity

As the Middle East conflict roils oil markets and rattles capital flows, India's Monetary Policy Committee faces a near-impossible balancing act.

Rajendra Paramanik

Unninarayanan Kurup

April 4, 2026 at 10:34 AM IST

Pavel Muravev/iStock.com

Market Wrap

Benchmarks Recover Losses on Rupee Surge on RBI Measures

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

April 2, 2026 at 11:35 AM IST

iStock.com

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

India’s Oil Response Needs a Demand Signal Too

As supply lines hold for now, the absence of price and consumption signals risks delaying adjustment and amplifying the macro impact of any disruption

Aabhas Pandya

March 30, 2026 at 4:11 AM IST

iStock.com

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

Market Wrap

Rupee Hits Record Low, Equities Log Fifth Straight Weekly Loss

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

March 27, 2026 at 11:39 AM IST

Inflation’s Triple Shock: Crude, Crops and Currency Pressures

A volatile oil market, fragile farm outlook and weakening rupee threaten to stoke inflation, testing policy credibility and burdening India’s most vulnerable.

G. Chandrashekhar

March 27, 2026 at 8:21 AM IST

iStock.com

Excise Duty Cut on Petrol, Diesel to Cost the Govt ₹1.55 Trillion: Emkay Global

BasisPoint Insight

March 27, 2026 at 4:07 AM IST

iStock.com

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

Hormuz Risk, Not Headlines, Will Define the Oil Shock

Markets are trading ceasefire optics, not supply realities. The real risk lies in Hormuz, where disrupted flows can turn an oil spike into persistent inflation.

Aabhas Pandya

March 24, 2026 at 7:00 AM IST

iStock.com

Hormuz Risk Calls for India’s Energy Statecraft Reset

As Hormuz risks reshape energy access, India must move beyond markets to secure supply through strategy, diversification, and calibrated statecraft.

Rajesh Mahapatra

March 23, 2026 at 2:49 PM IST

iStock.com

Market Wrap

Equities Slip into Oversold Territory as Iran War Drives 10% Loss Since Conflict Began

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

March 23, 2026 at 11:48 AM IST

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

BasisPoint Insight

March 23, 2026 at 11:37 AM IST

PM Flags “Unprecedented” Economic Pressure from Iran Conflict; Govt Forms GoM to Tackle Impact

BasisPoint Insight

March 23, 2026 at 11:17 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

The Morning Edge

Asian Equities Sink as Energy Infrastructure Threats Rattle Investors

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 23, 2026 at 1:52 AM IST

Week in Numbers: Tracking India’s Economic Pulse

The sharp rise in crude oil prices and disruption in trade routes threaten to push India’s inflation trajectory and current account deficit off balance.

Datametricx

March 21, 2026 at 11:12 AM IST

WikiCommons

The Morning Edge

Asia Equities Edge Higher Despite Persistent Oil Risks

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 17, 2026 at 1:35 AM IST

iStock.com

Market Wrap

Equities Snap Three-Day Losing Streak on Value Buying and Auto Rebound

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

March 16, 2026 at 11:50 AM IST

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

West Asia War Tests India’s Energy, Trade and Financial Stability

As the Israel-Iran conflict widens, risks to oil flows, remittances, capital flows and the rupee are rising, forcing India to balance growth with external stability

D. Tripati Rao

March 15, 2026 at 6:53 AM IST

iStock.com

Market Wrap

Benchmarks Post Worst Week in Years as West Asia War Drives Oil Above $100

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

March 13, 2026 at 11:35 AM IST

Indian Planners Failed to Wargame the West Asia Crisis

The West Asian war is exposing gaps in India’s energy security, strategic planning and diplomacy, raising hard questions about preparedness and autonomy.

Rajesh Ramachandran

March 13, 2026 at 11:05 AM IST

iStock.com

India’s LPG Rescue Is Creating a Hidden Cost Shock for Industry

India’s diversion of LPG supply to protect households is tightening the supply of petrochemical feedstocks, raising costs for plastics processors, glassmakers and restaurant chains.

Krishnadevan V

March 13, 2026 at 5:55 AM IST

www.bharatpetroleum.in

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

When Geopolitics Enters the Bank’s Risk Ledger

Rising credit costs, slower deposits, and geopolitical shocks are converging. Banks must detect borrower stress early before risks reach balance sheets.

K. Srinivasa Rao

March 12, 2026 at 4:40 AM IST

Twin Risks of War and Weather Threaten Indian Economy

A widening West Asian conflict and a looming El Niño are creating a dangerous mix for the Indian economy, as higher energy costs and weather-hit crops could push inflation up and complicate growth prospects.

G. Chandrashekhar

March 11, 2026 at 9:03 AM IST

WikiCommons

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

Global Markets Are Learning to Price Geopolitics First

Geopolitics is reshaping global finance. From bond yields to supply chains, markets now price political alignment and strategic power alongside economics.

Chandrika Soyantar

March 9, 2026 at 4:18 AM IST

Market Wrap

Equities Post Worst Week in Over a Year as Oil Surges to 20-Month High

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

March 6, 2026 at 11:38 AM IST

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

The Bureau

India’s FY26 Trade Gap Widens as Import Momentum Outpaces Patchy Export Gains

IMD Sees Below-Normal Monsoon Rains for 2026; Rainfall Likely at 92% of Average

March CPI Rises to 3.40%, Highest in 12 Months as Food Prices Firm Up

US Threatens Naval Blockade of Hormuz, Escalates Iran Standoff

India’s capital flows outlook brightens as FDI holds firm, RBI says

India Remittance Flows seen Steady Despite West Asia tensions

Malhotra says RBI’s FX Steps Tactical, Not Structural

RBI Holds Repo Rate at 5.25% Amid Global Uncertainty: Key Policy Takeaways

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

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