The CEA’s unusually candid speech acknowledged a reality markets have privately discussed for months: India’s external-sector vulnerabilities are becoming structural.
Kalyan Ram
May 12, 2026 at 2:56 PM IST
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
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