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REALLOCATION SHOCK
Asia's industrial supercycle is outpacing the West Asia oil shock: Chetan Ahya, Morgan StanleyA China-driven supply realignment, cutting gas imports by 45% and oil by 30%, has effectively added 7.5 million barrels daily to global mar...
Strait of Hormuz disruption biggest risk to India's growth, inflation outlook: Finance MinistryIndia faces economic challenges from the West Asia war. Rising energy prices and a weaker rupee are concerns. A poor monsoon could worsen f...
“Reallocate, Diversify, Reposition”: Ajay Srivastava flags rising macro risks for investorsIndian markets face rising macro risks from global shocks, currency pressure, and energy prices, impacting domestic consumption and corpora...
Electric two-wheeler makers brace for raw material price hikes, AI infra pressureElectric two-wheeler manufacturers are facing significant margin pressure and potential price hikes due to soaring raw material costs and s...
Global headwinds put electric bike companies on price hike pathElectric two-wheeler companies are feeling the pinch. Rising raw material prices and supply chain issues are impacting profits. Companies l...
Nifty’s 2 pillars now facing structural headwinds: Ravi Dharamshi's warning on IT & consumptionHis warning carries weight. ValueQuest has been quietly repositioning for months by moving capital away from consumption-oriented exposures...
22k gold rate today: Check 24k, 22k, 18k gold prices (April 20, 2026) in New Delhi, Mumbai, Chennai and other citiesGold rate today: Gold and silver prices are seeing movement ahead of Akshaya Tritiya. Geopolitical events are influencing market trends. Co...
Why FPI interest in India 'has pretty much died out': Nithin Kamath points to valuations, taxes and global alternativesForeign investor interest in Indian equities is weakening due to geopolitical risks, high valuations, weak AI opportunities, and tax concer...
Crude oil price fall, markets rally: Anurag Singh says 'worst is behind us' after Iran talksGlobal markets are reacting positively to US-Iran diplomatic developments, with oil prices falling and equities poised for a strong opening...
Wells Fargo Investment Institute downgrades energy sector to 'unfavorable' on limited war premiumWells Fargo Investment Institute downgraded its rating on the S&P 500 energy sector to "unfavorable", citing what it said were limited pros...
Private credit shock deepens: why Blue Owl caps withdrawals as redemption surge hits 40%, and what it means for Blue Owl stock nowPrivate credit shock is hitting hard. Over 40% redemption requests flooded funds run by Blue Owl Capital. The firm allowed only 5% withdraw...
Global Market | Ben Powell sees prolonged volatility as geopolitics cloud outlookMiddle East tensions are creating global market uncertainty. BlackRock's Ben Powell notes significant drone and missile strikes in the UAE....
Govt approves additional 87,587 tonnes sugar export quota for 2025-26In a significant move, India's food ministry has greenlit an additional quota of 87,587 tonnes of sugar exports for the upcoming 2025-26 se...
'Absolutely critical' to boost growth in Europe: IMF officialTo keep pace with the United States, Europe must invigorate its economy and enhance productivity. The IMF recommends a strategic reallocati...
Sign of the times as Swiss buy euros, not dollarsThe Swiss National Bank is significantly shifting its currency preference from the dollar to the euro in its reserve management. This move,...
Breaking the Cycle: Food Security Act helps 1.8 million children grow stronger, shows studyThe National Food Security Act of 2013 significantly reduced child stunting in India by preventing stunting in 1.8 million children across ...
Goldman Sachs ups 2022 Brent crude oil spot price forecast to $135/bblGoldman Sachs Research has raised its 2022 & 2023 Brent spot price forecast to $135/bbl & $115/bbl, up from $98 and $105/bbl respectively a...
Millions of jobs could be permanently lost in reallocation shockThe pandemic is inflicting a “reallocation shock” in which firms and even entire sectors suffer lasting damage.
Some states will suffer a rude shock because of change in funding pattern: Abhijit SenGovernment does not have more money. If devolution of central funds to states goes up by 10% to 42%, there will have to be a cut somewhere ...
- 'Informal employment suppressing developing nations' ability'
High incidence of informal employment is suppressing the ability of developing countries like India benefit from open trade and globalisati...