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REGIONAL GEOPOLITICAL IMPLICATIONS
Why speed, scale and reliability will define the next infrastructure boomAs India’s digital infrastructure boom accelerates, data centres are emerging as the backbone of the AI and cloud-driven economy.- West Asia conflict may pressure hospitality occupancy, warns ICRA; FY27 estimate at 72-74%Hospitality sector occupancy is projected at 66-68% for early FY27, rising to 72-74% for the full year, according to ICRA. However, prolong...
- Trump warns Iran: Stop Lebanon proxies or face ‘harder’ US strikesUS President Donald Trump has issued a stern warning to Iran, demanding an immediate halt to proxy activities in Lebanon. Trump threatened ...
- Ceasefire hopes between US and Iran drag oil prices lower: What lies ahead?The recent decline in oil prices is primarily driven by fading fears of supply disruptions. Earlier, markets had priced in worst-case scena...
- Iran-US sign 14-point deal at Versailles: In 1919, the same place hosted a treaty after World War I that created conditions for World War IIIran-US Deal: US President Donald Trump and Iranian President Masoud Pezeshkian signed a 14-point Memorandum of Understanding at France's P...
- $15 billion game-changer: Reliance Jio readies for a big bang in spaceReliance Jio is reportedly planning a massive 1,600-satellite low Earth orbit constellation, aiming for direct-to-device connectivity and e...
- Realtors eye margin relief as US-Iran peace deal raises hopes of lower fuel costsA potential peace deal between the US and Iran offers hope for India's real estate and construction sectors. Developers are watching oil pr...
- Lower crude may not mean cheaper fuel immediately: NIPFP economistGlobal crude oil prices may fall after Middle East peace efforts. However, fuel prices in India might not decrease immediately. Oil compani...
- Europe frets about US AI as tech world flocks to France for G7, VivaTechEuropean leaders and tech executives are focusing on technological sovereignty. Discussions at G7 and VivaTech highlight concerns about Ame...
- India to handover $ 2.5 million for development projects in Palestine; reiterates support to two-state solutionIndia has reiterated its support for a negotiated two-state solution to the Israel-Palestine conflict, called for a sustained ceasefire in ...
- India has 76 days of fuel reserves, oil supplies secure: Hardeep Singh PuriIndia possesses robust fuel reserves, sufficient for approximately one month of disruption. The nation's diversified sourcing strategy and ...
- Oil market likely to return to oversupply after Hormuz reopens: Fitch RatingsGlobal oil markets are set to see a surplus once the Strait of Hormuz reopens. Fitch Ratings predicts this despite current price hikes. The...
- ‘The upcoming El Nino event could cost India $1 trillion in losses’An impending El Nino event threatens global economies, with India facing potential losses exceeding one trillion dollars. This climate phen...
- El Niño effect: Why India may see weak monsoon and harsher summerIndia faces a double blow as the IMD forecasts below-normal monsoon rainfall, with a 60% chance of deficient rains due to El Niño. This, co...
- To the Situation Room, now! With new message, Trump stirs Iran cauldron againTrump's comments assume significance as tensions between the US and Iran have remained elevated over Tehran’s nuclear activities, sanctions...
- Markets brace for a long conflict as investors reassess global equity risks: Andrew FrerisWest Asian tensions are creating market uncertainty. Investors face prolonged volatility for months or years. Some Asian markets like Singa...
- US Stock Market: Kevin Warsh’s Fed debut signals major shift in US monetary policy landscapePresident Donald Trump now directly influences US economic policy with Kevin Warsh leading the Federal Reserve. This change comes as inflat...
- India, US signal thaw as Jaishankar and Rubio hold candid talks to re-energise relationsIndia and the US are working to strengthen their relationship. Discussions covered trade, energy security, and terrorism. Both nations are ...
- India-UAE energy agreement: This Emirati strategy has powerIndia and the UAE have signed a significant energy agreement. This deal allows the UAE to store crude oil in India's reserves. It also expl...
- US Stock Market: Fed split widens as policymakers debate inflation and growth risksDeepening divisions at the Federal Reserve highlight a struggle with stubborn inflation and geopolitical uncertainty. Policymakers debated ...
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