India is executing the most ambitious overhaul of its bond market access framework in a generation and the timing is not accidental. With the Strait of Hormuz closure hammering India’s economy, the rupee at an all-time low, and more than $20 billion in equity capital pulled out by foreign investors in the first four months…
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The world is facing what the International Energy Agency (IEA) chief Fatih Birol has called “the biggest energy crisis in history” and the numbers are proving him right. Since the Strait of Hormuz was effectively shut down on February 28, 2026, following coordinated US and Israeli strikes on Iran, global liquefied natural gas (LNG) prices…
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The satellite images do not lie. Deep inside North Korea’s most restricted nuclear corridor, construction crews have completed what nonproliferation analysts are now confirming as a fully operational new bomb fuel plant a second enrichment facility capable of producing weapons-grade highly enriched uranium at a scale that fundamentally rewrites every existing calculation about North Korea…
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Global financial markets have spent three months absorbing one of the most disruptive geopolitical shocks in modern history. The US-Iran war has killed thousands, shut the Strait of Hormuz, driven oil to $120 a barrel at its peak, and rattled supply chains across four continents. Emerging market currencies have collapsed. Brent crude has swung by…
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Twelve months ago, the story in global natural gas markets was straightforward and consequential: the largest wave of new LNG supply in years was building toward a 2026 peak, and the era of tight markets and elevated prices that had defined the post-Ukraine energy crisis was approaching its end. A buyer’s market was coming. Prices…
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India and the United States entered a critical four-day negotiating sprint on June 1, 2026, with chief trade negotiators from both countries sitting down in what may be the last realistic window to close an interim trade agreement before a deadline that carries severe consequences. If the deal is not finalized by July 24, India…
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Oil markets are sending a clear message about the state of Iran-US negotiations: close enough to move prices, far enough from resolution to keep them elevated. Brent crude climbed back toward $93 a barrel at the start of June after touching a six-week low in the final days of May a recovery that captures in…
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When the Strait of Hormuz closed in early March 2026, India took a direct hit. Over half of India’s crude oil and LNG imports transited that waterway. Within weeks, India’s average crude basket price surged from $69 per barrel in February to $113 per barrel in March a 64 percent increase in a single month.…
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India’s Commerce and Industry Minister Piyush Goyal arrived in New York on May 29, 2026, for a closed-door roundtable with more than 50 of America’s most influential business executives and left with something more valuable than photo opportunities. He left with momentum. The event, hosted by the Consulate General of India in collaboration with the…
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When the Strait of Hormuz closed on March 4, 2026, India felt the impact within days. Over 40 percent of India’s crude oil imports transit that narrow waterway, and within weeks of the blockade, refiners were scrambling for alternative supply routes, fuel prices were climbing, and the rupee had slid to an all-time low against…
