Investors are pricing in lower taxes and new trade tariffs under the Trump administration, measures seen as inflationary which could prompt Fed to curb easing of interest rates.
Trump's victory hit long-dated Treasuries and revived the 'Trump trade,' with yields rising on tariff hike expectations, a higher deficit, inflation, and limited Fed rate cuts.
Aggressive rate hikes will dampen demand & cause economic slowdown. In this uncertain scenario, India should avoid knee jerk policy responses & strengthen its macro-fundamentals.
India is debating whether to open the country's debt markets wider to foreigners, to as much as 8 percent of outstanding bonds, from 5 percent currently. A 1 percentage point increase in the limit may attract 800 billion rupees.
Munir indicates that he’s willing to go for broke, even if it risks taking his country “and half the world” down with him. It’s important to understand where he is coming from.
India’s industrial output growth saw a 10-month low in June, with Index of Industrial Production (IIP) growing by mere 1.5% as against 1.9% in May 2025.
Gen Dwivedi framed Op Sindoor not just as retaliation to Pahalgam, but as demonstration of India’s capability to fight multi-domain conflicts with integration between services & agencies.
Standing up to America is usually not a personal risk for a leader in India. Any suggestions of foreign pressure unites India behind who they see as leading them in that fight.
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