Escalating Middle East tensions and disrupted oil flows through the Strait of Hormuz pose a major inflation risk for the United States, with a Federal Reserve Bank of Dallas study warning prices could surge sharply if conflict involving Iran persists, according to Reuters.Read More
Amidst geopolitical tensions and rising inflation fears, analysts anticipate the RBI may hike its policy repo rate by 50 basis points in 2026. This potential shift could significantly impact rate-sensitive sectors like banking and real estate, which are already showing signs of fragility despite current demand.Read More
India’s IT sector shows a strong rebound, with the Nifty IT index climbing 8% in April as foreign investors significantly reduced their selling. Valuations are attractive, with many IT stocks trading below historical averages and holding substantial cash. While some strategists see a bottom, others remain cautious about future growth and AI’s impact.Read More
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