The India-Oman Cepa goes live on 1 June with 99% duty elimination from day one
Author Archives: enterpriseam admin
Moody's shaves 1.5 points off India's growth trajectory
The ratings agency now sees India growing 6% in 2026 and 2027 as higher fuel costs feed into consumption, investment, and public finances
Saudi Arabia and India are formalizing the fertilizer corridor
India paces up on large-scale procurement and locks in Gulf supplies to manage subsidy risks and supply disruptions
Gulf SWFs caught in the middle as Pimco and Apollo split on private credit valuation
The Gulf’s largest sovereign allocators are heavily exposed to the same private credit complex now debating how these assets should actually be valued
MAY 26 May (Tuesday): Eid Al-Adha. JUNE 15-17 June (Monday-Wednesday): Prime Minister Narendra Modi to attend G7 Summit in Evian, France. 18-21 June (Thursday-Sunday): Bharat Buildcon, Yashobhoomi, Dwarka, Delhi. 24-25 June (Wednesday-Thursday): India Homeland Security Expo, Bharat Mandapam, Pragati Maidan, New Delhi. 26 June (Friday): Muharram. Signposted to happen sometime in 1H 2026: Signing of […]
THIS AFTERNOON: UAE-managed LPG tanker sails Hormuz
Good morning, friends. The corridor is having an uncomfortable moment since Prime Minister Narendra Modi's address yesterday. Modi asked Indians to use less fuel, buy less gold, and defer overseas travel for a year — a Covid-era appeal a prime minister does not make casually. Brent at USD 106, the INR at a record-low 95.17, […]
India is publicly saying it can no longer absorb the crude hike
India's prime minister is asking citizens to use less fuel, buy less gold, and defer overseas travel for a year — a Covid-era appeal that signals just how much pressure the Iran crisis is putting on the Gulf-India corridor. With Brent at USD 106 / bbl, the INR at a record low of 95.17, and […]
SBI pauses new Gulf lending as Iran crisis drags on,
SBI has paused new GCC business until there is more clarity on the conflict, while PNB is also avoiding fresh exposure in the region
Jio IPO restructures as a fresh issue, closing the exit window for Gulf SWFs
The revised structure sends IPO proceeds to Jio instead of existing investors, keeping ADIA, Mubadala and PIF invested through the listing
Adani pushes domestic AI infrastructure buildout
India's AI-driven data center capacity could rise sharply by 2047