MENA <> India Corridor 
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Stagflation rewrites the hedge book as oil breaks old safe havens
Brent longs are at a six-year high, the USD is back in favor, and even classic havens are no longer…
IMF warns Middle East conflict could add 40 bps to global inflation, and some central banks are likely to pause monetary easing
This will happen if the current regional conflict drives oil prices up by 10% and holds them there for most…
Moody’s flags growth, inflation risks for India if Middle East conflict persists
A prolonged conflict could cut India’s GDP growth by about one percentage point, with inflation and borrowing costs rising 1.5-2…
A Goldilocks moment for Gulf capital in India
With inflation below 1%, policy rates already cut 125 basis points, and further easing likely in early 2026, India now…
Reserve Bank of India trims repo rate to 5.25%, opens liquidity tap
The central bank is delivering a rate cut and strong liquidity measures amid disinflation; sees room for more easing
RBI faces heat over inflation misses + Oil India inks pact with TotalEnergies
Plus: CAD expected to widen to 1.7% of GDP + India’s IT spending projected to hit USD 176 bn in…
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