In the Media



Global market overview


  • Trade De-escalation via Bilateralism

    The newly inked India-US Trade Agreement provides a vital buffer against “Trump-era” volatility. By reducing reciprocal tariffs to 18%, the deal stabilizes supply chains for textiles, electronics, and engineering goods, countering the broader trend of global trade fragmentation.

  • The “AI Shadow Debt” Warning

    Concerns are mounting over $120 billion in off-balance-sheet spending by tech giants for data centers. With IBM and other leaders questioning LLM returns, analysts warn of a potential “non-linear” correction that could tighten global credit conditions.

  • The Indo-Pacific Growth Engine

    IMF data confirms a seismic shift; India and China now drive 43.6% of global GDP expansion. India’s 2026 Budget reinforces this with a record $146 billion (₹12.2 lakh crore) capex outlay, targeting “City Economic Regions” to insulate against softening Western demand.



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