Markets face risk of a prolonged bear phase as oil shocks and geopolitical tensions test inflation, growth and investor confidence globally, points out Debashis Basu.
US President Donald Trump on Friday (local time) announced a three-day ceasefire between Russia and Ukraine, noting that the temporary truce coincides with Russia's Victory Day celebrations commemorating the then-Soviet Union's role in World War II.
This is the time for India to plan forward fully, with the goal of Atmanirbharata, and energy security. The Persian Gulf is no longer a reliable source, points out Rajeev Srinivasan.
The Trump administration maintains the US is 'not at war' with Iran, despite military engagement reaching a critical legal threshold under the War Powers Resolution, potentially leading to a confrontation with Congress.
History is rarely decided by who has the biggest weapons, but by who has the better process. The same rule applies to investing, says Ramalingam Kalirajan.
US President Donald Trump on Friday (local time) touted his claims of ending multiple global conflicts after he took charge of the White House and expressed hope that the ongoing Russia-Ukraine war could become the next one resolved, saying he would "love to" make it the tenth.
Disciplined investors who ignore short-term fear build significant long-term wealth, notes Ramalingam Kalirajan
Prem Panicker's Must Read Blog On The Gulf War.
'If the war continue for a longer period of time, it is just a matter of time before the government will pass on some of the price increases.'
US President Donald Trump is reportedly considering military action against Iran due to stalled negotiations and Tehran's approach to its nuclear issue, according to CNN sources. Divisions within the Trump administration have emerged over the next course of action, with some officials advocating for a more aggressive approach through targeted military strikes.
Iran's representative in India, Abdul Majeed Hakeem Ilahi, describes the ongoing tensions between Iran and the US-Israel alliance as a state of 'no war, no peace,' calling for an immediate halt to the conflict and questioning the lack of pressure on the US and Israel to cease aggression.
'Even if the war ends tomorrow, which is unlikely, and we go back to the pre-war status quo, the world will still need some time to get over the sudden shock of oil price increases.'
A digital memorial in Iraq now commemorates 33,000 Indian Army soldiers who died in the First World War, addressing a historical omission from the Basra Memorial.
'Markets never fully lose hope. But an important shift could come if the Strait remains closed -- moving from high prices to no prices.'
'Iran cannot trust the USA because it considers the USA to be Israel-controlled. And no, the IRGC is not going to accept anything else but major US concessions.'
Karex, the Malaysian company that makes roughly one in five of the world's condoms -- about five billion a year, supplying Durex and Trojan among others -- announced this week that it is raising prices by up to 30 percent. The reason is the Strait of Hormuz.
'We have lost 70-80 per cent of our business from foreign guests.'
Both sides have now revealed a preference for escalation over strategic defeat, and each new provocation narrows the space for the next pause. The Touska seizure, Iran's refusal to negotiate under blockade, Israel's strikes on Iranian oil infrastructure -- all of these add up to an increasingly untenable situation. This makes the wild card -- Trump and his motormouth -- more consequential than ever, notes Prem Panicker in his must read blog on the Iran War.
The Centre informed the Supreme Court that ten Indians have died while fighting alongside Russian forces in the Russia-Ukraine war. The court is hearing a plea seeking the repatriation of Indians allegedly forced to fight.
In a significant diplomatic manoeuvre aimed at de-escalating regional tensions, Iran has reportedly submitted a "new proposal" to the United States through Pakistani intermediaries.
The purge in Washington does not pause the war. Strikes continue, Hormuz remains closed, and Brent crude is still dancing around $109 a barrel. For India, the command chaos in the Pentagon is another layer of uncertainty piled on five weeks of conflict that was already straining every buffer Delhi has.
India is one of the few nations, and perhaps the only nation, that has good relations with America, Israel and Iran. Knowing that a war in the Gulf would damage our economy, hurt supply of fertilisers and fuel, and cause general chaos, we should have tried to ensure this war did not begin, asserts Aakar Patel.
'On behalf of the Islamic Republic of Iran, I express gratitude and appreciation for my dear brothers HE Prime Minister of Pakistan Sharif and HE Field Marshal Munir for their tireless efforts to end the war in the region.'
One of the most uncivilised characteristics of this war has been the total disregard for international law and the laws of armed conflict, asserts Vice Admiral Biswajit Dasgupta (retd).
A Middle East expert claims that President Trump's approach to Iran is endangering US interests in the Gulf region, with support for the Iranian regime growing amid US-Israel tensions.
West Asia conflict triggers sharp sell-off in Indian markets, with realty, banking and auto stocks leading losses amid energy shock fears.
Chaffing under public ridicule in the US as well as internationally for having 'lost' the war, Trump is under immense pressure to do something, cautions Ambassador M K Bhadrakumar.
The Reserve Bank of India (RBI) Governor Sanjay Malhotra is now confronting the classic growth-inflation tradeoff, a situation exacerbated by the West Asia war, which threatens to end the 'goldilocks period' of low inflation and robust growth.
Egypt, Pakistan, Saudi Arabia and Turkey met in Islamabad in what analysts say is the formal opening of a new diplomatic formation that could reshape the post-war regional order. Their immediate goal is a ceasefire; their larger ambition is to ensure that neither Iran nor Israel emerges from this war in a dominant position. Pakistan's foreign minister then flew directly to Beijing and mooted a Chinese role as guarantor of any eventual agreement. Prem Panicker continues his must read daily blog on the Gulf War.
10 stocks from the Nifty 200 index that offer good growth potential and scope to deliver decent returns from current levels, based on brokerage estimates.
On April 7, hundreds of activists gathered outside the White House in Washington, DC, to oppose American military involvement in Iran.
Global energy markets saw a significant correction as oil prices nosedived following Iran's announcement that the Strait of Hormuz has been fully reopened, dismantling the 'war-risk' premium that had gripped the market.
'American stature has been reduced because they have not been able to achieve their aims.'
'India's ties with Israel have to do with defence and general technology.' 'The war changes nothing in what India and Israel hope to get from the relationship.' 'It's not as though India will get significantly more benefits from Iran if India abandons Israel at this time.'
The logic of war plus the gathering storms in US politics as the midterms loom large leave him with no real alternative but to negotiate, points out Ambassador M K Bhadrakumar.
Israel's Defence Minister Israel Katz has stated that Israel is prepared to escalate military action against Iran, pending approval from the United States. This comes as US President Donald Trump says he would not use nuclear weapons in any conflict with Iran, while also claiming the US has 'total control' over the Strait of Hormuz.
Iran is fighting a different war: Older, slower, and in some ways more dangerous. Iran doesn't need to shoot down an F/A-18. It only needs to make the Strait of Hormuz feel dangerous long enough for insurance markets, shipping companies, and oil futures traders to do the rest. Prem Panicker continues his must-read daily blog on the war in the Middle East.
'Neither do the Israelis. The two attacking parties have very little economic interest in Hormuz.'
US President Donald Trump is inclined to reject Iran's latest diplomatic proposal, which suggests restoring maritime traffic through the Strait of Hormuz while deferring nuclear programme concerns, according to CNN. Concerns remain over Iran's nuclear enrichment and internal government fractures.
The big question is whether Trump is any longer in command of the situation. For all practical purposes, the war seems set to cascade as the US is preparing for a potential ground operation in Iran and threatens to destroy 'bridges next, then electric power plants', points out Ambassador M K Bhadrakumar.
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