Geopolitics
The global financial landscape is increasingly characterized by a profound and pervasive influence of geopolitical tensions, casting long shadows over market stability and investor sentiment. From ongoing military conflicts to intensifying great power rivalries and protectionist shifts, these international risks are reshaping economic trajectories, supply chains, and inflation trends worldwide.
Trade Wars
August 27, 2025 – Global trade tensions have re-escalated dramatically today as the Trump administration officially doubled tariffs on a broad range of Indian imports, bringing the total duty to a staggering 50%. This aggressive move, impacting billions of dollars worth of goods, immediately sends shockwaves through the financial markets and
Trade Tariffs
The global economic landscape is increasingly shadowed by escalating trade tensions and policy uncertainties, particularly across the crucial US-China, US-India, and EU-China corridors. A complex web of new tariffs and retaliatory measures is reshaping international commerce, pushing global supply chains to their breaking point, squeezing corporate earnings, and fueling widespread
Emerging Markets
The global financial landscape is undergoing a significant realignment, with emerging markets (EMs) increasingly capturing the attention of international investors. A confluence of factors, including a broad disinflationary trend, the anticipation of monetary policy easing by developed market central banks, and a weakening US dollar, are creating a highly favorable
Geopolitics
The global financial landscape is currently navigating a turbulent sea of geopolitical risks, with ongoing conflicts, escalating diplomatic tensions, and the pervasive threat of cyberattacks casting long shadows over investor sentiment and asset prices. These multifaceted challenges are not merely isolated incidents but rather interconnected forces that contribute to heightened
Tariffs
The global economic landscape is currently undergoing a seismic shift, as the United States has aggressively implemented a series of new tariffs and trade policy changes throughout 2025. These actions have dramatically increased the average effective U.S. tariff rate to levels not seen in decades, triggering immediate and far-reaching
U.S.-China Trade
Global financial markets have breathed a collective sigh of relief following President Donald Trump's decision to extend the imposition of higher tariffs on Chinese goods for another 90 days. This eleventh-hour reprieve, announced just as the previous agreement was set to expire, has averted a significant escalation of
Tariffs
The specter of a full-blown trade war, which has loomed large over global financial markets for years, appears to be receding, at least for now. Investor concerns regarding the impact of tariffs, particularly those between the United States and China, have reportedly subsided, contributing significantly to a recent and robust
Monetary Policy
The global financial landscape is currently navigating a fascinating divergence in monetary policy, with two of the world's most influential central banks charting distinctly different courses. The Reserve Bank of India (RBI) recently opted to maintain its key repo rate, signaling a cautious yet stable approach amidst evolving
Tariffs
The global financial landscape is increasingly feeling the squeeze of escalating trade tensions, with corporate earnings and broader market sentiment bearing the brunt of protectionist policies. US President Donald Trump's executive orders, imposing hefty tariffs on a range of imported goods, are sending ripple effects through supply chains,
Tariffs
Wall Street is once again grappling with the specter of tariffs, as former President and current presidential candidate Donald Trump has renewed threats of substantial tariff hikes on imports from India. The proposed tariffs are a direct response to India's continued purchases of Russian oil, a move Trump