"Market outcomes are rarely perfect; they are shaped by the obstacles we ignore."
With the US Israel Iran conflict threatening the Strait of Hormuz, panic has set in over India's fuel reserves. A deep dive into the 30 day Russian oil waiver, the 74 day buffer reality, and the repricing of geopolitical risk.
Read AnalysisGold surged. Silver skyrocketed. A deep dive into the structural deficits, central bank hoarding, and geopolitical anxiety driving the historic metals supercycle.
Read AnalysisIndia’s shift from discounted Russian oil to rising US crude imports and what it means for inflation, refinery margins, forex exposure and strategic leverage.
Read AnalysisAnalyzing the new US-India trade deal: Is the 64% tariff cut a win for India, or a hidden cost disguised as a discount?
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