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VK Vijayakumar
Two months of West Asia war: 4 lessons for India from US-Iran conflict
An important lesson from the history of geopolitical conflicts, including wars, is that their impact on the stock market is short-lived.
From goldilocks to vulnerable: How RBI navigated West Asia energy shock
From the growth perspective, the governor's comment that " growth impulses remain strong, supported by robust private consumption and sustained investment demand" is significant and reassuring
Tariffs raise recession risks in US, put Fed in tight spot: VK Vijayakumar
Trump Tariff News: The short-term impact on the market will be negative. The probability of US recession by end 2025 has increased
