Global Economy
EMs in the oil shock: Policymakers are going into an examination hall
The 2026 oil shock is testing emerging economies, with fuel pricing, exchange-rate flexibility and inflation control set to determine growth outcomes
 "EMs in the oil shock: Policymakers are going into an examination hall")
Best of BS Opinion: Vodafone must quickly raise capital, improve services
From Vodafone Idea's financial struggles and Bengal's political tensions to oil market reactions during the Iran conflict, here are the top opinions of the day
 "Best of BS Opinion: Vodafone must quickly raise capital, improve services")
Iran again tightens grip on shipping in Strait of Hormuz with fresh attacks
Traffic in the strait has all but halted as Iran renews its attacks, striking two vessels on Wednesday; more than 300 ships linked to Iran have passed through the strait since the war began
 "Iran again tightens grip on shipping in Strait of Hormuz with fresh attacks")
West Asia conflict revives stagflation dangers for global economy
Whether the twin blows affecting growth and inflation seen in purchasing manager indexes after the first month of the Iran conflict intensified during month two will be a key focus
 "West Asia conflict revives stagflation dangers for global economy")
Beyond self-reliance: Why interdependence must shape India's future
An immediate instinct is to turn inwards and seek self-reliance. But the world, and certainly India, is too dependent on other countries for that to be an effective strategy
 "Beyond self-reliance: Why interdependence must shape India's future")
Policy challenge: Oil shocks and monsoon risks cloud India's outlook
The brunt of the war and persistent geopolitical tensions could vary across countries, with economies dependent on imported energy likely to face a greater impact
 "Policy challenge: Oil shocks and monsoon risks cloud India's outlook")
US blockade of Iran ports: Impact on India & global oil markets explained | US-Iran war
Hours after ceasefire talks between the US and Iran failed to make progress, US President Donald Trump announced a naval blockade in the Strait of Hormuz.
 "US blockade of Iran ports: Impact on India & global oil markets explained | US-Iran war")
India vs global shocks: Why RBI Governor Sanjay Malhotra says 'we can manage'
RBI’s Monetary Policy Committee says risks from the US-Iran-Israel crisis are rising but India is better placed to handle them.
 "India vs global shocks: Why RBI Governor Sanjay Malhotra says 'we can manage'")
World Bank chief warns of looming jobs crisis even after Iran war ends
World Bank chief said governments must balance immediate crises with long-term priorities including job creation, clean water access and electrification
 "World Bank chief warns of looming jobs crisis even after Iran war ends")
The Covid lessons: West Asia conflict can also be used to usher in reforms
West Asia conflict may disrupt Budget 2026-27 projections, squeezing revenues and raising subsidies, prompting fiscal adjustments and potential reforms, echoing lessons from the Covid-era shock
 "The Covid lessons: West Asia conflict can also be used to usher in reforms")
West Asia war has evolved into 'systemic tremor': FM Nirmala Sitharaman
FM Nirmala Sitharaman says current year even 'more challenging' but India has enough fiscal space
 "West Asia war has evolved into 'systemic tremor': FM Nirmala Sitharaman")
Best of BS Opinion: Iran conflict could trigger prolonged bear market
From US foreign policy risks and India's labour data changes to bear market fears and FCRA concerns, today's Best of BS Opinion brings together key insights shaping global and domestic debates
 "Best of BS Opinion: Iran conflict could trigger prolonged bear market")
Dire straits: Prolonged war could alter the global security architecture
Escalating US-Iran conflict and oil disruptions threaten global stability, while shifting alliances signal a weakening of America's geopolitical influence
 "Dire straits: Prolonged war could alter the global security architecture")
War in West Asia risks triggering a new era of oil-induced stagflation
The war could result in huge geoeconomic shifts. The big immediate winner is Russia, benefitting from higher oil prices and the removal of sanctions
 "War in West Asia risks triggering a new era of oil-induced stagflation")
Fractured future: MC14 exposes the limitations of WTO amid deep divisions
The larger takeaway from MC14 is the fragmentation of global trade governance
 "Fractured future: MC14 exposes the limitations of WTO amid deep divisions")
Iran conflict hits global economy as surveys show rising inflation risks
The ensuing leap in the price of oil, gas and other related products is a potential double whammy for economies around the world, feeding through into wider inflation and stunting growth
 "Iran conflict hits global economy as surveys show rising inflation risks")
From Indian films to Italian wine, Iran war ripples through global economy
India is among the most vulnerable to the war's fallout, with heavy dependence on imported crude and LPG, much of it routed via Hormuz, now facing disruptions and shortages
 "From Indian films to Italian wine, Iran war ripples through global economy")
Shockwave of West Asia conflict is rippling through global economy
Every purchasing manager index for which Bloomberg collects estimates is anticipated to show a decline when initial numbers for March are released on Tuesday
 "Shockwave of West Asia conflict is rippling through global economy")
 "Water Stewardship & Environmental Resilience Award to India Water Foundation at Bio-Tex Fashion & Circularity Awards 2026")
Escalating West Asia conflict becomes world's latest economic hazard
US President Trump insists the conflict will be brief, but world leaders are preparing for severe economic blowback
 "Escalating West Asia conflict becomes world's latest economic hazard")