Indian markets face gloomy prospects even after Iran war ends
Also in this newsletter, the rush for a stake in an IPL team
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Fallout from Iran war has made fastest-growing major economy ‘not a country to be invested in’
Are markets being too complacent about the Iran war?
Sometimes crises do not blow over as investors might hope
Investors look through the turmoil
The world is a mess but markets seem to be shrugging worries over the fallout of the Iran war
Iran war presents a different script for markets
Investors have been right to identify geopolitics as a rising risk factor
Investors are not ready for a true shock
The consensus view of the impact of the Iran war on equities and bonds may well prove too sanguine