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by Square League
Geopolitical


Trump’s 2025 Tariff Timeline: Who’s targeted and what’s at stake?
A clear, date-by-date breakdown of Donald Trump’s 2025 tariff actions...your go-to resource for understanding the policies, industries hit, and global reactions.

Krishna Priya
Nov 625 min read


Indian IT Stocks React to $100,000 H-1B Visa Fee...Buy or Stay Away? TCS, Infosys...
The US government’s announcement of a $100,000 annual onetime
fee for new H-1B visa applications has shaken India’s $283 billion IT services industry. With 71% of H-1B visa holders being Indian nationals and the US contributing 62% of IT export revenues, the move has triggered a sharp market reaction but it may also open up selective buying opportunities for long-term investors.

Mani Metto
Sep 232 min read


How US Tariffs Challenge India’s US$7.38 Billion Seafood Exports?
India’s seafood export industry had a record-breaking year in FY 2023-24, reaching an all-time high of 17.8 lakh metric tonnes , valued at ₹60,523.89 crore (around US$7.38 billion). The star performer? Frozen shrimp , which not only accounted for 66% of the total value but also made up over 40% of the quantity exported. Andhra Pradesh is the biggest exporter of shrimp in the country, accounting for 60% of India's shrimp export. The USA and China have long been the primary

Remin Francis I R
Aug 252 min read


India had "This" to say about the 25% US tariff: “Unjustified and Unreasonable”.
The global stage just got a little hotter, and no, we’re not talking about climate change. We’re talking about tariffs, oil, and geopolitics. At the centre of this storm? India, the US, and Russia. Let’s break it down. The Spark: What Triggered the US Threat? It all began with a sharp accusation from former US President Donald Trump. On August 4th 2025, in a fiery post on Truth Social, Trump lashed out at India, threatening to “ substantially” increase tariffs , possibly up

Remin Francis I R
Aug 53 min read


Are U.S. markets overvalued now? What does the Buffett Indicator say about valuation?
One useful tool for gauging overall market valuation is the Buffett Indicator, which compares a country’s total stock market value to its GDP. As of July 2025, the United States stands at an elevated 207%, while India ranges between 124% to 129%, both well above their historical averages.

Remin Francis I R
Jul 93 min read


While the World Struggled, did the Indian economy Hold Its Nerve in June 2025?
India’s economy grew by 6.5% in 2024-25, and even more impressively, clocked 7.4% growth in the last quarter, making it one of the fastest-growing major economies right now.

Remin Francis I R
Jul 42 min read


What will happen if the Israel-Iran war continues? An economic perspective
What happens when two powerful nations in the Middle East move from proxy war to direct conflict? This post explores the potential global economic fallout if the Iran–Israel escalation continues, drawing lessons from past oil crises, regional wars, and market shocks. From rising oil prices to shaken investor confidence across the Gulf, we look at how history could repeat itself and what it means for the world economy today.

Remin Francis I R
Jun 252 min read


War, Oil, and India: How will the Israel - Iran war affect India
The recent Israel-Iran conflict has immediately sent shockwaves through global oil markets. From June 12–16, Brent crude jumped approximately 7% to ~$74.23 , back to its April levels. Similarly, WTI surged about 7.6% to $72.98 . Even on June 16, both benchmarks remained elevated, with Brent around $74.87 and WTI at $73.74, following early session swings of over $4. Analysts from Goldman Sachs and Citi largely attribute these price increases to a risk premium rather than funda

Kiran S N
Jun 163 min read


Global Interest Rate Decisions: What to Expect in India, Canada, and the European Union
Discover the expected interest rate decisions for June 2025 in India, Canada, and the European Union. This article dives into the factors driving these decisions, especially India’s likely rate cut, and explores the potential economic impact on inflation and global markets.

Remin Francis I R
Jun 23 min read
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