Last week’s economic data gave us a strong momentum in India. India’s industrial production surprised on the upside in December 2025, rising 7.9% year-on-year, up from a revised 7.2% in November and well above the market expectation of 5.5%. This also marks the fastest growth since October 2023. What’s encouraging is that this strength comes at a time when global trade worries, especially around US tariff actions, have been making headlines. India Industrial Production (%) Ma

When markets turned volatile in January 2026, it wasn’t because of a financial scandal or an economic shock. It was geopolitics, once again, forcing its way into portfolios. What began as a political dispute involving Greenland has grown into something much larger. Investors are no longer asking who is right. They’re asking something far more consequential: If tensions escalate, can Europe actually stand up to the United States?

Greenland has moved from the margins of world affairs to the centre of an uncomfortable geopolitical debate. Recent statements from U.S. political leadership, suggesting that control over Greenland is essential for American security and that military options cannot be ruled out, have transformed long-standing strategic interest into an openly contested issue of sovereignty. What was once quiet cooperation has now become a source of tension within NATO itself.

Last week offered a mixed picture across global economies, with growth holding up in some areas while others showed clear signs of cooling. In the US, manufacturing remained under pressure. The ISM Manufacturing PMI slipped further to 47.9 in December 2025, its third straight monthly decline and the lowest since October 2024. Production eased to 51 from 51.4, inventories fell sharply to 45.2 from 48.9, and price pressures stayed elevated at 58.5. New orders improved slightly

The threat of a 500% tariff on Indian exports to the United States has sent shockwaves through India’s financial markets. What began as a geopolitical trade dispute quickly spilt into Indian financial market, triggering a sharp sell-off in equities, pressuring the rupee, and pushing export-heavy industries into deeper stress. This is no longer just a policy headline; it has become a material economic risk for markets and manufacturers alike.

At first glance, the renewed tension between the United States and Venezuela looks familiar...sanctions, oil, geopolitics, and yet another flashpoint in Latin America. But this conflict is no longer just about barrels of crude or political ideology. It sits at the intersection of energy security, financial dominance, and a global power balance that is slowly shifting. Markets reacted instantly. The US dollar strengthened after weeks of softness. Gold prices moved higher. Inv

Last week’s data presents a mixed but encouraging picture; some areas remain soft, yet the broader trend suggests resilience, both at home and abroad. Starting with India’s infrastructure output, November 2025 brought a welcome turnaround. Output rose 1.8% year-on-year, bouncing back from a revised 0.1% decline in October, the first drop in over a year. This matters because infrastructure accounts for nearly 40% of India’s total industrial production. The rebound suggests tha

Last week’s economic picture offered a mix of steady momentum and a few signs of cooling, both in India and across global markets. India’s manufacturing sector lost a bit of steam in November, with the HSBC Manufacturing PMI easing to 56.6 from the earlier estimate of 57.4 and sharply lower than October’s 59.2. It’s still comfortably above the long-run average of 54.2, but the slowdown reflected softer new orders and the weakest output growth since February. Export orders als

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.

As we head into October, the global economy is showing a mix of strength and challenges, with inflation still a concern and growth in key areas moving at different paces. India’s infrastructure output grew by 3% year-on-year in September 2025, a sharp slowdown from the 6.5% growth in August, which had been the highest in over a year. This drop was largely driven by weak performance in key sectors like coal (-1.2%), crude oil (-1.3%), and natural gas (-3.8%), with the ongoing

The past week brought a mix of steady progress and subtle shifts across key global and domestic indicators, reflecting the ongoing tug-of-war between inflation, employment, and trade dynamics. Starting with the United Kingdom, the unemployment rate ticked up to 4.8% in the three months to August, slightly above market expectations of 4.7%. This marks the highest reading since mid-2021. The increase mainly came from those unemployed for up to six months and those jobless for o

As we reflect on this past week’s economic data, several key indicators highlight both challenges and resilience across global markets. In India, the HSBC India Composite PMI for September 2025 showed a slight slowdown, dropping to 61.0 from 63.2 in August, marking the lowest level since June. This signals a deceleration in output growth across both manufacturing and services, despite the index still sitting comfortably above the long-term average. New orders saw slower growt

The past week has seen some notable economic developments globally, with India and key international markets showing mixed signals on growth, inflation, and manufacturing. In India, the Reserve Bank of India (RBI) held its key repo rate steady at 5.50% in its October meeting. This was expected, given the easing inflation and the RBI’s cautious approach. Inflation has come down to a manageable 2.6%, and the central bank even raised its GDP growth forecast for FY2025/26 to 6.8%

India’s wholesale inflation story turned a corner in August. Wholesale prices rose 0.52% year-on-year, bouncing back from July’s steep 0.58% decline and topping market expectations of a 0.30% rise. The driver was food, which inched up 0.21% after a sharp 2.15% fall earlier. Wheat prices shot up 4.75%, while milk rose 2.58%, though pulses (-14.85%) and paddy (-0.84%) continued to ease. Manufacturing costs also increased, with inflation at 2.55%, the fastest pace in four months

Global markets had plenty to digest last week, ranging from India’s steady economic footing to signs of weakness in the US job market, China’s widening trade surplus, and Europe’s cautious monetary stance. Let’s break it down. India: Inflation Rate Starting with India , consumer inflation edged up to 2.07% in August 2025, from 1.61% in July. This was the first monthly increase in ten months, but still comfortably within the RBI’s target range. Food prices actually fell by 0

The first instinct for many investors is to hit the sell button, but history shows that panic selling is the costliest mistake. Corrections typically last three to six months, after which markets recover. The smarter approach is to align your strategy with your investor personality.

India ’s economy continued to shine in August with strong PMI readings. The HSBC India Manufacturing PMI rose to 59.3, the fastest improvement in nearly 17 and a half years, reflecting robust demand and a near five-year high in production. New orders surged at the fastest pace in 57 months, while firms rebuilt inventories and continued hiring for the 18th straight month. On the services side, the HSBC India Services PMI came in at 62.5, still marking the strongest expansion

The last week of August brought a mix of encouraging numbers and global signals that investors and businesses will be watching closely. Let’s break it down. India, GDP Annual Growth Rate India’s economy continued to show resilience. Industrial production grew by 3.5% in July 2025, a sharp rise from June’s 1.5% and well above market expectations of 2.1%. Manufacturing was the star performer, expanding 5.4%, while electricity output returned to growth at 0.6%. Mining, though s

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

This week’s market update covers key economic developments across India, the US, UK, Australia, and China. From India’s record-low inflation and a rebound in vehicle sales to rising US core prices and global growth trends, here’s what investors need to know.