THE EMERGING EDGE—Edition No. 3 · 19 May 2026 Global & Emerging Markets Intelligence · Daily Briefing KEY NUMBERS TODAY (19 May 2026) THE MACRO STORY: STAGFLATION ECHOES THE 1970s Global markets in May 2026 are caught in a vice. The Iran-US conflict, now in its third month, has kept the Strait of Hormuz largely…
India’s middle class is urging Budget 2026 to deliver inflation-adjusted tax slabs and fairer policies amid the shift to the new Income Tax Act, 2025. Key Taxpayer Demands Taxpayers seek smoother onboarding to the new tax regime through simplified processes and fewer disruptions. Experts highlight the need for clearer TDS rules, straightforward capital gains norms,…
India’s foreign direct investment (FDI) outlook for 2026 appears brighter than ever, driven by solid macroeconomic fundamentals, major global investment commitments, and ongoing reforms aimed at enhancing the ease of doing business. According to recent government data, India received record-high FDI inflows of $80.62 billion in 2024–25 despite a challenging global environment. Between January and October 2025, gross…
At 12:40 PM, the Sensex and Nifty show marginal upward movements of 0.04% and 0.1%, respectively. The Nifty Midcap and Nifty Smallcap segments are performing even better with gains of 0.42% and 0.66%, indicating overall market optimism. Moderate Increase in Volatility The India VIX, a measure of market volatility, has witnessed a moderate uptick of…
In the realm of financial markets, the method of hedging plays a pivotal role in managing risk exposure. Two common strategies employed for hedging are futures and forwards contracts. Let’s delve into the advantages and disadvantages of each to discern their effectiveness in mitigating financial risks. Pros and Cons of Hedging with Futures Contracts Advantages:Standardization:…
The government’s renewed fiscal commitment is seen as a response to the slowdown affecting most sectors outside of China’s large trade surplus. However, experts note that the country’s continued emphasis on both consumption and investment reveals the ongoing tension between production-led and demand-driven growth. Beijing plans to roll out targeted measures to boost household income, expand urban…
IntroductionWelcome to our comprehensive coverage of the SCO (Shanghai Cooperation Organization) Summit, a significant event that took place recently. In this article, we delve deep into the discussions, agreements, and outcomes of the summit, shedding light on the key role played by China, India, and President Putin. Stay tuned to discover the intricacies of this…
China, once projected to maintain its population peak until 2029, is now facing an unprecedented decline, marking the second consecutive year of a shrinking population. The National Bureau of Statistics of China (NBS) recently disclosed that in 2023, the country’s population reached 1,409.7 million, witnessing a significant drop of 2.08 million from the previous year….
IntroductionIn a groundbreaking move that is set to reshape the investment landscape, Rajeev Misra’s new fund has marked its first close at a staggering $7 billion and made a significant investment in the SP Group through debt. This strategic move not only showcases Misra’s visionary approach but also signals a new era of investment opportunities…
The 425% rally of Moore Threads is more than just a successful first day of trading; it is a statement of intent. The listing, which was oversubscribed by a factor of 2,700, reveals that capital is aggressively chasing exposure to China’s self-sufficiency drive, even as the broader market remains quiet. Investors appear willing to overlook…
