Stubborn inflation and Trump's trade policies have revived fears of stagflation, a mix of slow growth and persistent inflation. Investors are concerned tariffs may dampen economic growth while spiking inflation. Responses range from revising forecasts for 10-year Treasury yields to investing in gold. The risk remains but is not yet considered imminent by many analysts.

More than a thousand companies have exited Russia amidst the Western sanctions due to the war in Ukraine, with losses totaling $107 billion. While some firms stayed for humanitarian reasons, sectors like energy and finance are likely to remain off-limits even if U.S. sanctions ease. The market has seen many Western brands replaced by Russian imitations and Chinese competitors.

Rekha Gupta has been appointed as Delhis new Chief Minister by the Bharatiya Janata Party. This move highlights BJP's focus on youth, women empowerment, and clean leadership. Gupta's background in law, political activism, and her untainted public image make her a strong candidate to lead Delhi, reflecting the partys commitment to integrity and grassroots support.

High frequency indicators point to a sequential pickup in economic activity for H2:2024-25, with strong rural and urban demand bolstered by agriculture performance and income tax relief. However, a strong US dollar and global uncertainties could pose challenges for emerging economies, including India.

Sobha Realty partners with the International Cricket Council (ICC) as a global sponsor for ICC Men's events, starting with the ICC Men's Champions Trophy 2025. This collaboration will encompass in-stadium, broadcast, and digital rights. Both parties aim to enhance their global presence, showcasing the artistry and precision of elite cricket through various platforms.

Billionaire Elon Musk serves as a senior adviser to President Trump in the White House, without formal decision-making authority. Musk's role does not involve employment with the Department of Government Efficiency (DOGE), which he oversees in efforts to reduce wasteful government spending. Musk's advisory capacity focuses solely on communicating and advising.

Leading aerospace firms like Airbus, Collins Aerospace, Pratt & Whitney, and Rolls-Royce are increasing parts sourcing from India. This is boosting India's aerospace sector with companies such as Hical Technologies and JJG Aero experiencing significant growth. The shift is driven by supply chain challenges and rising air travel demand, alongside substantial aircraft orders from IndiGo and Air India.

Loan growth is expected to improve from the second half of FY 2026, driven by recovery in the unsecured segment and private capital expenditure. Despite challenges in Q3 FY2025 with higher credit costs and slower loan growth, better liquidity and RBI's rate cuts are anticipated to stabilize margins and normalise credit costs.