With Iran at war and Hormuz under threat, energy, fertiliser and fiscal risks are rising fast. Geopolitics is now embedded in price.
Yield Scribe
March 3, 2026 at 12:43 PM IST
Pavel Muravev/iStock.com
Washington’s sanctions on Rosneft and Lukoil threaten to upend India’s cost advantage in crude oil imports.
BasisPoint Groupthink
October 24, 2025 at 12:09 PM IST
iStock.com