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Showing posts with the label geopolitics

How Indian and US Markets Might React to US Strikes on Iran’s Nuclear Sites

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A Deep Dive into NIFTY Bank, NIFTY 50, and Their Top Constituents As reports confirm that the United States has launched targeted airstrikes on Iranian nuclear sites, global markets are entering uncharted waters once again. With geopolitical tensions in the Middle East reaching a critical point, financial markets—especially in the US and India—are bracing for volatility. The market’s trajectory on June 23, 2025 , will largely depend on Iran's response or lack thereof. This comprehensive analysis focuses on the likely short-term reaction of Indian indices (NIFTY 50 and NIFTY Bank) and their top ten constituents , as well as implications for short covering and long unwinding under two distinct scenarios: Iran does not retaliate , leading to market stabilization. Iran retaliates , escalating the conflict and triggering a global risk-off sentiment. Global Context: Geopolitical Tensions and Market Sensitivity The US military strikes were described by President Donald Trum...

Jeffrey Sachs Warns: As India Rises, the US May Try to Weaken It — Lessons from a Pattern of Power Politics

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In a revealing discussion, economist Jeffrey Sachs warns that India’s rise might provoke US strategic resistance. The blog examines Sachs's view, India’s progress, and the risks of falling into global power traps. Introduction: Why This Statement Matters American economist and global thinker Jeffrey Sachs, known for his bold critiques of Western foreign policy, shared a cautionary insight during a recent interview with Tucker Carlson. He claimed that if India becomes truly successful, the US will want to weaken India, not out of enmity, but because of a longstanding geopolitical instinct to neutralize emerging powers. This statement isn’t just a provocative line. It highlights how global superpowers often react to growing rivals. Understanding the US Deep State Perspective Sachs referred to the US deep state—a term describing permanent institutions like intelligence, military, and diplomatic agencies. He argues these bodies often sabotage nations that become strong enough to c...