The Mukesh Ambani-led company is expected to report a muted fourth quarter, pressed by high energy prices due to the US-Iran ...

Now, though, I wish I had covered getting hit by a subatomic asteroid-mass black hole moving at a million kilometers per hour ...

The physical crude oil market views the world through a very different lens than the equity market. The physical crude oil ...

CEOs can’t stop tariffs, AI shocks, or fiscal crises. But they can stop outside threats from turning into internal paralysis, ...

The temptation to frame climate and war risk as competing forces is analytically insufficient. The real question is not which dominates, but “which markets can structurally price within current ...

Shares of Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) are down roughly 7% in Thursday afternoon trading, ...

We believe elevated volatility is reinforcing the case for broadening equity exposure, not stepping away from it. Read more ...

Every time West Asia destabilises, the narrative in India defaults to oil. The usual analysis then is crude rises, inflation ...

Job losses, reduced asset values, increased inflation can have many long term impacts on the morale and the social fabric ...

In the first quarter of 2026, I watched the geography of global capital shift faster than almost any macro thesis I have tracked in a decade. The regional conflict that escalated in late February 2026 ...

Hormuz traffic is down sharply, but Iranian crude already at sea (~160m barrels) covers ~2.5 months of Chinese needs, so ...