Countries In-Depth
The Hormuz Strait: India’s Achilles Heel
India is probably the most vulnerable among the G-20 economies should the Strait of Hormuz not reopen fully by the end of this month. Growth will slow, while inflation will rise materially. Investors should brace for further weakness in the currency and stock prices.
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BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.
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