India's political noise continues to build, with opposition protests over the election commission dispute widening ahead of a Supreme Court hearing, keeping a layer of uncertainty
India's political noise continues to build, with opposition protests over the election commission dispute widening ahead of a Supreme Court hearing, keeping a layer of uncertainty around the policy backdrop. On the economic front, the tone is firmer, with the government's top policy voices pointing to growth nearing the 8% mark and a fresh trade push underway as Canada talks enter another round and the Swiss president visits to review the EFTA deal. Bond markets are watching closely as the rate cut cycle approaches a turning point, while windfall tax cuts on diesel and aviation fuel exports offer a modest tailwind for energy refiners.
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