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▼ Bearish for Indian equities
CEA flags US friction, energy shocks, and missing AI play as India’s key near-term risks
The brief
- CEA V. Anantha Nageswaran flagged trade coercion, weaponised supply chains and rising US bond yields as near-term risks
- He said India needs a costlier hedging strategy
- Trade friction, energy shocks and higher US yields expose Indian exporters, importers and rate-sensitive stocks
- CEA Nageswaran says global disinflation is over, India needs 6-9 month oil buffer
- India may not have got same FCNR(B) inflows if deposits were raised now: CEA
- India’s external pressures persist despite forex swap inflows, says Nageswaran
- BoP pressure likely to remain a challenge: CEA V Anantha Nageswaran
CEA warns of external economic headwinds
Chief Economic Adviser V. Anantha Nageswaran cited unsettled US ties, higher energy prices and India’s limited AI presence as economic headwinds. He said India cannot afford to choose between competing blocs and should build buffers and partnerships.
Friday, 25 September
- CEA flags US friction, energy shocks, and missing AI play as India’s key near-term risks