Monday, 28 September 2026Updated 16m ago
Market pulse › V Anantha Nageswaran

V Anantha Nageswaran

Person tag · tracked since 24 Sept

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Today0 stories · 0 articles9 stories since 24 Sept
Net tone–−67% over the week
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Developing1 storylineBiggest: CEA warns of external economic headwinds · 9 updates

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Bar colour is the day’s tone · tracking began on 24 Sept

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stories together this week · colour is their tone
US tariffs4Forex reserves3Trade and tariffs3Trade deals3CPI inflation2Fuel prices2Global markets2AI1Bond yields1Crude oil1

Stories

9 in all · newest first
▼ bearishCEA flags US friction, energy shocks, and missing AI play as India’s key near-term risksCEA V. Anantha Nageswaran flagged trade coercion, weaponised supply chains and rising US bond yields as near-term risksTrade and tariffsUS TreasuriesBond yields1 source
3d
● mixedCEA flags US ties, energy as headwinds, calls for strategic buffersCEA V Anantha Nageswaran says India cannot afford to choose between global blocsUS–ChinaUS tariffsTrade deals1 source
3d
Data▼ bearishCEA Nageswaran says global disinflation is over, India needs 6-9 month oil bufferCEA V Anantha Nageswaran said global disinflation is over as supply shocks shape the global economyCrude oilCPI inflationFuel prices1 source
3d
Funding and debt● mixedIndia may not have got same FCNR(B) inflows if deposits were raised now: CEACEA V Anantha Nageswaran says FCNR(B) deposit mobilisation was well-timedForex reservesGlobal markets1 source
3d
▼ bearishCEA flags US ties, energy prices and lack of AI presence as near-term headwindsCEA V Anantha Nageswaran cited unsettled US relations, energy prices and the absence of a significant AI playUS tariffsTrade dealsAI3 sources
3d
Market move● mixedIndia’s external pressures persist despite forex swap inflows, says NageswaranChief Economic Adviser V Anantha Nageswaran said balance-of-payments pressures persist despite increased foreign capital inflowsRupeeForex reservesFII flows1 source
3d
▼ bearishIndia must remain prepared for higher energy prices: CEA NageswaranCEA Nageswaran said India must remain prepared for higher energy pricesFuel pricesCPI inflationTrade and tariffs1 source
4d
● mixedBoP pressure likely to remain a challenge: CEA V Anantha NageswaranCEA V Anantha Nageswaran said India must pursue manufacturing and servicesManufacturingEconomic growth1 source
4d
▼ bearishEconomic adviser describes India-US ties as an ‘uneasy equilibrium’V. Anantha Nageswaran said the relationship with the US remains unsettledTrade and tariffsUS tariffsTrade deals2 sources
3d