Economy
India’s Central Bank Held Rates at 5.25 Percent. Then Brent Crashed 16 Percent
RBI kept repo at 5.25% on April 8. Forecasts assumed $120 oil and Hormuz disruption. Brent crashed 16% hours later. GDP cut to 6.9%, rupee at record 95.22.
Asia Pacific
The Islamabad Talks Failed. Here Is What That Actually Means for the Economy.
Islamabad talks collapsed. Trump ordered a Hormuz blockade. Here is what the breakdown means for oil prices, the Federal Reserve and Monday's bank earnings season.
Economy
Three Tankers Just Transited Hormuz on a Route Iran Does Not Control. The Blockade Has a Crack.
Three Omani tankers bypassed Iranian waters through a southern coastal route on April 2. Windward data, insurance risks, and the April 6 deadline explained.
Economy
Japan Asked the IEA for More Oil. The First 400 Million Barrels Lasted Three Weeks.
Takaichi asked the IEA to prepare a second coordinated oil release. India's PMI hit a three-year low. Malaysia held two emergency meetings in two days. Asia escalated.
Economy
Asia Stopped Debating Oil Prices. It Started Rationing Fuel.
Bangladesh stationed troops at oil depots. The Philippines cut the work week to four days. Nepal is rationing cooking gas. Three weeks in, Asia is in emergency mode.
Asia Pacific
China Set Its Lowest Growth Target Since 1991. The Number Is the Least Interesting Part.
China set its lowest GDP growth target since 1991 at the NPC on March 5. The 15th Five-Year Plan reveals more than the number. Here's what the document actually argues.
Economy
Japan’s GDP Just Crushed Every Forecast. The Yen Is Still Getting Destroyed.
Japan's Q4 GDP was revised to 1.3% annualized from 0.2%. Business investment hit a one-year high. Wages beat forecasts. The yen fell anyway. Energy explains why.
Economy
A Russian Gas Tanker Just Sank in the Mediterranean. Europe’s Last Backup Plan Went Down With It.
A Russian LNG tanker sank in the Mediterranean. Qatar's gas is offline. Putin is threatening to cut the rest. Europe's gas supply is under triple squeeze.
Economy
China Just Set Its Lowest Growth Target Since 1991. The Timing Is Not a Coincidence.
China set its lowest GDP target since 1991 at 4.5-5%. Investment fell for the first time in decades. The old growth model is breaking and Beijing knows it.
Economy
Freedom 250 Signed in Seoul. Everything Around It Is on Fire.
The US Embassy and AMCHAM Korea sign Freedom 250 MOU pledging 250+ events — as tariff disputes, a Yellow Sea standoff and Freedom Shield test the alliance.
Asia Pacific
Forty Companies, Two Targets, One Message: Beijing Is Done Waiting
China blacklists 40 Japanese firms over Taiwan as Trump's 15% tariff takes effect. Section 301 probes and a suspended rare earth truce raise the stakes.
