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India

India finds $800 bn silver lining as war clouds gather over energy, defence, data centres

Amid Middle East war concerns, India is poised to attract $800 billion in investments across energy infrastructure, defence, data centres, and supply chain diversification, according to Morgan Stanley. The geopolitical shift is accelerating India's emergence as an alternative manufacturing and services hub as multinational companies reduce China exposure and Middle East risk.

Economic Times·167 h ago·SENSEX NIFTY50

India

Weak monsoon, war cloud growth outlook

India faces headwinds from the Iran-US war's energy shock and weak monsoon rainfall forecasts. Economists warn that if these two factors converge, growth could slow significantly. Agriculture and energy sectors are most at risk of disruption.

Economic Times·234 h ago·SENSEX NIFTY50