Quotes
We are different from Hindus in every possible way,
he proclaimed, calling Kashmir Pakistan’s “jugular vein” and vowing never to abandon “Kashmiris in their heroic struggle against Indian occupation”. Although UK economic momentum has picked up appreciably since last December, and has surprised to the upside relative to depressed Bank expectations, rising global growth worries linked to the US's erratic and risky tariff policies pose fresh risks,
The Indian market had begun to outperform on the back of the perception that there is some insulation from Trump tariffs given the strength of domestic consumption and a clear signal of monetary loosening from the central bank,
said Sat Dhura, portfolio manager at Janus Henderson Investors While sentiments are likely to be jittery in the immediate term, these tensions are unlikely to derail the medium-term appeal of the Indian economy,
said Radhika Rao, senior economist at DBS Bank in Singapore If there is a cessation of hostilities like there should be, pragmatically and practically, the investment climate may not actually be harmed,
said Ajay Marwaha, head of fixed income at Mumbai-headquartered investment house Nuvama Group Recent events are likely to keep foreign investors away,
He acknowledged that ... but added The key question is whether this turns into a full-fledged conflict or remains a limited defense strike,
The situation on the border remains quite fluid. The scope and scale of India's military action this time around is far greater than in 2016 or 2019. That, in turn, suggests Pakistan will feel more compelled than before to mount a "proportionate" response,
Tom Miller and Udith Sikand, senior analysts at Gavekal told CNBC Structural reforms, resilient domestic demand, and strong macro fundamentals continue to offer a compelling case,
said Mohit Mirpuri, an equity fund manager at SGMC Capital Investors may take a momentary pause, but this doesn't derail India's trajectory as a key allocation in emerging markets,
We believe Indian assets will remain fairly contained despite the increase in geopolitical tensions with Pakistan,
said Johanna Chua, global head of emerging market economics at Citi, in a note to clients shortly after India carried out the strikes Having said that, the muted reaction of Indian asset prices to events overnight suggests investors don't expect an endless cycle of military retaliation,
