- Indian markets looked set to open lower as the Middle East war and higher oil prices (Brent around $94) stoke inflation fears.
- Foreign investors have pulled out heavily — about $26.4 billion so far in 2026, already topping last year’s total outflow.
- A forecast of the weakest monsoon in 11 years is raising worries about crops, food prices and growth, keeping the door open for rate hikes later in the year.