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This edition explores the defining developments of June 2026, from the rise of AI sovereignty and the new microchip-driven power race to sharp shifts across global markets, currencies, and commodities. We examine how geopolitical de-escalation reshaped crude oil, gold, the rupee, and investor sentiment, while germanium emerged as a quiet but strategic rare-metal story. The report also tracks India’s market resilience through Nifty Bank strength, pharma momentum, domestic institutional support, and the drag from IT amid AI valuation concerns. Beyond markets, this edition highlights major structural themes including friendshoring as the new face of global trade, ePlane’s air-ambulance bet on urban emergency mobility, and Exponent Energy’s attempt to rewrite EV charging economics. From compute power and supply chains to market flows and mobility innovation, June was defined by strategic independence, volatility management, and the race to build future-ready infrastructure.
Co – Contributors: Kushagra Khetan | Ishan Jain
