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This edition captures the defining shifts of April 2026, from the US-Israel strike on Iran triggering the largest oil supply disruption in history to the Strait of Hormuz closure sending Brent crude past $107 per barrel. India’s RBI held repo rates at 5.25% amid rupee pressure toward 94.77, while retail inflation settled at 3.40%. We explore India’s accelerating semiconductor ambitions anchored by Tata Electronics’ ₹91,000 crore Dholera fab, and how India emerged as the new global AI battlefield with OpenAI, Google, and Anthropic competing for dominance. From Zomato’s structural transformation into Eternal to India’s remarkable fiscal consolidation from 9.2% to 4.8% of GDP without sacrificing capex, this report delivers your essential analysis of a month defined by geopolitical rupture and structural recalibration.
Co – Contributors: Kushagra Khetan | Ishan Jain
