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This edition explores the defining shifts of February 2026, from the Federal Reserve’s new ‘shrinkage plan’ under Kevin Warsh to a historic surge in India’s forex reserves. Despite volatility triggered by AI disruptions and the US Supreme Court’s tariff ruling, global markets saw significant rallies, particularly in Japan’s Nikkei 225. We highlight India’s bold structural overhaul of its CPI basket to reflect modern consumption and the ‘industrial resurrection’ strategy of JK Tyre. From the homecoming of the ‘Maharajah’ at Air India to the landmark HDFC merger, this report provides your essential analysis of a month defined by fiscal realism and strategic resilience.
Co – Contributors: Raj Singh | Shria Agrawal


