Yen8 min read
How Cheap Borrowing in Japan Made the August 2024 Market Selloff Worse
How cheap borrowing in Japan made the August 2024 market selloff worse: yen repayment costs, forced selling and the connection to Indian markets.
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Exchange rate basics
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Oil6 min read
June 2025 Iran-Israel Conflict: Why Oil Rose While Tankers Kept Moving
Why oil rose during the June 2025 Iran-Israel conflict, how a risk premium works, and how higher dollar prices can reach India’s import bill.
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The 2026 Strait of Hormuz Oil Supply Disruption, Explained
How tanker traffic through Hormuz nearly stopped in March 2026, why oil prices rose, and what India's official records show about crude and LPG supply.
Published