Geopolitical tensions are surprisingly easing across regions like Ukraine, Israel, and even India-Pakistan, fostering a positive global outlook. India stands to benefit significantly from this de-escalation, coupled with its exceptional economic performance exceeding expectations. While potential US recession and increased European defense spending pose medium-term challenges, India’s resilience remains strong.
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Overall situation rosier than expected; we are getting into peace, not war & India is in a sweet spot: Swaminathan Aiyar
