... 50%) on a range of goods from India will be imposed in response to New Delhi's continued purchases of Russian oil. The White House made it clear that India's current level of cooperation with Russia in energy resources is unacceptable. The EU, for its ... ... is hope for a partial thaw in relations; on the other, sanctions pressure remains an important factor of uncertainty for the market. Asia: India and China – Balancing Imports with Domestic Production India. Facing sanctions pressure, New Delhi has made ...

... receiving support from falling US bond yields. The Bank of Japan maintained its ultra-loose monetary policy at its late July meeting, leaving the key rate negative and only slightly adjusting bond yield control parameters. Prior to the July 27 upper house elections, uncertainty somewhat restrained the market; however, the ruling coalition managed to retain a majority, which participants viewed positively—the course for stimulating the economy will continue. Indian stock indices continue to reach historical highs, standing out among other emerging ...

... second half of the year. Additionally, in Japan, domestic politics have taken the spotlight: ahead of elections for the upper house of parliament (set to take place on Sunday), the ruling coalition risks losing its stable majority. This political uncertainty,... ... week: support from Wall Street’s positivity was balanced by local risks and cautious investor sentiments in Asia. Commodity Markets: Oil in Balance, Gold at Its Peak The energy market is characterized by a relative equilibrium in prices. A barrel of ...

... July 1, 2025, a planned annual price indexation for consumers and businesses was conducted: electricity tariffs (as well as housing and utilities) were raised by an average of 11-12% across the country. This increase, mandated by the government, is intended ... ... similar picture is observed with natural gas: significant volumes of LNG are arriving in China from Qatar, Australia, and the spot market, effectively bypassing American gas. Simultaneously, Washington is intensifying pressure on Russia. President Donald Trump ...

... hostilities. Trump promised during his 2024 election campaign to achieve peace quickly, and now, upon returning to the White House, he is eager to fulfill that promise. According to reports from the U.S. administration, the President views the meeting ... ... ceasefire or roadmap for the peace process could significantly reduce geopolitical risks, which would be positively received by the markets. Other Agenda Issues: Economy and Security In addition to the Ukrainian crisis, the leaders intend to discuss other pressing ...