The US and Iran have reached a deal to end the war and reopen the Strait of Hormuz, and markets responded immediately. Today we cover the relief rally across global and Indian equities, the slide in oil and the firmer rupee, and what a steadier Gulf means for India's import bill and exporters. Plus, the World Bank lifts India's FY27 growth forecast to 6.6 percent against a slowing world, Sarvam becomes India's newest AI unicorn with HCLTech leading a 234 million dollar round, and a thoughtful take on what stays uniquely human in leadership as AI spreads. About 15 minutes, everything you need before the day begins.
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