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    <description>Long-form notes on Indian equity markets, commodities, macros and geopolitics by Harshal Dasani, over a decade in Indian markets, currently Business Head at INVasset PMS, Mumbai.</description>
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    <copyright>(c) Harshal Dasani</copyright>
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      <title>The 2026 Iran War: one unsigned page stands between the world and cheaper oil</title>
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      <pubDate>Mon, 08 Jun 2026 09:00:00 +0530</pubDate>
      <description><![CDATA[A near-finished peace deal sits unsigned while US and Iranian forces still trade fire and 325 tankers wait behind a minefield. Inside the 2026 Iran war, and the one strait holding the world’s oil hostage.]]></description>
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      <title>The Oil Shock and India: Crude, the Rupee, and Inflation</title>
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      <pubDate>Fri, 05 Jun 2026 09:00:00 +0530</pubDate>
      <description><![CDATA[Brent above $100 on the Hormuz crisis, the rupee at record lows, the CAD set to double, how the oil shock is hitting India's markets, rupee and inflation.]]></description>
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      <title>The end of the easing cycle: what the RBI’s June pause means for investors</title>
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      <pubDate>Fri, 05 Jun 2026 09:00:00 +0530</pubDate>
      <description><![CDATA[The RBI held the repo rate at 5.25% for a third meeting, quietly closing the easing cycle. What the June pause means for the rupee, bonds and your portfolio.]]></description>
      <category>Macros</category>
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      <title>Indian IT Stocks: What’s Actually Breaking, and Why the Market Stopped Paying Up</title>
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      <pubDate>Thu, 04 Jun 2026 09:00:00 +0530</pubDate>
      <description><![CDATA[TCS, Infosys and Wipro returned ₹1.09 lakh crore to shareholders since 2020 and spend under 1% of revenue on R&amp;D. Why the market is repricing Indian IT.]]></description>
      <category>Stock Market</category>
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