Ajay Bagga
Veteran market analyst and expert on credit markets and shadow banking, providing detailed commentary on private credit risks and implications for India.
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Mar 30, 2026 • 28min
#835 Sensex Hits Two Year Low as Oil Crosses $115 per Barrel
Indrani Bagchi, policy expert and CEO at Ananta Aspen Centre, outlines India’s energy priorities and diplomatic options amid West Asia tensions. Ajay Bagga, veteran market analyst, breaks down private credit risks, trapped capital and contagion worries for India. They discuss oil surging past $115, FII outflows and rupee volatility. Short, timely run-throughs of market stress and energy strategy.
