India Macro Outlook for the next 6 weeks -Scenario Analysis

The collapse of the Islamabad talks on April 12, 2026, has significantly escalated regional tensions.With the U.S. now moving to remove blockade of the Strait of Hormuz and Iran signaling a refusal to back down on nuclear and territorial demands, the next 2 to 6 weeks are critical.
Based on current geopolitical shifts and market analysis, here are the likely scenarios:

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