Week of 11 May 2026
Weekly markets 11 05 2026
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Foreign investors are dumping Indian stocks at the fastest pace on record — $21bn pulled out since February, with $13bn in March alone — as the war in Iran sends energy costs soaring and the rupee to historic lows. India relies on the Strait of Hormuz for half its crude oil, and unlike Taiwan or South Korea it has no AI chip exports to cushion the blow. Then we turn to the EU’s long-overdue economic reform: Ursula von der Leyen’s plan to cut €37.5bn in annual business costs and create pan-European companies could be the jolt the bloc needs. We close with EON’s proposed acquisition of Ovo Energy — a deal that would create the UK’s largest energy supplier, but whose promise of lower bills faces a serious regulatory obstacle
