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"If the Strait of Hormuz stays closed for more than four weeks, I think the world goes into recession." - Neelkanth Mishra [00:09:13]
"Compared to any other time in the past we are the best prepared to handle a crisis like this. Low fiscal deficits, slack in the economy, inflation is low, RBI sitting on reserves." - Neelkanth Mishra…
"The idea that a rival economic power would not choose to build up its military and contest the number one power but instead accept a kind of subordinate status in which it subcontracts its foreign policy to the number one country is not only unheard of but violates every tenant of international relations theory." - Fareed Zakaria [00:12:52]
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KKR's Thoughts From the Road : India (Feb 2026) | Intresting charts from report