Indias Economic Outlook SupplySide and Weather Pressures Add Uncertainty to Macros Arvind Sanger Cautiously Optimistic on India Eyes Earnings Revival Amid Global Liquidity Shift Yardeni Warns New Fed Chair May Need to Raise Rates in July to Calm Bond Vigilantes Prairie Operating PROP Faces NearTerm Headwinds But LongTerm Bull Case Remains Intact Markets SixWeek Rally Boosts Portfolio Top and Bottom Performers Emerge Dropbox Founder Drew Houston Steps Down as CEO After Nearly Two Decades Japans PostWWII Intelligence Overhaul Implications for Defense Sector and Investors