When an Iranian president's words at the United Nations sent oil past $100 a barrel, the tremor reached Mumbai by morning — a reminder that geopolitics and domestic policy rarely arrive one at a time. India's markets fell Thursday under the combined weight of rising import costs and a regulatory proposal that would restructure how the insurance industry earns its living. In the midst of contraction, the country's largest stock exchange chose this day to list itself, asking investors to hold two truths at once: that financial infrastructure can be sound even when the market around it is unsettl