Dehuti Jani

July 14, 2026 at 12:05 PM IST

istock.com

Trump says Hormuz open for non-Iranian ships, but for a fee

BasisPoint Insight

July 13, 2026 at 2:58 PM IST

Market Wrap

Equities Recover on IT Rally; Rupee Falls as Oil Rises

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

July 13, 2026 at 12:06 PM IST

Amey Bane/iStockphoto.com

Opinion

Khamenei’s Funeral and the Unravelling of the Islamabad MOU

Iran’s greatest act of military defiance is its rising threshold for misery, not missiles or drones; the Strait remains its only leverage in war.

Rajesh Ramachandran

July 10, 2026 at 1:23 PM IST

https://khamenei.ir/

The Morning Edge

Asia Shares Climb on Chip Rally; Oil Surge, Gulf Tensions Cap Gains

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Dehuti Jani

July 9, 2026 at 2:24 AM IST

istock.com

No Victory Lap on a Smouldering Truce

Fresh US strikes on Iran show that the ceasefire is at best an interval in a wider conflict; India must stay alert, not relieved.

BasisPoint Groupthink

July 8, 2026 at 6:56 AM IST

istock.com

Why India Should Roll Back the Fuel Price Hike Immediately

With crude prices back to pre-war levels, the economic case for rolling back the fuel price hike has strengthened. An immediate rollback would help contain inflation, support household budgets and reinforce confidence in market-linked fuel pricing regime.

Rajesh Mahapatra

July 2, 2026 at 8:44 AM IST

istock.com

Why are Central Banks Taking Guard Again?

Inflation is not roaring, but it is stirring again—and for rate-setters, the lesson from 2022 is stark: act early, or risk being forced into harsher tightening later with credibility on the line.

Michael Debabrata Patra

July 1, 2026 at 3:32 AM IST

US Fed

Market Wrap

Equities End Lower on IT Weakness; Bond Yields Largely Unchanged

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

June 30, 2026 at 12:03 PM IST

iStock.com

Rupee May Rally to 92/$1 Before Returning to 95 by March

BasisPoint Insight

June 30, 2026 at 11:40 AM IST

Rupee Nears Another Goldilocks Phase as External Risks Recede

Falling crude prices, stronger capital inflows and RBI measures are easing pressure on the rupee, setting the stage for a more stable USD/INR outlook.

Gaura Sen Gupta

June 30, 2026 at 5:58 AM IST

istock.com

What the RBI’s Annual Report Reveals Beyond the Record Surplus

The RBI’s record surplus transfer grabbed headlines, but a careful reading of its Accounts in conjunction with the rest of its Annual Report reveals deeper shifts in income, risk provisioning, and balance-sheet management.

Michael Debabrata Patra

June 29, 2026 at 3:46 AM IST

Worrying Signals from Inflation Data

CPI remains below 4%, but producer prices, wholesale inflation, and a delayed monsoon point to mounting pipeline pressures that could test the RBI's wait-and-watch strategy.

Deepa Vasudevan

June 29, 2026 at 3:40 AM IST

Istock.com

The Morning Edge

Asian Markets Cautious as West Asia Conflict Clouds Sentiment

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

June 29, 2026 at 1:59 AM IST

Kagenmi

Iran Says It Hit US-Linked Targets; Bahrain Reports Drone Attack

BasisPoint Insight

June 27, 2026 at 11:39 AM IST

Market Wrap

Equities Rally, Bond Yields Fall on Lower Oil, Dovish RBI

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

June 24, 2026 at 12:01 PM IST

The Morning Edge

Asia Edges Higher as Iran Sanctions Relief Eases Energy Concerns

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

June 23, 2026 at 2:11 AM IST

iStock.com

India’s Russian Oil Bet Faces a New Geopolitical Stress Test

India saved billions by buying discounted Russian crude. The G7's latest sanctions raise a harder question: has that bargain created a new vulnerability?

Sagari Gupta

June 22, 2026 at 4:14 AM IST

Istock.com

Opinion

Iran’s Victory Resets West Asia, Diminishes Israel, Offers India Opportunities

The Anglo-American Empire’s Iran setback should prompt the BJP-led ruling establishment to rethink its reflexive support for Israel. India must view West Asia with new power possibilities.

Rajesh Ramachandran

June 19, 2026 at 9:20 AM IST

Istock.com

Trump’s Iran Deal: This Is What Cutting Losses Looks Like

The agreement is neither victory nor surrender. It is Washington’s recognition that a costly war had stopped serving American interests and that even Israel cannot dictate the limits of US strategy.

BasisPoint Groupthink

June 19, 2026 at 8:57 AM IST

The Morning Edge

Risk-On Mood Holds as Hormuz Reopens, Though Geopolitical Risks Linger

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

June 19, 2026 at 2:07 AM IST

iStock.com

The US-Iran Agreement Is a First Step

The US-Iran agreement has calmed markets. But can it withstand the political and economic challenges ahead?

Mohamed A. El-Erian

June 18, 2026 at 10:50 AM IST

Istock.com

US-Iran Interim Accord Takes Effect, Hormuz Prioritised

BasisPoint Insight

June 18, 2026 at 2:59 AM IST

The Morning Edge

Asian Markets Turn Cautious Ahead of Fed as Geopolitical Risks Ease

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

June 17, 2026 at 2:14 AM IST

US Federal Reserve

Corporate India Rushes to Lock in Lower Borrowing Costs

Corporate India shifts from survival borrowing to opportunistic borrowing as bond yields retreat.

Venkatakrishnan Srinivasan

June 16, 2026 at 4:05 AM IST

iStock.com

The Central Banking Desk:

The Central Banking Desk: Fed Gets Oil Reprieve Before Warsh’s First FOMC

Daily insights on the decisions, signals and risks shaping central-bank policy across the world’s major economies.

BasisPoint Insight

June 15, 2026 at 2:42 PM IST

Market Wrap

Equity Rally as US-Iran Peace Deal Lifts Global Risk Sentiment

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

June 15, 2026 at 12:10 PM IST

Kagenmi

Netanyahu Wanted This War; He’s Getting Trump’s Peace

The Israeli prime minister now faces the likelihood that the regime he swore to destroy will outlast him.

Bobby Ghosh

June 15, 2026 at 10:17 AM IST

Wikimedia Commons

US-Iran Peace Deal Offers Relief, and Lessons for India

The deal could lower energy costs, ease inflationary pressures and support the rupee; but for India, it offers insight on negotiating with any major power from a position of confidence.

Ajay Srivastava

June 15, 2026 at 8:19 AM IST

istock.com

US-Iran Peace Deal Set for Friday Signing, Trump Says Hormuz to Reopen

BasisPoint Insight

June 15, 2026 at 1:53 AM IST

Pavel Muravev/iStock.com

The Morning Edge

Risk-On Rally Sweeps Asia as US-Iran Accord Raises Hopes of Regional Stability

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

June 15, 2026 at 1:44 AM IST

Kagenmi

Market Wrap

Benchmarks Post Best Session in Two Months on US-Iran Peace Hopes

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

June 12, 2026 at 11:51 AM IST

Kagenmi

The Morning Edge

Oil Slides, Equities Jump on Optimism Over US-Iran Peace Accord

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

June 12, 2026 at 1:30 AM IST

Market Wrap

Benchmarks Extend Losses as West Asia Tensions, IT Selloff Weigh

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

June 11, 2026 at 11:40 AM IST

Istock.com

The Morning Edge

Risk-Off Mood Deepens as Fresh US-Iran Strikes Lift Oil, Inflation Fears

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

June 11, 2026 at 1:30 AM IST

Pavel Muravev/iStock.com

Market Wrap

Benchmarks End Flat as Financial Gains Offset West Asia-Driven Selloff

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

June 10, 2026 at 12:07 PM IST

iStock.com

Strategic Oil Reserves: India’s Insurance Against Conflict

As frozen conflicts reshape energy security, India must expand strategic oil reserves to reduce supply risks, tame price shocks and build resilience.

Michael Debabrata Patra

June 10, 2026 at 3:37 AM IST

PIB

The Morning Edge

Risk-Off Mood Returns as US-Iran Strikes Escalate Tensions

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

June 10, 2026 at 1:34 AM IST

iStock.com

From Oil Shocks to Supply Chain Shocks, India Must Rethink Resilience

India has largely overcome the vulnerabilities of 1991. The next external shock may arrive through supply chains, technology and trade networks.

Shilpashree Venkatesh

June 9, 2026 at 3:46 AM IST

istock.com

The Morning Edge

Asian Markets Tumble on AI Selloff, West Asia Tensions

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

June 5, 2026 at 1:31 AM IST

istock.com

The Morning Edge

Geopolitical Risks Weigh on Equities as Oil Remains Elevated

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

June 4, 2026 at 1:37 AM IST

iStock.com

Crop Output Targets For 2026-27 Are Out, But Are They Realistic?

The government’s crop production targets seem to have ignored ground realities such as the looming El Nino, the West Asia unrest and a monsoon at 90% of the LPA.

G. Chandrashekhar

June 3, 2026 at 5:23 AM IST

istock.com

The Morning Edge

Investors Look Through Iran Tensions as Asian Equities Extend Rally

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

June 3, 2026 at 1:26 AM IST

iStocks/tawatchaiprakobkit

The Morning Edge

Risk-Off Mood Grips Asia as Iran Uncertainty Overshadows Tech Rally

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

June 2, 2026 at 1:48 AM IST

iStock.com

Geopolitics

The Big Picture is the Loss of US Supremacy in West Asia

The imminent US-Iran deal discusses the ownership of the Strait of Hormuz for the first time in 100 years — a victorious assertion of regional hegemony by Iran, something inconceivable three months ago.

Rajesh Ramachandran

May 29, 2026 at 11:31 AM IST

istock.com

The Morning Edge

Asian Equities Rally on Signs of Progress in US-Iran Negotiations

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

May 29, 2026 at 1:54 AM IST

Market Wrap

Benchmarks End Flat as Banking Weakness Offsets Metal Gains

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

May 27, 2026 at 11:44 AM IST

iStock.com

Market Wrap

Benchmarks Fall as Fresh US Strikes on Iran Hit Sentiment

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

May 26, 2026 at 11:40 AM IST

Market Wrap

Benchmarks Rally to Two-Week Highs on Easing West Asia Concerns

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

May 25, 2026 at 11:54 AM IST

istocks

The Rupee Cannot Be Defended by RBI Alone

RBI can smooth rupee volatility, but lasting stability needs a coordinated fiscal, reform and external-sector response from the government.

Arvind Mayaram

May 25, 2026 at 7:00 AM IST

The Morning Edge

Asia Stocks Surge on Hopes of Hormuz Reopening

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

May 25, 2026 at 1:58 AM IST

iStock.com

Fuel Prices Raised Fourth Time This Month; Petrol, Diesel Up nearly ₹7.5/Litre Since May 15

With the latest revision, petrol prices in Delhi have risen cumulatively by ₹7.35 per litre and diesel by ₹7.53 per litre since May 15..

BasisPoint Insight

May 25, 2026 at 1:41 AM IST

iStock.com

Market Wrap

Benchmarks End Higher as US-Iran Talks Improve Sentiment

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

May 22, 2026 at 11:54 AM IST

Kagenmi

Rupee Weakness Reflects Why India Needs To Look Beyond Consumption

Rupee weakness exposes India’s dependence on consumption-led growth, as energy imports, fading capital inflows and weak technology leverage deepen external vulnerabilities.

Yield Scribe

May 22, 2026 at 5:18 AM IST

Istock.com

Market Wrap

Benchmarks End Flat as Oil Rebound Caps Gains

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

May 21, 2026 at 11:38 AM IST

iStock.com

Fuel Prices Raised Again by 90 Paise/Litre Amid Higher Global Crude Costs

Petrol and diesel prices rose again after last week’s hike as OMCs continued passing on higher global crude and freight costs to consumers.

BasisPoint Insight

May 19, 2026 at 1:28 AM IST

iStock.com

India’s Energy Future Cannot Sail Through Hormuz Forever

India’s growing gas pipeline network may not eliminate import dependence, but it could soften future energy shocks in an increasingly unstable world.

Sujit Kumar*

May 18, 2026 at 7:15 AM IST

istock.com

India May Need an Outside-In Economic Reset

As the global economy changes shape, India may benefit from an independent economic rethink led by a credible outsider with institutional gravitas.

Kalyan Ram

May 17, 2026 at 6:07 AM IST

iStock.com

Market Wrap

Equities End Lower as Oil Surge and Rupee Weakness Weigh on Sentiment

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

May 15, 2026 at 11:41 AM IST

iStock.com

Petrol, Diesel Prices Raised by ₹3/Litre as OMCs Pass on Crude Price Surge: PTI

Petrol and diesel prices rise by ₹3 per litre as oil companies pass on higher crude costs amid continued geopolitical tensions and supply concerns.

BasisPoint Insight

May 15, 2026 at 1:55 AM IST

iStock.com

Market Wrap

Equities Rebound as US-China Trade Progress Boosts Sentiment

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

May 14, 2026 at 11:40 AM IST

iStock.com

Why Resilience Is Becoming the New Currency of Energy

As wars, climate shocks and fractured trade reshape energy markets, countries are discovering that efficiency alone can no longer guarantee energy security.

Anshuman Gupta

May 14, 2026 at 7:35 AM IST

Istock.com

India Approves ₹375 Billion Scheme to Incentivise Coal Gasification Projects

BasisPoint Insight

May 13, 2026 at 1:10 PM IST

Market Wrap

Rupee All Time Low; Equities Rebound Marginally After Four-Day Selloff

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

May 13, 2026 at 11:41 AM IST

The Morning Edge

Asian Markets Mixed; Trump-Xi Talks in Focus as Middle East Tensions Persist

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

May 13, 2026 at 2:12 AM IST

Market Wrap

Equities Sink as Oil Shock and Weakening US-Iran Truce Trigger Selloff

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

May 12, 2026 at 11:46 AM IST

iStock.com

The Morning Edge

Asian Markets Rise Despite Fresh US-Iran Ceasefire Concerns

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

May 12, 2026 at 1:55 AM IST

White House/Via WikiCommons

The Morning Edge

Asian Equities Waver Amid Fresh West Asia Geopolitical Risks

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

May 11, 2026 at 2:05 AM IST

iStock.com

Week in Numbers: Tracking India’s Economic Pulse

The war in West Asia and the sharp increase in crude oil prices notwithstanding, demand for automobiles has continued to remain largely unscathed.

Datametricx

May 9, 2026 at 11:32 AM IST

Istock.com

Market Wrap

Equities Extend Decline as Renewed US-Iran Tensions Dents Sentiment

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

May 8, 2026 at 11:44 AM IST

The Morning Edge

Fragile Ceasefire Keeps Markets on Edge Amid Fresh Hostilities

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

May 8, 2026 at 1:56 AM IST

iStock.com

Market Wrap

Benchmarks End Flat as Softer Oil Prices Offset Profit Booking

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

May 7, 2026 at 11:43 AM IST

iStock.com

From Firepower to Fragility

A pause in US-Iran hostilities calms markets briefly, but unresolved tensions, energy risks, and shifting power dynamics keep the geopolitical fault lines active.

Dhananjay Sinha

May 7, 2026 at 2:00 AM IST

iStock.com

The Morning Edge

Risk Appetite Returns on Signs of US-Iran Breakthrough

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

May 7, 2026 at 1:47 AM IST

Kagenmi

West Bengal Shift Raises Stakes For India–Bangladesh Ties

Political change in West Bengal could reshape cross-border dynamics, with migration, water sharing, and strategic alignment emerging as key pressure points in bilateral relations

Saibal Dasgupta

May 6, 2026 at 6:57 AM IST

stock.com

The Morning Edge

Asia Rallies in Risk-On Mood as Oil Falls, Diplomacy Gains Traction

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

May 6, 2026 at 1:51 AM IST

iStock.com

Market Wrap

Equities Slip as Oil Surge and Rupee Weakness Weigh on Sentiment

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

May 5, 2026 at 11:40 AM IST

iStock.com

UAE’s OPEC Exit Could Erode Cartel's Cohesion

The UAE stayed in OPEC for six decades. It took one strategic pivot and $150 billion in capacity investment to end that relationship. The consequences for global oil supply and pricing could be far-reaching.

G. Chandrashekhar

May 5, 2026 at 8:53 AM IST

istocks/imaginima

Economic Shocks in 2026-27: What the Forecasts Aren’t Telling Us

Despite upbeat forecasts, India faces oil shocks, climate risks and trade disruptions. The real challenge lies in navigating unseen fault lines.

Sharmila Kantha

May 5, 2026 at 6:10 AM IST

Istock.com

The Morning Edge

Markets on Edge as Hormuz Conflict Reignites Volatility

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

May 5, 2026 at 1:50 AM IST

iStock.com

Market Wrap

Softer Oil and State Election Trends Lifts Equities; but IT and Banks Cap Upside

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

May 4, 2026 at 11:54 AM IST

istocks

The Morning Edge

Asia Mixed With Cautious Risk-on as Oil Steadies, Hormuz Tensions Ease

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

May 4, 2026 at 1:18 AM IST

iStock.com

Market Wrap

Equities Fall as Brent Crude Nears Four-Year High and Rupee Hits Record Low

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

April 30, 2026 at 11:45 AM IST

Policy Denial Meets OIS Pricing in India’s Inflation Reality

Markets price tightening even as policy resists fuel pass-through. This gap risks unanchored inflation expectations and strains fiscal and FX stability.

Yield Scribe

April 30, 2026 at 8:24 AM IST

Economic Review Flags Supply Risks as India Faces a Harder Inflation Test

The latest economic review signals resilience, but supply disruptions may soon test growth, inflation, and policy tools in ways that demand management cannot offset.

BasisPoint Groupthink

April 30, 2026 at 6:12 AM IST

Istock.com

The Rupee’s Mauna Kea Problem: What We Don’t See Matters More

The rupee debate fixates on visible costs, ignoring hidden fiscal risks, political compulsions and market psychology that make inaction far riskier.

Vivek Kaul

April 30, 2026 at 3:52 AM IST

iStock.com

The Morning Edge

Asian Markets Down as Oil Surge, FOMC Division Weighs on Sentiment

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

Dehuti Jani

April 30, 2026 at 1:52 AM IST

Federal Reserve

Fertiliser Reforms Cannot Wait for Another Election to End or War to Begin

Subsidy distortions skew fertiliser use as the Iran conflict disrupts global supply chains, lifting input costs and making correction of India’s NPK imbalance more urgent

TK Arun

April 29, 2026 at 12:05 PM IST

Istock

The Morning Edge

Oil Surge and Policy Uncertainty Keep Asian Markets on Edge

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

Dehuti Jani

April 29, 2026 at 2:03 AM IST

istocks

Market Wrap

Benchmarks Slip as Oil Above $110, RBI Norms Pressure Banks

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

April 28, 2026 at 11:53 AM IST

The Morning Edge

Asian Markets Drift Lower Ahead of BOJ Decision and Iran Developments

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

Dehuti Jani

April 28, 2026 at 2:11 AM IST

iStock.com

Market Wrap

Equities Rebound as Iran Proposal Eases Geopolitical Concerns

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

April 27, 2026 at 11:34 AM IST

iStock.com

The Hidden Chokepoints Threatening the Global Economy

The closure of the Strait of Hormuz offers another stark reminder of the potential for concentrated supply chains to trigger cascading global crises. Despite repeated disruptions, governments have made little progress in mapping these vulnerabilities, leaving major economies dangerously unprepared for future shocks.

Diane Coyle

April 27, 2026 at 11:13 AM IST

iStock.com

For RIL, 2025-26 is the Year Energy Stopped Being the Dominant Business

It is still a major oil and gas company, but Jio Platforms, the holding company for Reliance’s telecom, broadband and digital services, is now the single largest profit pool.

Dev Chandrasekhar

April 25, 2026 at 9:36 AM IST

RIL

Market Wrap

Benchmarks Post Weekly Losses as Oil Surge and IT Selloff Hit Sentiment

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

April 24, 2026 at 11:39 AM IST

Brent Crude Above $106 as Hormuz Tensions Cloud Global Supply Outlook

BasisPoint Insight

April 24, 2026 at 9:42 AM IST

The Morning Edge

Cautious Mood Prevails Despite Israel-Lebanon Truce Extension

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

April 24, 2026 at 2:05 AM IST

iStock.com

Market Wrap

Equities Extend Decline as Oil Surge and Strait Blockade Weigh on Sentiment

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

April 23, 2026 at 11:32 AM IST

Amey Bane/iStockphoto.com

Deferred Fuel Price Reset Could Reprice India’s Inflation Path

Post-election fuel hikes risk setting off a staggered inflation cycle, with delayed pass-through, margin stress and tighter policy trade-offs.

Dhananjay Sinha

April 23, 2026 at 5:16 AM IST

iStock.com

When Molecules Vanish, Policy Cannot Delay the Reckoning

This is not just economics, but chemistry. Supply shocks are physical, and delaying price signals only shifts the burden to the fisc and foreign exchange.

Yield Scribe

April 23, 2026 at 3:31 AM IST

iStock.com

The Morning Edge

Ceasefire Optimism Drives Rally in Asia, but Tensions Simmer Beneath

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

April 23, 2026 at 1:39 AM IST

iStocks/tawatchaiprakobkit

Market Wrap

Benchmarks Fall as IT Slump Offsets Broader Market Strength

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

April 22, 2026 at 11:42 AM IST

iStock.com

The Morning Edge

Asia Rises on Cautious Risk-on as US-Iran Talks Hopes Build

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

April 21, 2026 at 1:53 AM IST

Market Wrap

Equities End Flat as US-Iran Ceasefire Uncertainty Caps Gains

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

April 20, 2026 at 11:35 AM IST

The Morning Edge

Risk Aversion Rises as Hormuz Tensions Flare Again

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

April 20, 2026 at 1:27 AM IST

iStock.com

Hormuz Open for Commercial Shipping as Trump, Iran Signal Détente

BasisPoint Insight

April 17, 2026 at 2:04 PM IST

The Morning Edge

Asia Opens Higher as US-Iran Deal Optimism Lifts Sentiment

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

April 16, 2026 at 1:26 AM IST

Foreign Ministry, Islamic Republic of Iran

Services Export May Overtake Merchandise in 2026-27, Fingers Crossed on AI

Services exports rose 7.9% to $418.3 billion in 2025-26, compared with merchandise exports of $441.8 billion.

Ajay Srivastava

April 15, 2026 at 3:24 PM IST

iStock.com

The Morning Edge:

Asia Markets Rise as Diplomacy Hopes Drive Risk-On Sentiment

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

April 15, 2026 at 1:48 AM IST

iStock.com

Market Wrap

Equities Fall as Oil Breaches $100, West Asia Tensions Weigh

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

April 13, 2026 at 11:40 AM IST

Rural India’s Twin Shock Tests Policy Resilience

A weak monsoon and rising input costs risk squeezing rural incomes, lifting inflation, and complicating policy trade-offs in 2026.

Dhananjay Sinha

April 13, 2026 at 3:04 AM IST

iStock.com

The Morning Edge

Asia Equities Fall Amid Blockade and Oil Price Spike

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

April 13, 2026 at 1:33 AM IST

White House

Geopolitics

Stalled Talks, Iran Still Holds the Cards

Truce talks exposed fault lines, not convergence. With negotiations stalling and leverage intact, Iran appears better placed in this phase.

Rajesh Mahapatra

April 12, 2026 at 3:28 PM IST

Via WikiCommons

US Threatens Naval Blockade of Hormuz, Escalates Iran Standoff

BasisPoint Insight

April 12, 2026 at 2:22 PM IST

iStock.com

Will the Iran War Accelerate or Delay Energy Transition?

War-driven energy shocks raise costs and uncertainty, forcing a trade-off: accelerate the shift to renewables or delay transition as economies fall back on fossil fuels for stability.

G. Chandrashekhar

April 12, 2026 at 7:09 AM IST

iStock.com

Monetary Policy

Calm Policy, Stormy Skies

A prolonged pause is expected through 2026-27, but the bias has shifted. What once hinted at easing now suggests the next move is more likely a hike than a cut.

Shubhada Rao, Vivek Kumar, and Yuvika Singhal

April 10, 2026 at 2:06 AM IST

iStock.com

The Morning Edge

Asia Edges Higher but Fragile Ceasefire Keeps Risk Mood Cautious

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

April 10, 2026 at 1:58 AM IST

iStock.com

Market Wrap

Equities Fall as West Asia Tensions Rekindle, Oil Spike Weighs

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

April 9, 2026 at 11:33 AM IST

Monetary Policy

Rupee Pressure Rewrites RBI’s Policy Playbook

With dollar/rupee assumptions reset and oil elevated, the RBI’s policy focus is shifting from growth-inflation balance to FX stability.

Yield Scribe

April 9, 2026 at 2:49 AM IST

Anurag Vijay/CC

Monetary Policy

Risk Signals, Not Reassurance from RBI’s GDP, CPI Projections

RBI’s latest projections acknowledge a harder macro trade-off, with external shocks reviving inflation risks and forcing policy into a more conditional, risk-managed stance.

BasisPoint Groupthink

April 8, 2026 at 10:43 AM IST

iStock.com

Hormuz Reset Redraws Power Lines in West Asia

A fragile US-Iran ceasefire signals a shift in Gulf power dynamics, currency flows, and strategic alignments, with implications far beyond oil markets

Rajesh Ramachandran

April 8, 2026 at 9:06 AM IST

Pavel Muravev/iStock.com

The Morning Edge

Asia Markets Surge as US-Iran Ceasefire Triggers Risk-on Rally

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

April 8, 2026 at 1:52 AM IST

Via WikiCommons

US and Iran Agree to Conditional Two-Week Ceasefire, Oil Prices Slide

US and Iran agree to a conditional two-week ceasefire tied to Strait of Hormuz access, easing tensions and triggering a sharp fall in global oil prices.

BasisPoint Insight

April 8, 2026 at 1:16 AM IST

iStock.com

The Morning Edge

Markets Rise Cautiously Amid Ongoing US-Iran Negotiations

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

April 7, 2026 at 1:58 AM IST

Monetary Policy

RBI’s Real Test Lies Beyond Rates in a War-Driven World

Oil shock, capital outflows and a fragile rupee are recasting policy limits, forcing the RBI to defend stability beyond rates alone.

Madhavankutty G

April 6, 2026 at 5:24 AM IST

War, Woes and Worries: The MPC's Policy Perplexity

As the Middle East conflict roils oil markets and rattles capital flows, India's Monetary Policy Committee faces a near-impossible balancing act.

Rajendra Paramanik

Unninarayanan Kurup

April 4, 2026 at 10:34 AM IST

Pavel Muravev/iStock.com

Market Wrap

Benchmarks Recover Losses on Rupee Surge on RBI Measures

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

April 2, 2026 at 11:35 AM IST

iStock.com

The Morning Edge

Risk Appetite Returns as Trump Signals Possible US Exit From War

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

BasisPoint Insight

April 1, 2026 at 1:46 AM IST

White House

India’s Oil Response Needs a Demand Signal Too

As supply lines hold for now, the absence of price and consumption signals risks delaying adjustment and amplifying the macro impact of any disruption

Aabhas Pandya

March 30, 2026 at 4:11 AM IST

iStock.com

The Global Economy's Many Chokepoints

In a highly decentralized and competitive network, investors are incentivized to optimize for efficiency rather than for resilience. This dynamic has produced a highly fragile global economy, owing to single points of failure that extend far beyond geographical bottlenecks like the Strait of Hormuz.

Michael Spence

March 29, 2026 at 4:19 AM IST

Via WikiCommons

Market Wrap

Rupee Hits Record Low, Equities Log Fifth Straight Weekly Loss

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

March 27, 2026 at 11:39 AM IST

Inflation’s Triple Shock: Crude, Crops and Currency Pressures

A volatile oil market, fragile farm outlook and weakening rupee threaten to stoke inflation, testing policy credibility and burdening India’s most vulnerable.

G. Chandrashekhar

March 27, 2026 at 8:21 AM IST

iStock.com

Excise Duty Cut on Petrol, Diesel to Cost the Govt ₹1.55 Trillion: Emkay Global

BasisPoint Insight

March 27, 2026 at 4:07 AM IST

iStock.com

From the Iran Conflict to the Battle for Hormuz

As Trump signals peace while tensions escalate, the conflict risks shifting from brinkmanship to control over the Strait of Hormuz, with far-reaching implications.

Rajesh Mahapatra

March 25, 2026 at 6:36 AM IST

iStock.com

Hormuz Risk, Not Headlines, Will Define the Oil Shock

Markets are trading ceasefire optics, not supply realities. The real risk lies in Hormuz, where disrupted flows can turn an oil spike into persistent inflation.

Aabhas Pandya

March 24, 2026 at 7:00 AM IST

iStock.com

Hormuz Risk Calls for India’s Energy Statecraft Reset

As Hormuz risks reshape energy access, India must move beyond markets to secure supply through strategy, diversification, and calibrated statecraft.

Rajesh Mahapatra

March 23, 2026 at 2:49 PM IST

iStock.com

Market Wrap

Equities Slip into Oversold Territory as Iran War Drives 10% Loss Since Conflict Began

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

March 23, 2026 at 11:48 AM IST

Trump Postpones Strikes on Iranian Energy Sites After “Productive” Talks With Tehran

BasisPoint Insight

March 23, 2026 at 11:37 AM IST

PM Flags “Unprecedented” Economic Pressure from Iran Conflict; Govt Forms GoM to Tackle Impact

BasisPoint Insight

March 23, 2026 at 11:17 AM IST

When Prices Break from the Map

The Iran conflict is fragmenting energy markets by route, not supply, creating persistent cost pressures and complicating the inflation outlook for importers.

Yield Scribe

March 23, 2026 at 4:28 AM IST

iStock.com

The Morning Edge

Asian Equities Sink as Energy Infrastructure Threats Rattle Investors

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

March 23, 2026 at 1:52 AM IST

Week in Numbers: Tracking India’s Economic Pulse

The sharp rise in crude oil prices and disruption in trade routes threaten to push India’s inflation trajectory and current account deficit off balance.

Datametricx

March 21, 2026 at 11:12 AM IST

WikiCommons

The Morning Edge

Asia Equities Edge Higher Despite Persistent Oil Risks

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

March 17, 2026 at 1:35 AM IST

iStock.com

Market Wrap

Equities Snap Three-Day Losing Streak on Value Buying and Auto Rebound

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

March 16, 2026 at 11:50 AM IST

The Morning Edge

Asian Markets Mixed as Oil Near $100 Keeps Investors on Edge

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

March 16, 2026 at 1:57 AM IST

WikiCommons

West Asia War Tests India’s Energy, Trade and Financial Stability

As the Israel-Iran conflict widens, risks to oil flows, remittances, capital flows and the rupee are rising, forcing India to balance growth with external stability

D. Tripati Rao

March 15, 2026 at 6:53 AM IST

iStock.com

Market Wrap

Benchmarks Post Worst Week in Years as West Asia War Drives Oil Above $100

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

March 13, 2026 at 11:35 AM IST

Indian Planners Failed to Wargame the West Asia Crisis

The West Asian war is exposing gaps in India’s energy security, strategic planning and diplomacy, raising hard questions about preparedness and autonomy.

Rajesh Ramachandran

March 13, 2026 at 11:05 AM IST

iStock.com

India’s LPG Rescue Is Creating a Hidden Cost Shock for Industry

India’s diversion of LPG supply to protect households is tightening the supply of petrochemical feedstocks, raising costs for plastics processors, glassmakers and restaurant chains.

Krishnadevan V

March 13, 2026 at 5:55 AM IST

www.bharatpetroleum.in

Oil Shock From Iran Conflict May Test RBI’s Policy Comfort

A surge in crude prices and rupee weakness could complicate the RBI’s benign inflation outlook if the West Asia conflict proves prolonged.

Richard Fargose

March 13, 2026 at 2:26 AM IST

Poonam Gupta/LinkedIn

The Morning Edge

Oil Above $100 Weighs on Asia Stocks Amid Extended Hormuz Closure Fears

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

March 13, 2026 at 1:49 AM IST

WikiCommons

When Geopolitics Enters the Bank’s Risk Ledger

Rising credit costs, slower deposits, and geopolitical shocks are converging. Banks must detect borrower stress early before risks reach balance sheets.

K. Srinivasa Rao

March 12, 2026 at 4:40 AM IST

Twin Risks of War and Weather Threaten Indian Economy

A widening West Asian conflict and a looming El Niño are creating a dangerous mix for the Indian economy, as higher energy costs and weather-hit crops could push inflation up and complicate growth prospects.

G. Chandrashekhar

March 11, 2026 at 9:03 AM IST

WikiCommons

The Morning Edge

Risk-On Returns to Asia as Trump Signals Iran Conflict May End Soon

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

March 10, 2026 at 1:49 AM IST

Global Markets Are Learning to Price Geopolitics First

Geopolitics is reshaping global finance. From bond yields to supply chains, markets now price political alignment and strategic power alongside economics.

Chandrika Soyantar

March 9, 2026 at 4:18 AM IST

Market Wrap

Equities Post Worst Week in Over a Year as Oil Surges to 20-Month High

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

March 6, 2026 at 11:38 AM IST

Oil Shock Arithmetic Under a Wider West Asia Conflict

A widening US-Iran conflict raises oil, inflation and CAD risks for India, with fiscal trade-offs sharpening if crude sustains above $65 per barrel.

Madhavi Arora

March 1, 2026 at 5:46 PM IST

iStock.com

The Bureau

Asia Stocks Rally as Softer US Inflation Data Dials Back Fed Hike Bets

India Creates Legal Framework to Ban Forced-Labor Imports, May Help Avoid More US Tariff

Growth Slows in 9 India Services Sub-Sectors in April, Improves in 10; Wholesale, Retail Among Laggards

India April 1-July 13 Net Direct Tax Collections Rise 16.4% to ₹6.51 Trillion

Mining, Manufacturing Prices Jumped April-June, Shows New PPI Series

India June WPI Inflation Rises to 9.87%; Food, Core Stay Hot

India June CPI Highest Since December 2024 as Food Inflation Tops 5%

Flawed Design, Poor Planning Make Extreme Heat Conditions Worse For Indian Cities

The Foster Mother of Lodhi Garden

Shyam Sundar Sharma