A low-key Budget proposal on total return swaps could transform India’s corporate bond market if regulators align infrastructure, liquidity and risk appetite in time.
Karan Mehrishi
An unexpected arrest has introduced uncertainty just as India’s first payments bank to win small finance bank approval begins a delicate regulatory shift.
T. Bijoy Idicheriah
iStock.com
Upward tweaks to 2025-26 growth mask a smaller economic base and a post-pandemic expansion closer to 4–5%, reshaping the macro narrative.
Dhananjay Sinha
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
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
BasisPoint Insight
Jimmy vikas/cc
A delayed decision on N Chandrasekaran’s third term shows how Tata’s owners are redrawing the limits of professional power at Bombay House.
Krishnadevan V
Via WikiCommons
NSDL’s settlement glitch exposed vulnerabilities in India’s market infrastructure, testing SEBI’s BCP norms and the resilience of core depository systems.
Indra Chourasia
An RBI rule has turned a chairmanship extension into a deeper contest over control, stewardship and the future architecture of India’s most influential conglomerate.
R. Gurumurthy
tata.com
Budget incentives revive municipal bonds, but without restoring 2017 rigour and adding climate safeguards, cities risk fragile debt growth.
Sharmila Chavaly
MCGM
The rupee is seen ending March near 90.40, with RBI intervention and weak FDI flows limiting appreciation despite seasonal support.
Floating exchange rates were meant to absorb shocks. This essay shows how, in emerging economies, they have often magnified crises instead.
Michael Debabrata Patra
iStocks/Dmitry Vinogradov
India's truck recovery looks more V-shaped on the sales charts than on the profit and loss account.
Indian bank stocks trade at premium multiples, but slowing incomes, retail credit risks and margin normalisation may test that confidence soon.
Michael Patra is an economist and former RBI Deputy Governor.
Arun is a seasoned writer on economic and policy matters.
Abheek is an Independent Economist and the Former Chief Economist at HDFC Bank.
Ajay Srivastava is the founder of the Global Trade Research Initiative.
Vijay Singh Chauhan, a former IRS official, is a Senior Visiting Fellow at ICPP, Ashoka University
Dhananjay, a D-School alum, is CEO and Co-Head of Equities at Systematix Group.
Kriti is a psychologist specialising in mental health, org behaviour, and brand strategy
Srinath is an author, corporate advisor, and independent director on corporate boards.
Ex-civil servant Chavaly held key Railways, Finance roles; specialises in infra & PPPs
Nilanjan Banik, Professor at Mahindra University, specialises in trade and development economics.
Sachin was till recently an MD with Standard Chartered Bank.
Rajesh Mahapatra is the former Editor of The Press Trust of India
Krishnadevan is Editorial Director at BasisPoint Insight.
Chandra advises companies on big-picture narratives on strategy and markets.
Kalyan Ram co-founded Cogencis. He now leads BasisPoint Insight.
Gurumurthy is an ex-central banker who handled markets, and later, financial stability for RBI.
Lt Gen Syed Ata Hasnain is a former Commander of India’s Kashmir Corps.
Arvind Mayaram, former Finance Secretary, is Chairman of the Institute of Development Studies, Jaipur.