As money pours into equities, foreign investors cash out at lofty valuations, raising pressure on the rupee and creating wider economic risks.
Vivek Kaul
istock.com
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
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
US Fed
India’s tax system makes leveraged speculation cheaper than share ownership. Lower cash-market STT and curb incentives for ultra-short options.
R. Gurumurthy
SBI Funds, a passive-heavy, bank-distributed AMC, will test how far regulators and markets let fee yields stretch as India’s savings shift to mutual funds.
Krishnadevan V
www.sbimf.com
Amey Bane/iStockphoto.com
The unlisted enterprise creation ecosystem is always quietly financing India's industrial ambitions for decades
Chandrika Soyantar
India’s retail market boom is building capital, but for many new traders, it is also becoming a risky substitute for secure income and paid work.c
Karnati Kiran Kumar
Istock.com
istocks
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
iStock.com
Michael Patra is an economist and former RBI Deputy Governor.
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.
Rahul Ghosh is a banking and risk expert.
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.
Arvind Mayaram, former Finance Secretary, is Chairman of the Institute of Development Studies, Jaipur.
Vivek Kaul is a writer and an economic commentator.