Money Market Signals Fear of RBI Tightening Amid Oil Risk

Rates in money markets indicate that dealers are reacting not merely to liquidity conditions, but to expectations around the future policy path.

BasisPoint Insight

Market Wrap

Benchmarks End Lower, Post Monthly Losses Amid US-Iran Uncertainty

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

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

Taiwan’s Concentration Looks More Valuable Than India

Markets now reward AI bottlenecks over broad diversification as TSMC overtakes India inside EM benchmarks.

Krishnadevan V

Istock.com

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

iStock.com

The Morning Edge

Asian Markets Turn Risk-On Despite Fragile US-Iran Ceasefire

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

Kagenmi

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

India’s $700 Billion Forex Reserve Cushion Masks Weakening Intervention Firepower

Falling FX assets and rising forward dollar liabilities erode deployable reserves.

Richard Fargose

istock.com

Masters of the Universe: How Bull Market Prophets Turned Bear Market Lobbyists

Bull run swagger has given way to tax-cut lobbying, exposing how quickly market narratives collapse when rallies fade.

Vivek Kaul

Amey Bane/iStockphoto.com

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

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

ITC's Conglomerate Structure Hides Its Peer-Beating Digital Build

ITC's digital commerce presence has nearly doubled in five years, but the market is still pricing the parent that owns it.

Dev Chandrasekhar

istock.com

Happiness Is a Policy Choice, and India Is Still Writing the Manual

A weakening rupee, energy shocks and fragile institutions reveal that the distance between living well and growing fast has never felt wider.

Phynix

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

iStock.com

Rupee Stages Sharp Rebound as RBI Intervention Turns Sentiment

After nearly touching 97 per dollar earlier this week, the rupee reeled back into the 95 territory as RBI intervention coincided with improving sentiment around the Iran truce.

Richard Fargose

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

Kagenmi

The Morning Edge

Asia Stocks Advance as Investors Track West Asia Diplomacy

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

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

iStock.com

The Morning Edge

Asia Markets Rise as Iran Deal Hopes Lift Risk Appetite

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

iStock.com

Columnists

Michael Debabrata Patra

Michael Patra is an economist and former RBI Deputy Governor.

TK Arun

Arun is a seasoned writer on economic and policy matters.

Abheek Barua

Abheek is an Independent Economist and the Former Chief Economist at HDFC Bank.

Ajay Srivastava

Ajay Srivastava is the founder of the Global Trade Research Initiative.

Vijay Chauhan

Vijay Singh Chauhan, a former IRS official, is a Senior Visiting Fellow at ICPP, Ashoka University

Dhananjay Sinha

Dhananjay, a D-School alum, is CEO and Co-Head of Equities at Systematix Group.

Kirti Tarang Pande

Kriti is a psychologist specialising in mental health, org behaviour, and brand strategy

Srinath Sridharan

Srinath is an author, corporate advisor, and independent director on corporate boards.

Sharmila Chavaly

Ex-civil servant Chavaly held key Railways, Finance roles; specialises in infra & PPPs

Nilanjan Banik

Nilanjan Banik, Professor at Mahindra University, specialises in trade and development economics.

Rahul Ghosh

Rahul Ghosh is a banking and risk expert.

Rajesh Mahapatra

Rajesh Mahapatra is the former Editor of The Press Trust of India

Krishnadevan V

Krishnadevan is Editorial Director at BasisPoint Insight.

Dev Chandrasekhar

Chandra advises companies on big-picture narratives on strategy and markets.

Kalyan Ram

Kalyan Ram co-founded Cogencis. He now leads BasisPoint Insight.

R. Gurumurthy

Gurumurthy is an ex-central banker who handled markets, and later, financial stability for RBI.

Arvind Mayaram

Arvind Mayaram, former Finance Secretary, is Chairman of the Institute of Development Studies, Jaipur.

The Bureau

RBI Surplus Leaves Thin Fiscal Buffer, But May Ease Liquidity, QuantEco Says

RBI Forward Book Shows ₹434 Billion Valuation Loss As Rupee Pressure Bites

India Cuts Monsoon Rain Forecast to 90%

RBI Says Bond Yields May Face Upward Pressure If Global Easing Stalls

Cash Growth Outpaces Economy as Currency in Circulation Rises Nearly 12%

Large-Ticket Frauds Drive Sharp Rise in Bank Fraud Value Despite Fewer Cases: RBI Report

RBI to Sharpen Focus on Neutral Rate in Wider Policy Modelling Push

RBI to Transfer Record ₹2.87 Trillion Surplus To Govt, CRB Buffer Set Lower at 6.5%

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

Learning to Shoot: I Tried to Fly Before I Could Walk