India Hard-Sells Oil PSUs as Government Grows Restless With Investor Apathy

Government stages unprecedented oil PSU roadshow to counter investor bias. Ministry and IOC management pitch systematic engagement strategy.

Krishnadevan V

iStock.com

The Morning Edge

Markets Cautious Despite Hopes of Trump–Xi Meeting

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

White House

Why the Dollar Is Quietly Winning Again

Political turmoil in Europe and Japan, and a genuine US productivity revival, are fuelling a dollar rebound few expected.

Yield Scribe

iStock/Pla2na

The Morning Edge

Risk-Off Mood Grips Markets as US-China Trade War Fears Resurface

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/Rawf8

Surviving the Three-Body Problem of Modern Economics and Identity

As geopolitics, tech, and human nature pull in opposite directions, India’s economy tries to find balance in its own Three-Body Problem.

Phynix

Kremlin

Opinion

Tata Trust Crisis: Silence Is Not a Strategy

A silence this loud can be deafening. As factional rifts shake the Tata Trusts, the Group’s famed moral halo is being tested fully by questions of both ownership and governance it cannot ignore.

Minari Shah

tata.com

Gold ETFs Log Record Inflows in September; Equity Fund Inflows Ease for Second Month

BasisPoint Insight

stock/Andy

The Morning Edge

Ceasefire Eases Geopolitical Tensions, But US Shutdown Keeps Markets Guarded

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

Jaber Jehad Badwan/Via WikiCommons

Why the State May Have Chosen to Nudge the Tatas

When elephants fight, it is the grass that suffers – an African proverb

Sohini Ghosh

Wikimedia Commons

The Morning Edge

Markets Turn Risk-On Amid AI Boom, Fed Rate-Cut Hopes

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

Federal Reserve

The Most Profitable Part of LG Electronics Is the Least Obvious

LG Electronics has a profitable business hiding in the open and powering its margins

Krishnadevan V

iStock.com

The Morning Edge

Caution Reigns as Gold Shines Bright in Risk-Off Trade

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

stock/Andy

Traders Should Brace For Shock From GIFT City’s Daily Option Expiry Push

GIFT City’s daily expiry options could quietly reshape NSE’s rhythm as offshore flows ripple into Mumbai’s markets. Traders must adapt fast.

Krishnadevan V

Pooja T S/Via Wikicommons

Briefing

The Paradox of Prediction: Why We Can't Stop Forecasting What We Can't Know

Making economic forecasts is inherently uncertain, as unforeseen variables can influence outcomes. Preparing for multiple scenarios can help mitigate the risks of unpredictability.

Babuji K

iStock.com

When RBI Rules Push a Tata Giant to Market, Unexpected Openings Emerge

Tata Capital's regulatory-driven IPO offers investors exposure to an established NBFC brand whose valuation merits scrutiny.

Krishnadevan V

tata.com

The Morning Edge

Investors Turn Defensive on US Shutdown, Europe’s Political 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

The Stain Theory of Investing

From tariffs to AI, every setback is being spun into a strategy. Investors should beware India’s growing stain premium before the rinse begins.

Krishnadevan V

Amey Bane/iStockphoto.com

Where Silence, Air, and Fragility Meet in a Changing World

RBI policy, investment caution, climate finance, and trade gaps show how fragile systems and decisions define what we preserve and what slips away.

Phynix

iStock.com

The Morning Edge

Risk-Off Mood Persists Despite Nikkei’s Record High

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

Wikkicommans

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, trade expert & ex-IRS officer, works with Deloitte India and Ashoka University’s ICPP.

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.

Sachin Malhotra

Sachin was till recently an MD with Standard Chartered Bank.

Rajesh Mahapatra

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

Krishnadevan V

Krishnadevan is Consulting Editor 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.

The Bureau

Markets Cautious Despite Hopes of Trump–Xi Meeting

India’s September Retail Inflation Lowest Since 2017; Core Rises to 4.5%

Gold ETFs Log Record Inflows in September; Equity Fund Inflows Ease for Second Month

Steel Industry Gets Temporary Relief on BIS Rule; GTRI Urges Full Rollback

As Bihar Turns Into a Battleground, Swing Voters Could Rewrite the Map

India’s Biggest Investor Base Is Still on the Sidelines

Centre Primes States With Early Cash Before Festivals

RBI Reopens Rate Door, December Cut Alive

Will India's Ban on Online Money Games Work? Or Will It Meet the Same Fate as Liquor Prohibition?

Jallikattu: Tamil Nadu’s Ancient Bull-Taming Tradition

Markets

The Morning Edge

The Morning Edge

Newsletter

Opinion

The Morning Edge

The Morning Edge

The Morning Edge

Briefing

The Morning Edge

Newsletter

The Morning Edge

Michael Debabrata Patra

TK Arun

Abheek Barua

Ajay Srivastava

Vijay Chauhan

Dhananjay Sinha

Kirti Tarang Pande

Srinath Sridharan

Sharmila Chavaly

Nilanjan Banik

Sachin Malhotra

Rajesh Mahapatra

Krishnadevan V

Dev Chandrasekhar

Kalyan Ram

R. Gurumurthy

The Bureau