Why are retail investors pouring money into select funds at stretched valuations, and why are fund managers so silent about the risks investors are taking in pursuit of returns?
Vivek Kaul
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
Mutual fund buying has outgunned FPI selling by a factor of over 5x even as markets continue to tank. The relationship isn't entirely cut and dry, though
Ujval Nanavati
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.
Nandinee Keluskar
Costlier hedging may ease pressure on the rupee, but a lasting turnaround needs stronger capital inflows, not just restrictions on dollar demand.
Yield Scribe
Istock.com
Tata’s founders return in a fictional Greek satire where independence needs permission, and every governance crisis generates recurring revenue for lawyers.
Ashutosh Tyagi
tata.com
The RBI’s China-style reserve rule seeks to slow dollar buying, but lower forward premiums may come at the cost of leaving importers less hedged.
Kalyan Ram
BasisPoint Insight
istocks/imaginima
The RBI can make betting against the rupee harder. Restoring confidence requires firmer monetary policy, not a verdict on markets’ rationality.
istocks
Amey Bane/iStockphoto.com
When memories of easy gains meet months of stagnation, can investors distinguish a market in crisis from one that is simply testing their patience?
iStock.com/ sreeyashlohiya
The rupee may be undervalued, but dollar demand, costly oil and weak capital flows leave the RBI managing a decline it cannot simply talk away.
Richard Fargose
Vivek Kaul is a writer and an economic commentator.
Michael Patra is an economist and former RBI Deputy Governor.
Dr Subbarao is a former governor of RBI
Arvind Mayaram, former Finance Secretary, is Chairman of the Institute of Development Studies, Jaipur.
Dr Ashima Goyal is an Economist, Ex MPC Member.
Ajay Srivastava is the founder of the Global Trade Research Initiative.
Abheek Barua is the former Chief Economist of HDFC Bank. He teaches at Ashoka University.
Vijay Singh Chauhan, a former IRS official, is a Senior Visiting Fellow at ICPP, Ashoka University
Gurumurthy is an ex-central banker who handled markets, and later, financial stability for RBI.
Gaura is Chief Economist at IDFC First Bank.
Sharmila Kantha is an industrial policy specialist and author.
Lt Gen Hasnain is Governor, Bihar, and Former Commander of Chinar Corps.
Dhananjay, a D-School alum, is CEO and Co-Head of Equities at Systematix Group.
Ex-civil servant Chavaly held key Railways, Finance roles; specialises in infra & PPPs
Srinath is an author, corporate advisor, and independent director on corporate boards.
Amitabh Tiwari tracks politics with a strategic eye