SEBI revives open-market buybacks, but tax changes skew incentives, pushing promoters toward tender offers and limiting meaningful adoption.
Krishnadevan V
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
Foreign Ministry, Islamic Republic of Iran
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
Exchange rate depreciation is often read as an engine of growth. For India, import dependence and balance sheet vulnerabilities tell a different story.
V Thiagarajan
India's mutual funds are winning an ownership battle that foreign investors are walking away from. The question is whether that advantage is being built, or just inherited.
Via WikiCommons
RBI’s forex intervention faces limits as speculation and structural dollar demand persist, raising questions on signalling, strategy, and policy credibility.
Smita Roy Trivedi
Abhiman Das
Bata's slowdown reflects a structural shift as growth and pricing power move to format-led brands targeting specific consumer segments.
White House
The $1 billion round values the data-centre subsidiary at $3.1 billion, but hyperscaler ambitions, power constraints and fierce rivals test whether the bet pays off.
Dev Chandrasekhar
Istock.com
istocks
Banks seek to defer MTM losses as yields rise, but masking volatility risks weakening discipline and blurring the line between transparency and regulatory convenience.
R. Gurumurthy
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.
Arvind Mayaram, former Finance Secretary, is Chairman of the Institute of Development Studies, Jaipur.