Retail traders lost ₹3.85 trillion in F&O over five years, as instruments created to hedge risk became vehicles for speculation.
Vivek Kaul
iStock.com
An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them
Tresha Dias
SEBI data show IPO anchor investor exits build over time. An anchor list signals demand at the offer price, not value, conviction or permanent ownership.
Krishnadevan V
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
Dehuti Jani
istock.com
CAS improves the cash-market close, but its first monthly expiry exposed a costly gap between auction price discovery and derivatives hedging.
Babuji K
Istock.com
A festive-season rebound in gold and silver demand could lift bullion imports and add to dollar demand, deepening pressure on an already weak rupee.
Richard Fargose
iStock.com/D. Talukdar
The MPC minutes challenged the market's initial dovish interpretation of the policy. In the bond market, that means investors are not saying long-term rates are headed upward, but instead that short-term rate uncertainty requires a higher premium.
Extended trading hours can deepen liquidity, improve global market overlap and widen international access to Indian securities markets.
Indra Chourasia
The US AI boom carries echoes of Japan’s asset bubble, with easy money, opaque leverage and an investment surge whose returns remain uncertain.
Sanjay Mansabdar
The US Department of the Treasury
Kagenmi
BasisPoint Insight
Indian equity benchmarks extended their losing streak on Wednesday as elevated crude oil prices and rising global bond yields weighed on risk appetite.
Vivek Kaul is a writer and an economic commentator.
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.