GST rationalisation gives growth a fiscal lifeline but deepens deficit fears, leaving India’s bond market trapped in a “higher for longer” yield cycle.
Yield Scribe
iStock.com
BasisPoint Insight
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
US Federal Reserve
An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.
Federal Reserve
Longer-dated contracts and reduced leverage will push trades to alternative assets and foreign jurisdictions, defeating the regulator’s objectives.
Dev Chandrasekhar
Sunil Goel
From Hanoi’s daily sweep to India’s economic experiments, resilience isn’t about erasing chaos but learning to move with and through it.
Phynix
Screengrab
PepsiCo bottler Varun Beverages battles intensifying competition as volumes fall 3% amid aggressive pricing pressure from Campa and Coke rivals.
Krishnadevan V
istocks
Why are US stocks soaring even as debt balloons, tariffs bite, and foreign investors lose faith in America’s fiscal credibility? Is Wall Street in denial, or bracing for the next big crash?
Desmond Lachman
Damien VERRIER/iStock.com
Jio abandons discount strategy in calculated shift from subscriber growth to profitability, signalling IPO readiness
iStock.com/MAGNIFIER
A courtroom battle over Mumbai’s Lilavati Trust has put HDFC Bank chief Sashidhar Jagdishan’s reputation on trial far beyond the balance sheet.
BasisPoint Groupthink
WikiCommons
Michael Patra is an economist and former RBI Deputy Governor.
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