The Next Crisis: Too Liquid to Fail, Too Clever by Half

When every crisis is met with more liquidity, risk mutates. The next meltdown may expose the limits of faith in money as the ultimate fix.

R. Gurumurthy

October 20, 2025 at 5:39 AM IST

iStock.com

The Morning Edge

Safe-Haven Rally Deepens as US–China Trade War Escalates Over Rare Earths

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

October 16, 2025 at 1:39 AM IST

iStock.com/Rawf8

Briefing

Myth of Currency Debasement

Markets often mistake monetary flexibility for monetary decay. The greater risk lies in misreading cycles as signs of systemic erosion.

V Thiagarajan

October 12, 2025 at 4:16 PM IST

Opinion

Gold’s Rational Resilience in an Irrational World

For central banks, gold is not a relic of history but a rational hedge against the politics for & of money, the fragility of debt, and the unpredictability of power.

Srinath Sridharan

October 12, 2025 at 3:33 PM IST

Screengrab from "RBI Unlocked: Beyond the Rupee" series (JioHotstar)

Week in Numbers – Tracking India’s Economic Pulse

There are early signs that the GST rate cuts are beginning to filter through the system. E-way bills in September and automobile sales during the Navaratri week indicate a promising start.

Datametricx

October 12, 2025 at 2:17 PM IST

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

BasisPoint Insight

October 10, 2025 at 12:07 PM IST

stock/Andy

The Case for IMF Gold Sales

The IMF’s gold reserves are worth over $350 billion – more than Chile’s GDP. Selling just 10% of these holdings would generate enough funds to offset this year’s foreign-aid cuts.

Tim Hirschel-Burns and Marina Zucker-Marques

October 10, 2025 at 5:33 AM IST

iStock.com

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

October 9, 2025 at 1:42 AM IST

Federal Reserve

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

October 8, 2025 at 1:34 AM IST

stock/Andy

Briefing

Bitcoin Inside - Are We Smelling a Super-Prime Crisis?

Strive’s $1.3 billion deal shows how Bitcoin inside corporate wrappers creates systemic risk

R. Gurumurthy

September 24, 2025 at 9:13 AM IST

Istock/BlackJack3D

India’s Gold Muscle Is Wasted Without Market Credibility

India buys a fifth of the world’s gold yet takes cues from London and New York. Without trust, transparency and reform, import muscle means little.

G. Chandrashekhar

September 18, 2025 at 9:35 AM IST

stock/Andy

The Morning Edge

Trump Urges EU Tariffs on China, India; Gold Hits Record Amid Rate-Cut Bets

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

September 10, 2025 at 1:27 AM IST

baona/iStock.com

Central Banks Swipe Right on Gold, Left on the Dollar

India’s rising reserves mask a deeper truth, as the age of dollar monogamy gives way to messy multipolar dating games.

R. Gurumurthy

August 20, 2025 at 4:39 PM IST

iStock.com

Inflation’s All Zen Unless You Buy Coconuts, Oils or Little Gold on the Side

Record-low inflation sounds dreamy, unless your shopping list includes coconuts, cooking oil, or a bit of gold for the bank locker.

BasisPoint Insight

August 15, 2025 at 8:04 AM IST

iStock.com

All That Glitters: Gold Reserves Surge in Challenge to Dollar’s “Exorbitant Privilege”

Central banks are hoarding gold at record pace, hedging against dollar risk and geopolitical shocks. The yellow metal may not dethrone* the greenback yet, but it is back in the game.

Michael Debabrata Patra

August 14, 2025 at 3:27 AM IST

Screengrab from "RBI Unlocked: Beyond the Rupee" series (JioHotstar)

Is Titan's Valuation Glow Beginning to Fade?

Titan’s jewellery growth, in April-June, lags expectation amid soaring gold prices and flat buyer base, pressuring its premium valuation outlook.

Dev Chandrasekhar

July 16, 2025 at 9:38 AM IST

iStock.com/rvimages

Kerala’s Inflation Crisis Exposes India’s Blind Spot

Kerala’s surging prices expose India’s inflation blind spot, underscoring the need for tailored, state-level policy responses.

Richard Fargose

July 16, 2025 at 1:29 AM IST

istocks/rchphoto

When Uncertainty Reigns, All That Glitters Is Gold

Geopolitical fractures and currency weakness revive gold’s relevance, positioning it as a dual hedge alongside equities for Indian investors.

Manoj Rane

May 2, 2025 at 5:33 AM IST

iStock.com/rvimages

Gold: Security Blanket Or Speculator’s Dream?

Gold’s rise is driven less by fundamentals and more by fear, with central banks and speculators shaping its identity as both safety net and bubble.

R. Gurumurthy

May 2, 2025 at 5:16 AM IST

iStock.com/D. Talukdar

Digest

The Morning Edge: Euro And Gold Emerge As Safe Havens Amid Tariff Turmoil

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

April 14, 2025 at 1:21 AM IST

The Morning Edge: Gold Soars to Record High as Trade War Fears Mount

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

March 31, 2025 at 2:09 AM IST

Govt Pulls The Plug On Gold Monetisation Scheme

BasisPoint Insight

March 25, 2025 at 4:50 PM IST

A Golden Blunder: The Costly Mistake Of Tackling India’s Gold Obsession

The sovereign gold bond scheme was meant to curb India's gold hunger. Instead, it has turned into a fiscal nightmare, with the government trapped in a gilded debt spiral.

BasisPoint Groupthink

March 21, 2025 at 9:14 AM IST

iStock.com/D. Talukdar

The Morning Edge: Gold Surges Past $3,000 for First Time Amid Tariff-Driven Uncertainty

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

March 17, 2025 at 1:25 AM IST

The Morning Edge – Gold, MPC Minutes

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

February 21, 2025 at 1:35 AM IST

The Next Crisis: Too Liquid to Fail, Too Clever by Half

The Morning Edge

Safe-Haven Rally Deepens as US–China Trade War Escalates Over Rare Earths

Briefing

Myth of Currency Debasement

Opinion

Gold’s Rational Resilience in an Irrational World

Week in Numbers – Tracking India’s Economic Pulse

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

The Case for IMF Gold Sales

The Morning Edge

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

The Morning Edge

Caution Reigns as Gold Shines Bright in Risk-Off Trade

Briefing

Bitcoin Inside - Are We Smelling a Super-Prime Crisis?

India’s Gold Muscle Is Wasted Without Market Credibility

The Morning Edge

Trump Urges EU Tariffs on China, India; Gold Hits Record Amid Rate-Cut Bets

Central Banks Swipe Right on Gold, Left on the Dollar

Inflation’s All Zen Unless You Buy Coconuts, Oils or Little Gold on the Side

All That Glitters: Gold Reserves Surge in Challenge to Dollar’s “Exorbitant Privilege”

Is Titan's Valuation Glow Beginning to Fade?

Kerala’s Inflation Crisis Exposes India’s Blind Spot

When Uncertainty Reigns, All That Glitters Is Gold

Gold: Security Blanket Or Speculator’s Dream?

Digest

The Morning Edge: Euro And Gold Emerge As Safe Havens Amid Tariff Turmoil

Newsletter

The Morning Edge: Gold Soars to Record High as Trade War Fears Mount

Govt Pulls The Plug On Gold Monetisation Scheme

A Golden Blunder: The Costly Mistake Of Tackling India’s Gold Obsession

Newsletter

The Morning Edge: Gold Surges Past $3,000 for First Time Amid Tariff-Driven Uncertainty

The Morning Edge – Gold, MPC Minutes

The Bureau