India Should Discourage Excessive Investments in Equities

As money pours into equities, foreign investors cash out at lofty valuations, raising pressure on the rupee and creating wider economic risks.

Vivek Kaul

istock.com

Market Wrap

Equities Extend Weekly Rally on IT Strength; Bond Yields Steady

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

IPOs Have Changed. It’s Time Regulation Caught Up With Reality

IPOs are increasingly exit routes for founders, venture capitalists and private equity, not growth capital. Regulation must adapt as more and more risk is shifted to retail investors.

Vivek Kaul

iStock.com

The Morning Edge

Markets Mixed as Softer US Payrolls Boost Fed Pause 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

Market Wrap

Equities Rally on IT Rebound, Lower Oil; Bond Yields Decline

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

Short-Term Debt Market Found its Mojo Back in June, Here’s Why

The surge in CP-CD issues points to a shift in funding behaviour as easier liquidity conditions and lower short-term interest rates made these instruments more attractive.

Dehuti Jani

istock.com

Tokenising Corporate Bonds: Can Technology Deepen India’s Debt Market?

The corporate bond market continues to face deep structural challenges—limited market making, concentrated liquidity, a narrow investor base, and relatively low retail awareness. Whether technology can help overcome these challenges is the big question.

Venkatakrishnan Srinivasan

iStock.com

The Morning Edge

Risk-off Mood Grips Asia as Chip Selloff Outweighs Easing Oil Prices

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

iStock.com

Market Wrap

Equities Rise; Rupee Slides Before Fed Remarks

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

The Morning Edge

Risk appetite mixed as AI rally offsets lingering Middle East tensions

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

Kagenmi

Market Wrap

Equities End Lower on IT Weakness; Bond Yields Largely Unchanged

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

The Morning Edge

Asian Markets Mixed as Easing Us-Iran Tensions Offset Caution

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

Istock.com

Market Wrap

Equities Retreat; Bond Yields Extend Decline

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

Between Certainty and Chaos Lies the Business of Being Human

As policymakers, businesses and markets navigate an increasingly fragmented world, every difficult choice becomes a lesson in trust, resilience and uncertainty.

Phynix

US Fed

The Morning Edge

Asian Markets Cautious as West Asia Conflict Clouds Sentiment

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

Kagenmi

Jio’s Interest Burden Is High, Yet Its Funding Pattern Is Comfortingly Normal

Jio Platforms’ funding mix of deferred payments, leases and capitalised interest mirrors how airports, roads and other capital-intensive projects get built.

Krishnadevan V

Wikimedia Commons

Market Wrap

Equities Extend Rally to Third Week on Oil Drop; Rupee Gains

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

The Central Banking Desk

Fed Hike Case Faces PCE Test

Daily insights on the decisions, signals and risks shaping central-bank policy across the world’s major economies.

BasisPoint Insight

US Federal Reserve

The Morning Edge

Asia Equities Mixed; AI Spend Anxiety Trumps Iran Peace Progress

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

iStock.com

Columnists

Michael Debabrata Patra

Michael Patra is an economist and former RBI Deputy Governor.

Abheek Barua

Abheek is an Independent Economist and the Former Chief Economist at HDFC Bank.

Ajay Srivastava

Ajay Srivastava is the founder of the Global Trade Research Initiative.

Vijay Chauhan

Vijay Singh Chauhan, a former IRS official, is a Senior Visiting Fellow at ICPP, Ashoka University

Dhananjay Sinha

Dhananjay, a D-School alum, is CEO and Co-Head of Equities at Systematix Group.

Kirti Tarang Pande

Kriti is a psychologist specialising in mental health, org behaviour, and brand strategy

Srinath Sridharan

Srinath is an author, corporate advisor, and independent director on corporate boards.

Sharmila Chavaly

Ex-civil servant Chavaly held key Railways, Finance roles; specialises in infra & PPPs

Nilanjan Banik

Nilanjan Banik, Professor at Mahindra University, specialises in trade and development economics.

Rahul Ghosh

Rahul Ghosh is a banking and risk expert.

Rajesh Mahapatra

Rajesh Mahapatra is the former Editor of The Press Trust of India

Krishnadevan V

Krishnadevan is Editorial Director at BasisPoint Insight.

Dev Chandrasekhar

Chandra advises companies on big-picture narratives on strategy and markets.

Kalyan Ram

Kalyan Ram co-founded Cogencis. He now leads BasisPoint Insight.

R. Gurumurthy

Gurumurthy is an ex-central banker who handled markets, and later, financial stability for RBI.

Arvind Mayaram

Arvind Mayaram, former Finance Secretary, is Chairman of the Institute of Development Studies, Jaipur.

Vivek Kaul

Vivek Kaul is a writer and an economic commentator.

The Bureau

Equities Extend Weekly Rally on IT Strength; Bond Yields Steady

Make DGFT Faster: Timely Decisions Will Eliminate the Crowds

Markets Mixed as Softer US Payrolls Boost Fed Pause Hopes

Kotak Mahindra Bank to Acquire Deutsche Bank's India Retail, Wealth Businesses

HDFC Bank Names Former Finance Secretary & CEC Rajiv Kumar as Part-Time Chairman

India Quality-Control Reform May Ease BIS Delays, but Add Discretion - GTRI

Flawed Design, Poor Planning Make Extreme Heat Conditions Worse For Indian Cities

The Foster Mother of Lodhi Garden

Shyam Sundar Sharma