The MPC cut rates despite the rupee’s wobble, signalling what policy has long implied. The currency is simply not a factor in the RBI’s rate calculus.
BasisPoint Groupthink
InstaHelp’s rapid expansion has pushed Urban Company back into losses, testing investor faith after the IPO.
Krishnadevan V
Urban Company
IPO exits masquerade as entry, bond markets ignore rate cuts, and policy struggles to move beyond spectacle to sense.
Phynix
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
US Coast Guard
The world’s largest coal producer appears all set hunker down on optimising coal infrastructure even as demand and supply turn towards renewables, abandoning transformation for managed decline
Dev Chandrasekhar
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
Paytm’s AI and Postpaid pitch impressed on growth but unsettled investors on cash flow, disclosure clarity, and whether its bigger story still fits the numbers.
iStocks/tawatchaiprakobkit
Rate cuts, benign inflation and strong growth optics should have eased yields. The bond market’s refusal to comply is a warning of deeper structural fault lines.
Madhavi Arora
European Central Bank
Exit doors disguised as entry points: By the time the bell rings, the real money has already left the building.
R. Gurumurthy
Amey Bane/iStockphoto.com
istocks/imaginima
From RBI recalibration to trade shocks and tech risks, India’s economy is learning to balance growth, control, and chaos, much like curating the perfect playlist.
The IPO boom reflects domestic confidence, rising retail participation and improving market depth. But exuberance, mispricing and volatility warrant caution.
Michael Debabrata Patra
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, trade expert & ex-IRS officer, works with Deloitte India and Ashoka University’s ICPP.
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 Consulting Editor 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.
Lt Gen Syed Ata Hasnain is a former Commander of India’s Kashmir Corps.