India’s ₹1.43 Trillion Margin Boom Carries a Korean Warning

India’s MTF book is near a record, turning retail participation into a test of leverage, liquidity and forced selling.

Krishnadevan V

istock.com

RBI Governor Says Early FCNR(B) Closure Was calibration, Not U-turn: Financial Express

BasisPoint Insight

The Morning Edge

Asian Markets Recover as Bond Yields Retreat From Multi-year Highs

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

The US Department of the Treasury

Market Wrap: Equities Extend Losing Streak, Rupee Weakens As Crude, Global Yields Rise

Indian equity benchmarks extended their losing streak on Wednesday as elevated crude oil prices and rising global bond yields weighed on risk appetite.

Dehuti Jani

Istock.com

The Morning Edge

Asia Stocks Slide as Global Bond Yields Hit Multi-year Highs

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

iStock.com

Market Wrap

Equities Extend Losing Streak As West Asia Tensions Keep Oil, Yields Elevated

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

Sensex Will Touch 10,00,000 Points by 2047

Forecasts sell certainty, confidence and power. But when dates slip and predictions fail, the smartest forecasters push the deadline far enough into the future to escape scrutiny.

Vivek Kaul

iStock.com

The Morning Edge

Asian Stocks Choppy as Ceasefire Expiry Revives Oil, Inflation Risks

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

iStock.com

Market Wrap

Equities Extend Losing Run as Oil Nears $90; Rupee, Bonds Weaken on RBI Move

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

Markets Are Paying a Growing Price for Their Retreat From Transparency

Private credit, AI financing and weaker disclosure rules are creating exposures that markets cannot see, price or contain with confidence.

Sanjay Mansabdar

istock.com

The Morning Edge

Asian Stocks Move Sideways as Oil Surge Meets Softer US Data

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

istock.com

Market Wrap

Nifty Down on Uncertainty Over Crude Supply; Rupee Ends Lower for the Week

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

The Morning Edge

Asian Markets Rise as Earnings Boost Risk Appetite Despite Iran 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.

Nandinee Keluskar

iStock.com

Market Wrap

Equities Mixed, Rupee Steady; Bond Yields Rise as Crude Prices Ease

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

iStock.com

A Perfect Closing Price Is Not Enough

SEBI’s closing auction may improve price discovery, but early volatility shows that market confidence matters as much as the final price itself.

R. Gurumurthy

iStock.com

The Morning Edge

Asia Stocks Rally as Soft US Inflation Data Dials Back Fed Hike 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.

Nandinee Keluskar

istocks/imaginima

At Tata, One Old Order Gives Way to Another

Chandrasekaran’s exit reopens the question the group has never settled: how independently Tata Sons can be led from the family-controlled Trusts.

The Independent Director

Market Wrap

Equities Fall, Rupee Strengthens as CPI Rises; Bond Yields Ease

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

Tata’s Listed Wealth Cannot Wait on a Private Deadlock

Tata’s private succession deadlock now affects listed-company investors, strengthening the case for public accountability at Tata Sons.

Krishnadevan V

Tata Sons

Columnists

Vivek Kaul

Vivek Kaul is a writer and an economic commentator.

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.

Michael Debabrata Patra

Michael Patra is an economist and former RBI Deputy Governor.

The Bureau

RBI Governor Says Early FCNR(B) Closure Was calibration, Not U-turn: Financial Express

December Rate Hike a Live Option After Hawkish MPC Minutes - QuantEco

RBI Action Deserves Premium Over Communication, Says SBI Research

MPC Minutes Break Dovish Policy Read as Members Flag Rate-Hike Risks

RBI MPC Hawkish Minutes Hedge Rate-Hike Signals with Linguistic Caveats

UPI & RuPay Payments May Soon Cost You: — Here’s What Could Change

The Foster Mother of Lodhi Garden