Cash Cows, Not Tech Leaders

Indian IT fattens shareholders with buybacks, but starves itself of ideas. Cash cows seldom become global tech pioneers.

BasisPoint Groupthink

iStock.com

The Morning Edge

Powell Frames Fed Cut as Risk Management, Equities Struggle for Direction

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

Crushed Volatility: How SEBI’s Clampdown Risks Killing the Options Game

SEBI’s clampdown on arbitrageurs has exposed retail traders’ habits, crushed implied volatility, and raised a sobering question.

Sanjay Mansabdar

iStock.com

The Morning Edge

TikTok Win-Win Deal Seen, but Fed Rate Decision Keeps Markets on Edge

Richard Fargose

Via WikiCommons

The Morning Edge

Trump Urges Fed for Larger Rate Cut; US and China Reach TikTok Framework Agreement

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

Court Unquote

Personality Rights, Jane Street, Sunjay Kapur’s Family Feud and More

Your weekly rundown of significant judicial rulings and legal battles influencing policy, companies, regulation, and governance.

BasisPoint Insight

Sona Comstar

Nepal’s Spirit of Repair and Revolt Holds Lessons for the World

In Kathmandu’s squares, scaffolding holds up temples shattered in 2015. That same resilience fuels Gen Z’s revolt and holds a lesson for India’s economy.

Phynix

Via WikiCommons

The Morning Edge

Asia Stocks Mixed; Fed Cut Hopes and US-China Talks in Focus

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/Rawf8

Why India’s Stock Markets are Poised for a Major Shift

SEBI reforms unlock mega IPOs and foreign capital with SWAGAT initiative, setting the stage for stable, long-term investments in India

BasisPoint Groupthink

Jimmy vikas/cc

Digest

Equities Ride GST Hopes as Bonds, Rupee Struggle With Fiscal, Trade Risks

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

Richard Fargose

The Morning Edge

US CPI Rise Overlooked as Fed Cut Bets Drive Markets; Bessent to meet Chinese Vice Premier

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

The US Department of the Treasury

NCDEX’s Equities Foray May Diversify Markets but Imperils Agri-Futures

SEBI’s nod for NCDEX to enter equities aims to dilute the NSE-BSE duopoly. But it may also quietly kill India’s agricultural commodity derivatives market.

Sanjay Mansabdar

Via WikiCommons

Why Liquidity Could Be the Next Big Breakthrough for India’s AIF Market

India’s AIF market has soared in scale, but illiquidity holds it back. A secondary market could be the breakthrough to unlock trust, access and capital.

Omkar Ghaisas

iStock.com

The Morning Edge

Rising Geopolitical Tensions Lift Oil Prices, Keep Market Mood Cautious

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

European Central Bank

France's Manufactured Debt and Government Drama

The yield on 30-year French government bonds has reached its highest level since 2011, and the yield on ten-year bonds is at Italian levels.

Jean-Pierre Landau

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

baona/iStock.com

The Morning Edge

Asian Equities Gain on Fed Cut Bets, but Global Political Risks Keep Markets Cautious

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/aristotoo

The Morning Edge

Equities Gain on Fed Rate-Cut Optimism; Yen Slides Amid Japan’s Political Transition

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

The Village That Sings and Economies That Shrug with Resilience

From a whistling village in Meghalaya to the global economy’s resilience against tariffs, it’s all about improvisation in turbulent times.

Phynix

iStock.com

Columnists

Michael Debabrata Patra

Michael Patra is an economist and former RBI Deputy Governor.

TK Arun

Arun is a seasoned writer on economic and policy matters.

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, trade expert & ex-IRS officer, works with Deloitte India and Ashoka University’s ICPP.

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.

Sachin Malhotra

Sachin was till recently an MD with Standard Chartered Bank.

Rajesh Mahapatra

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

Krishnadevan V

Krishnadevan is Consulting Editor 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.

The Bureau

Fed Shifts Toward Job Market Risks With First Rate Cut Since December

Powell Frames Fed Cut as Risk Management, Equities Struggle for Direction

India’s CPI Inflation Rises to 2.07% in August, First Uptick in 10 Months

Fitch Lifts India’s 2025–26 Growth Forecast to 6.9% on Resilient Domestic Demand

Moody’s Warns AI Could Redefine Sovereign and Corporate Credit by 2030

GST Overhaul Seen Adding 0.7-0.8% to GDP this Year

Setting the Record Straight on Trump’s India Rant

Why is Nepal Burning; What It Means for India? | Rajesh Mahapatra ft SD Muni

Sarci-Sense: About Silent Goodbyes & How Middle-Age Friendships Disappear

iStock.com

Markets

The Morning Edge

The Morning Edge

The Morning Edge

Court Unquote

Newsletter

The Morning Edge

Digest

The Morning Edge

The Morning Edge

The Morning Edge

The Morning Edge

The Morning Edge

Newsletter

Michael Debabrata Patra

TK Arun

Abheek Barua

Ajay Srivastava

Vijay Chauhan

Dhananjay Sinha

Kirti Tarang Pande

Srinath Sridharan

Sharmila Chavaly

Nilanjan Banik

Sachin Malhotra

Rajesh Mahapatra

Krishnadevan V

Dev Chandrasekhar

Kalyan Ram

The Bureau