A low-key Budget proposal on total return swaps could transform India’s corporate bond market if regulators align infrastructure, liquidity and risk appetite in time.
Karan Mehrishi
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
AI dazzles, markets swing and elites stumble, yet accountability still anchors civilisation in an age of noise and overreach.
R. Gurumurthy
PIB
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
BasisPoint Insight
US Federal Reserve
RBI tightens pledge-backed takeover funding while opening bank-led acquisition loans, shifting Indian M&A toward cash-flow strength and real equity.
Krishnadevan V
As AI tools grow more powerful, fears are mounting that they could disrupt India’s IT-led growth and threaten white-collar jobs. The real question is whether humans and AI will compete or collaborate, and whether India can turn disruption into opportunity.
Nilanjan Banik
istocks
RBI’s TRS framework promises synthetic liquidity in corporate bonds, but without deeper cash markets, derivatives may amplify fragility, not depth.
As alarmist calls on the rupee clash with the IMF’s own labels, this piece asks why exchange rates matter, and why stability cannot be left to markets alone.
Michael Debabrata Patra
Lower January core CPI numbers in the new series, reduced gross borrowing, and softer global yields pause the selloff, though heavy supply keeps the bears around.
Yield Scribe
A parapet falls, a life ends, and the math never adds up. Yet we navigate a city where negligence is just the cost of doing business.
Phynix
IT stocks clawed back from steep morning losses, yet the selloff says investors are repricing the model as AI turns from tailwind to threat.
NIFTY IT has fallen 25%, erasing ₹9 trillion. As AI disrupts billing models, is this capitulation or the start of a deeper reinvention?
Dhananjay Sinha
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 Singh Chauhan, a former IRS official, is a Senior Visiting Fellow at ICPP, Ashoka University
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 Editorial Director 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.
Arvind Mayaram, former Finance Secretary, is Chairman of the Institute of Development Studies, Jaipur.