Monetary Transmission Is Both Alive And Dead Like Schrödinger’s Cat

Liquidity is plentiful, rates are low, yet credit growth is muted. Monetary transmission in India remains a paradox that defies easy solutions.

Yield Scribe

July 7, 2025 at 5:13 AM IST

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Proxy Warfare Loses Its Edge Against Sustained State Countermeasures

Iran’s and Pakistan’s reliance on proxy warfare is under strain as sustained, multi-domain responses expose its declining strategic value.

Lt Gen Syed Ata Hasnain (Retd)

June 30, 2025 at 8:16 AM IST

khamenei.ir/Via WikiCommons

Seven Strategic Wake-Up Calls From The Iran-Israel Conflict

From betrayal and bad allies to weak air defences and R&D gaps, the Iran-Israel war delivers pointed military lessons for India and the world.

Saibal Dasgupta

June 26, 2025 at 4:10 AM IST

Saeed Qaq/Anadolu via Getty Images

Israel-Iran Conflict

An Iranian Bomb Just Became More Likely

Despite pursuing new nuclear negotiations with Iran, the US has joined Israel in abandoning strategic patience in favour of spasmodic force.

Brahma Chellaney

June 25, 2025 at 6:48 AM IST

iStock.com

Trump Announces Ceasefire Between Israel And Iran, Markets Rally As Tensions Ease

Trump announces Israel-Iran ceasefire after 12-day conflict; global stocks rally, oil prices plunge as war fears ease and Strait of Hormuz risk subsides.

BasisPoint Insight

June 24, 2025 at 1:37 AM IST

iStock.com

Digest

The Morning Edge: US Strikes on Iran’s Nuclear Sites, Warns of More if No Peace Deal

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 23, 2025 at 1:27 AM IST

iStock.com

Israel-Iran Conflict

US Entry To Test India’s Diplomacy, Studied Neutrality

The world stands closer to a World War III–type confrontation than at any point in decades with the US and Israel attacking Iran, China and Russia backing Tehran, and Pakistan quietly aligning with Washington. For India, this is a moment of high stakes.

Ajay Srivastava

June 22, 2025 at 8:03 AM IST

White House

Israel-Iran conflict

US Joins War In Middle East, Trump Warns Tehran Against Retaliation

US joins Israel in bombing Iran’s nuclear sites, as Trump warns of more strikes and Tehran retaliates with fresh missile attacks.

Arshad Hussain

June 22, 2025 at 7:09 AM IST

A Dangerous Threshold In The Iran-Israel Nuclear Standoff

Targeting Iran’s nuclear facilities risks crossing a line the world has never dared breach and could redraw the rules of modern warfare forever.

Saibal Dasgupta

June 20, 2025 at 4:25 AM IST

Unpredictability Rules As Israel Tries To Break Iran

Israel may have the firepower, Iran the will, but the deeper risk is that this war could spiral into a global crisis with no winners.

Lt Gen Syed Ata Hasnain (Retd)

June 20, 2025 at 3:58 AM IST

iStock.com

Digest

The Morning Edge: Rate Cuts in Europe Reflect Dimming Inflation Outlook, Global Uncertainty

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 20, 2025 at 1:33 AM IST

Israel-Iran Conflict

India And The Gulf Crisis: Navigating Rising Risks

As Iran-Israel tensions rise, India braces for oil shocks. A $10 crude spike may widen the CAD by $15 billion.

Nilanjan Banik

June 19, 2025 at 11:40 AM IST

Pavel Muravev/iStock.com

Andamans May Hold Panacea For India’s Oil Trouble

As oil demand soars and import bills balloon, a potential mega discovery in the Andamans could be India’s long-awaited energy breakthrough.

Aabhas Pandya

June 19, 2025 at 6:20 AM IST

iStock.com

Digest

The Morning Edge: Fed Holds Rates, Signals Cuts Ahead as Trump Slams Powell

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 19, 2025 at 1:22 AM IST

US Federal Reserve

Digest

Equities End Lower on Midcap Drag; Rupee Hits Over 2-Month Low

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

June 18, 2025 at 12:41 PM IST

Basis Life

The Warzones Of Today Have No Borders

And the fire we ignore abroad may soon burn through our own certainties.

Srinath Sridharan

Kirti Tarang Pande

June 18, 2025 at 7:50 AM IST

AI generated

Digest

The Morning Edge: Trump Demands Iran’s Surrender; Fed Weighs Economic Risks Amid Rising Tensions

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 18, 2025 at 1:28 AM IST

Digest

Equities Slide; Rupee Slips Amid West Asia Conflict, FII Outflows

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

June 17, 2025 at 12:25 PM IST

Offscript Weekly: Dignity In The Ashes, Hope On One Leg

Amid wreckage and war cries, hope moved. One leg at a time. This week, dignity rose quietly while power made noise.

Ranjana Chauhan

June 17, 2025 at 7:16 AM IST

Dave Morton/Via Wikicommons

Israel-Iran Conflict

Collateral Risks Outweigh Bilateral Trade Exposure For India

As conflict escalates in West Asia, India faces rising risks—not from direct trade loss, but from potential disruptions to vital shipping lanes that underpin its energy security and export flows.

Ajay Srivastava

June 16, 2025 at 3:04 PM IST

Saeed Qaq/Anadolu via Getty Images

Digest

Equities Rebound; Bond Yields Ease On Value Buying

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

June 16, 2025 at 1:19 PM IST

India's Limited Trade With Israel, Iran Keeps Macro Risks In Check

BasisPoint Insight

June 16, 2025 at 10:15 AM IST

India's Oil Stocks Split on Iran-Israel Crisis

The crisis highlights investment tensions: marketers and refiners struggle with volatile costs and regulated pricing, while upstream producers face renewable transition risks.

Dev Chandrasekhar

June 16, 2025 at 8:07 AM IST

istocks/imaginima

Digest

The Morning Edge: Gulf Selloff Deepens, Safe-Haven Assets Rise Amid Israel-Iran Escalation

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 16, 2025 at 1:17 AM IST

Bombs And Drones Leave The Middle East In Flux

Israel's strikes on Iran mark a risky new phase in shadow warfare, testing deterrence, red lines, and the fragile balance in the Middle East.

Lt Gen Syed Ata Hasnain (Retd)

June 14, 2025 at 11:34 AM IST

Digest

The Morning Edge: Israel Launches Pre-emptive Strike on Iran as US Pushes Diplomatic Track

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

June 13, 2025 at 1:25 AM IST

Israel-Iran Conflict

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