Dehuti Jani

May 15, 2026 at 11:41 AM IST

iStock.com

Petrol, Diesel Prices Raised by ₹3/Litre as OMCs Pass on Crude Price Surge: PTI

Petrol and diesel prices rise by ₹3 per litre as oil companies pass on higher crude costs amid continued geopolitical tensions and supply concerns.

BasisPoint Insight

May 15, 2026 at 1:55 AM IST

iStock.com

Market Wrap

Equities Rebound as US-China Trade Progress Boosts Sentiment

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

May 14, 2026 at 11:40 AM IST

iStock.com

Why Resilience Is Becoming the New Currency of Energy

As wars, climate shocks and fractured trade reshape energy markets, countries are discovering that efficiency alone can no longer guarantee energy security.

Anshuman Gupta

May 14, 2026 at 7:35 AM IST

Istock.com

India Approves ₹375 Billion Scheme to Incentivise Coal Gasification Projects

BasisPoint Insight

May 13, 2026 at 1:10 PM IST

Market Wrap

Rupee All Time Low; Equities Rebound Marginally After Four-Day Selloff

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

May 13, 2026 at 11:41 AM IST

The Morning Edge

Asian Markets Mixed; Trump-Xi Talks in Focus as Middle East Tensions Persist

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

May 13, 2026 at 2:12 AM IST

Market Wrap

Equities Sink as Oil Shock and Weakening US-Iran Truce Trigger Selloff

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

May 12, 2026 at 11:46 AM IST

iStock.com

The Morning Edge

Asian Markets Rise Despite Fresh US-Iran Ceasefire Concerns

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

May 12, 2026 at 1:55 AM IST

White House/Via WikiCommons

The Morning Edge

Asian Equities Waver Amid Fresh West Asia Geopolitical 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.

Richard Fargose

May 11, 2026 at 2:05 AM IST

iStock.com

Week in Numbers: Tracking India’s Economic Pulse

The war in West Asia and the sharp increase in crude oil prices notwithstanding, demand for automobiles has continued to remain largely unscathed.

Datametricx

May 9, 2026 at 11:32 AM IST

Istock.com

Market Wrap

Equities Extend Decline as Renewed US-Iran Tensions Dents Sentiment

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

May 8, 2026 at 11:44 AM IST

The Morning Edge

Fragile Ceasefire Keeps Markets on Edge Amid Fresh Hostilities

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

May 8, 2026 at 1:56 AM IST

iStock.com

Market Wrap

Benchmarks End Flat as Softer Oil Prices Offset Profit Booking

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

May 7, 2026 at 11:43 AM IST

iStock.com

From Firepower to Fragility

A pause in US-Iran hostilities calms markets briefly, but unresolved tensions, energy risks, and shifting power dynamics keep the geopolitical fault lines active.

Dhananjay Sinha

May 7, 2026 at 2:00 AM IST

iStock.com

The Morning Edge

Risk Appetite Returns on Signs of US-Iran Breakthrough

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

May 7, 2026 at 1:47 AM IST

Kagenmi

West Bengal Shift Raises Stakes For India–Bangladesh Ties

Political change in West Bengal could reshape cross-border dynamics, with migration, water sharing, and strategic alignment emerging as key pressure points in bilateral relations

Saibal Dasgupta

May 6, 2026 at 6:57 AM IST

stock.com

The Morning Edge

Asia Rallies in Risk-On Mood as Oil Falls, Diplomacy Gains Traction

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

May 6, 2026 at 1:51 AM IST

iStock.com

Market Wrap

Equities Slip as Oil Surge and Rupee Weakness Weigh on Sentiment

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

May 5, 2026 at 11:40 AM IST

iStock.com

UAE’s OPEC Exit Could Erode Cartel's Cohesion

The UAE stayed in OPEC for six decades. It took one strategic pivot and $150 billion in capacity investment to end that relationship. The consequences for global oil supply and pricing could be far-reaching.

G. Chandrashekhar

May 5, 2026 at 8:53 AM IST

istocks/imaginima

Economic Shocks in 2026-27: What the Forecasts Aren’t Telling Us

Despite upbeat forecasts, India faces oil shocks, climate risks and trade disruptions. The real challenge lies in navigating unseen fault lines.

Sharmila Kantha

May 5, 2026 at 6:10 AM IST

Istock.com

The Morning Edge

Markets on Edge as Hormuz Conflict Reignites Volatility

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

May 5, 2026 at 1:50 AM IST

iStock.com

Market Wrap

Softer Oil and State Election Trends Lifts Equities; but IT and Banks Cap Upside

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

May 4, 2026 at 11:54 AM IST

istocks

The Morning Edge

Asia Mixed With Cautious Risk-on as Oil Steadies, Hormuz Tensions Ease

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

May 4, 2026 at 1:18 AM IST

iStock.com

Market Wrap

Equities Fall as Brent Crude Nears Four-Year High and Rupee Hits Record Low

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

April 30, 2026 at 11:45 AM IST

Policy Denial Meets OIS Pricing in India’s Inflation Reality

Markets price tightening even as policy resists fuel pass-through. This gap risks unanchored inflation expectations and strains fiscal and FX stability.

Yield Scribe

April 30, 2026 at 8:24 AM IST

Economic Review Flags Supply Risks as India Faces a Harder Inflation Test

The latest economic review signals resilience, but supply disruptions may soon test growth, inflation, and policy tools in ways that demand management cannot offset.

BasisPoint Groupthink

April 30, 2026 at 6:12 AM IST

Istock.com

The Rupee’s Mauna Kea Problem: What We Don’t See Matters More

The rupee debate fixates on visible costs, ignoring hidden fiscal risks, political compulsions and market psychology that make inaction far riskier.

Vivek Kaul

April 30, 2026 at 3:52 AM IST

iStock.com

The Morning Edge

Asian Markets Down as Oil Surge, FOMC Division Weighs on Sentiment

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

Dehuti Jani

April 30, 2026 at 1:52 AM IST

Federal Reserve

Fertiliser Reforms Cannot Wait for Another Election to End or War to Begin

Subsidy distortions skew fertiliser use as the Iran conflict disrupts global supply chains, lifting input costs and making correction of India’s NPK imbalance more urgent

TK Arun

April 29, 2026 at 12:05 PM IST

Istock

The Morning Edge

Oil Surge and Policy Uncertainty Keep Asian Markets on Edge

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

Dehuti Jani

April 29, 2026 at 2:03 AM IST

istocks

Market Wrap

Benchmarks Slip as Oil Above $110, RBI Norms Pressure Banks

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

April 28, 2026 at 11:53 AM IST

The Morning Edge

Asian Markets Drift Lower Ahead of BOJ Decision and Iran Developments

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

Dehuti Jani

April 28, 2026 at 2:11 AM IST

iStock.com

Market Wrap

Equities Rebound as Iran Proposal Eases Geopolitical Concerns

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

April 27, 2026 at 11:34 AM IST

iStock.com

The Hidden Chokepoints Threatening the Global Economy

The closure of the Strait of Hormuz offers another stark reminder of the potential for concentrated supply chains to trigger cascading global crises. Despite repeated disruptions, governments have made little progress in mapping these vulnerabilities, leaving major economies dangerously unprepared for future shocks.

Diane Coyle

April 27, 2026 at 11:13 AM IST

iStock.com

For RIL, 2025-26 is the Year Energy Stopped Being the Dominant Business

It is still a major oil and gas company, but Jio Platforms, the holding company for Reliance’s telecom, broadband and digital services, is now the single largest profit pool.

Dev Chandrasekhar

April 25, 2026 at 9:36 AM IST

RIL

Market Wrap

Benchmarks Post Weekly Losses as Oil Surge and IT Selloff Hit Sentiment

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

April 24, 2026 at 11:39 AM IST

Brent Crude Above $106 as Hormuz Tensions Cloud Global Supply Outlook

BasisPoint Insight

April 24, 2026 at 9:42 AM IST

The Morning Edge

Cautious Mood Prevails Despite Israel-Lebanon Truce Extension

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

April 24, 2026 at 2:05 AM IST

iStock.com

Market Wrap

Equities Extend Decline as Oil Surge and Strait Blockade Weigh on Sentiment

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

April 23, 2026 at 11:32 AM IST

Amey Bane/iStockphoto.com

Deferred Fuel Price Reset Could Reprice India’s Inflation Path

Post-election fuel hikes risk setting off a staggered inflation cycle, with delayed pass-through, margin stress and tighter policy trade-offs.

Dhananjay Sinha

April 23, 2026 at 5:16 AM IST

iStock.com

When Molecules Vanish, Policy Cannot Delay the Reckoning

This is not just economics, but chemistry. Supply shocks are physical, and delaying price signals only shifts the burden to the fisc and foreign exchange.

Yield Scribe

April 23, 2026 at 3:31 AM IST

iStock.com

The Morning Edge

Ceasefire Optimism Drives Rally in Asia, but Tensions Simmer Beneath

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

April 23, 2026 at 1:39 AM IST

iStocks/tawatchaiprakobkit

Market Wrap

Benchmarks Fall as IT Slump Offsets Broader Market Strength

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

April 22, 2026 at 11:42 AM IST

iStock.com

The Morning Edge

Asia Rises on Cautious Risk-on as US-Iran Talks Hopes Build

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

April 21, 2026 at 1:53 AM IST

Market Wrap

Equities End Flat as US-Iran Ceasefire Uncertainty Caps Gains

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

April 20, 2026 at 11:35 AM IST

The Morning Edge

Risk Aversion Rises as Hormuz Tensions Flare Again

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

April 20, 2026 at 1:27 AM IST

iStock.com

Hormuz Open for Commercial Shipping as Trump, Iran Signal Détente

BasisPoint Insight

April 17, 2026 at 2:04 PM IST

The Morning Edge

Asia Opens Higher as US-Iran Deal Optimism Lifts Sentiment

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

April 16, 2026 at 1:26 AM IST

Foreign Ministry, Islamic Republic of Iran

Services Export May Overtake Merchandise in 2026-27, Fingers Crossed on AI

Services exports rose 7.9% to $418.3 billion in 2025-26, compared with merchandise exports of $441.8 billion.

Ajay Srivastava

April 15, 2026 at 3:24 PM IST

iStock.com

The Morning Edge:

Asia Markets Rise as Diplomacy Hopes Drive Risk-On Sentiment

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

April 15, 2026 at 1:48 AM IST

iStock.com

Market Wrap

Equities Fall as Oil Breaches $100, West Asia Tensions Weigh

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

April 13, 2026 at 11:40 AM IST

Rural India’s Twin Shock Tests Policy Resilience

A weak monsoon and rising input costs risk squeezing rural incomes, lifting inflation, and complicating policy trade-offs in 2026.

Dhananjay Sinha

April 13, 2026 at 3:04 AM IST

iStock.com

The Morning Edge

Asia Equities Fall Amid Blockade and Oil Price Spike

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

April 13, 2026 at 1:33 AM IST

White House

Geopolitics

Stalled Talks, Iran Still Holds the Cards

Truce talks exposed fault lines, not convergence. With negotiations stalling and leverage intact, Iran appears better placed in this phase.

Rajesh Mahapatra

April 12, 2026 at 3:28 PM IST

Via WikiCommons

US Threatens Naval Blockade of Hormuz, Escalates Iran Standoff

BasisPoint Insight

April 12, 2026 at 2:22 PM IST

iStock.com

Will the Iran War Accelerate or Delay Energy Transition?

War-driven energy shocks raise costs and uncertainty, forcing a trade-off: accelerate the shift to renewables or delay transition as economies fall back on fossil fuels for stability.

G. Chandrashekhar

April 12, 2026 at 7:09 AM IST

iStock.com

Monetary Policy

Calm Policy, Stormy Skies

A prolonged pause is expected through 2026-27, but the bias has shifted. What once hinted at easing now suggests the next move is more likely a hike than a cut.

Shubhada Rao, Vivek Kumar, and Yuvika Singhal

April 10, 2026 at 2:06 AM IST

iStock.com

The Morning Edge

Asia Edges Higher but Fragile Ceasefire Keeps Risk 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

April 10, 2026 at 1:58 AM IST

iStock.com

Market Wrap

Equities Fall as West Asia Tensions Rekindle, Oil Spike Weighs

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

April 9, 2026 at 11:33 AM IST

Monetary Policy

Rupee Pressure Rewrites RBI’s Policy Playbook

With dollar/rupee assumptions reset and oil elevated, the RBI’s policy focus is shifting from growth-inflation balance to FX stability.

Yield Scribe

April 9, 2026 at 2:49 AM IST

Anurag Vijay/CC

Monetary Policy

Risk Signals, Not Reassurance from RBI’s GDP, CPI Projections

RBI’s latest projections acknowledge a harder macro trade-off, with external shocks reviving inflation risks and forcing policy into a more conditional, risk-managed stance.

BasisPoint Groupthink

April 8, 2026 at 10:43 AM IST

iStock.com

Hormuz Reset Redraws Power Lines in West Asia

A fragile US-Iran ceasefire signals a shift in Gulf power dynamics, currency flows, and strategic alignments, with implications far beyond oil markets

Rajesh Ramachandran

April 8, 2026 at 9:06 AM IST

Pavel Muravev/iStock.com

The Morning Edge

Asia Markets Surge as US-Iran Ceasefire Triggers Risk-on Rally

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

April 8, 2026 at 1:52 AM IST

Via WikiCommons

US and Iran Agree to Conditional Two-Week Ceasefire, Oil Prices Slide

US and Iran agree to a conditional two-week ceasefire tied to Strait of Hormuz access, easing tensions and triggering a sharp fall in global oil prices.

BasisPoint Insight

April 8, 2026 at 1:16 AM IST

iStock.com

The Morning Edge

Markets Rise Cautiously Amid Ongoing US-Iran Negotiations

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

April 7, 2026 at 1:58 AM IST

Monetary Policy

RBI’s Real Test Lies Beyond Rates in a War-Driven World

Oil shock, capital outflows and a fragile rupee are recasting policy limits, forcing the RBI to defend stability beyond rates alone.

Madhavankutty G

April 6, 2026 at 5:24 AM IST

War, Woes and Worries: The MPC's Policy Perplexity

As the Middle East conflict roils oil markets and rattles capital flows, India's Monetary Policy Committee faces a near-impossible balancing act.

Rajendra Paramanik

Unninarayanan Kurup

April 4, 2026 at 10:34 AM IST

Pavel Muravev/iStock.com

Market Wrap

Benchmarks Recover Losses on Rupee Surge on RBI Measures

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

April 2, 2026 at 11:35 AM IST

iStock.com

The Morning Edge

Risk Appetite Returns as Trump Signals Possible US Exit From War

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.

BasisPoint Insight

April 1, 2026 at 1:46 AM IST

White House

India’s Oil Response Needs a Demand Signal Too

As supply lines hold for now, the absence of price and consumption signals risks delaying adjustment and amplifying the macro impact of any disruption

Aabhas Pandya

March 30, 2026 at 4:11 AM IST

iStock.com

The Global Economy's Many Chokepoints

In a highly decentralized and competitive network, investors are incentivized to optimize for efficiency rather than for resilience. This dynamic has produced a highly fragile global economy, owing to single points of failure that extend far beyond geographical bottlenecks like the Strait of Hormuz.

Michael Spence

March 29, 2026 at 4:19 AM IST

Via WikiCommons

Market Wrap

Rupee Hits Record Low, Equities Log Fifth Straight Weekly Loss

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

March 27, 2026 at 11:39 AM IST

Inflation’s Triple Shock: Crude, Crops and Currency Pressures

A volatile oil market, fragile farm outlook and weakening rupee threaten to stoke inflation, testing policy credibility and burdening India’s most vulnerable.

G. Chandrashekhar

March 27, 2026 at 8:21 AM IST

iStock.com

Excise Duty Cut on Petrol, Diesel to Cost the Govt ₹1.55 Trillion: Emkay Global

BasisPoint Insight

March 27, 2026 at 4:07 AM IST

iStock.com

From the Iran Conflict to the Battle for Hormuz

As Trump signals peace while tensions escalate, the conflict risks shifting from brinkmanship to control over the Strait of Hormuz, with far-reaching implications.

Rajesh Mahapatra

March 25, 2026 at 6:36 AM IST

iStock.com

Hormuz Risk, Not Headlines, Will Define the Oil Shock

Markets are trading ceasefire optics, not supply realities. The real risk lies in Hormuz, where disrupted flows can turn an oil spike into persistent inflation.

Aabhas Pandya

March 24, 2026 at 7:00 AM IST

iStock.com

Hormuz Risk Calls for India’s Energy Statecraft Reset

As Hormuz risks reshape energy access, India must move beyond markets to secure supply through strategy, diversification, and calibrated statecraft.

Rajesh Mahapatra

March 23, 2026 at 2:49 PM IST

iStock.com

Market Wrap

Equities Slip into Oversold Territory as Iran War Drives 10% Loss Since Conflict Began

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

March 23, 2026 at 11:48 AM IST

Trump Postpones Strikes on Iranian Energy Sites After “Productive” Talks With Tehran

BasisPoint Insight

March 23, 2026 at 11:37 AM IST

PM Flags “Unprecedented” Economic Pressure from Iran Conflict; Govt Forms GoM to Tackle Impact

BasisPoint Insight

March 23, 2026 at 11:17 AM IST

When Prices Break from the Map

The Iran conflict is fragmenting energy markets by route, not supply, creating persistent cost pressures and complicating the inflation outlook for importers.

Yield Scribe

March 23, 2026 at 4:28 AM IST

iStock.com

The Morning Edge

Asian Equities Sink as Energy Infrastructure Threats Rattle Investors

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

March 23, 2026 at 1:52 AM IST

Week in Numbers: Tracking India’s Economic Pulse

The sharp rise in crude oil prices and disruption in trade routes threaten to push India’s inflation trajectory and current account deficit off balance.

Datametricx

March 21, 2026 at 11:12 AM IST

WikiCommons

The Morning Edge

Asia Equities Edge Higher Despite Persistent Oil 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.

Richard Fargose

March 17, 2026 at 1:35 AM IST

iStock.com

Market Wrap

Equities Snap Three-Day Losing Streak on Value Buying and Auto Rebound

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

March 16, 2026 at 11:50 AM IST

The Morning Edge

Asian Markets Mixed as Oil Near $100 Keeps Investors on Edge

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

March 16, 2026 at 1:57 AM IST

WikiCommons

West Asia War Tests India’s Energy, Trade and Financial Stability

As the Israel-Iran conflict widens, risks to oil flows, remittances, capital flows and the rupee are rising, forcing India to balance growth with external stability

D. Tripati Rao

March 15, 2026 at 6:53 AM IST

iStock.com

Market Wrap

Benchmarks Post Worst Week in Years as West Asia War Drives Oil Above $100

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

March 13, 2026 at 11:35 AM IST

Indian Planners Failed to Wargame the West Asia Crisis

The West Asian war is exposing gaps in India’s energy security, strategic planning and diplomacy, raising hard questions about preparedness and autonomy.

Rajesh Ramachandran

March 13, 2026 at 11:05 AM IST

iStock.com

India’s LPG Rescue Is Creating a Hidden Cost Shock for Industry

India’s diversion of LPG supply to protect households is tightening the supply of petrochemical feedstocks, raising costs for plastics processors, glassmakers and restaurant chains.

Krishnadevan V

March 13, 2026 at 5:55 AM IST

www.bharatpetroleum.in

Oil Shock From Iran Conflict May Test RBI’s Policy Comfort

A surge in crude prices and rupee weakness could complicate the RBI’s benign inflation outlook if the West Asia conflict proves prolonged.

Richard Fargose

March 13, 2026 at 2:26 AM IST

Poonam Gupta/LinkedIn

The Morning Edge

Oil Above $100 Weighs on Asia Stocks Amid Extended Hormuz Closure Fears

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

March 13, 2026 at 1:49 AM IST

WikiCommons

When Geopolitics Enters the Bank’s Risk Ledger

Rising credit costs, slower deposits, and geopolitical shocks are converging. Banks must detect borrower stress early before risks reach balance sheets.

K. Srinivasa Rao

March 12, 2026 at 4:40 AM IST

Twin Risks of War and Weather Threaten Indian Economy

A widening West Asian conflict and a looming El Niño are creating a dangerous mix for the Indian economy, as higher energy costs and weather-hit crops could push inflation up and complicate growth prospects.

G. Chandrashekhar

March 11, 2026 at 9:03 AM IST

WikiCommons

The Morning Edge

Risk-On Returns to Asia as Trump Signals Iran Conflict May End Soon

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

March 10, 2026 at 1:49 AM IST

Global Markets Are Learning to Price Geopolitics First

Geopolitics is reshaping global finance. From bond yields to supply chains, markets now price political alignment and strategic power alongside economics.

Chandrika Soyantar

March 9, 2026 at 4:18 AM IST

Market Wrap

Equities Post Worst Week in Over a Year as Oil Surges to 20-Month High

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

March 6, 2026 at 11:38 AM IST

Oil Shock Arithmetic Under a Wider West Asia Conflict

A widening US-Iran conflict raises oil, inflation and CAD risks for India, with fiscal trade-offs sharpening if crude sustains above $65 per barrel.

Madhavi Arora

March 1, 2026 at 5:46 PM IST

iStock.com

The Bureau

Equities End Lower as Oil Surge and Rupee Weakness Weigh on Sentiment

India Trade Deficit Widens in April, Drags Rupee to Record Low

Govt Imposes Fresh Curbs on Gold Imports Under Advance Authorisation Scheme

India's Precious Metals Duty Hike Widens Dubai Arbitrage

India Approves ₹375 Billion Scheme to Incentivise Coal Gasification Projects

RBI Governor Says Will Need to Act If Price Pressures Get Entrenched: Bloomberg

Govt Raises Gold Import Duty Amid Oil Shock, Forex Concerns

Govt Approves MSP for Kharif Season, Raises Support Price for Paddy by ₹72/100 kg

Deficient Monsoon, Iran War: A Double Shock to India’s Rural Economy

Learning to Shoot: I Tried to Fly Before I Could Walk