Rebasing Reality: Will 2022–23 GDP Expose the K-Curve?

India’s new GDP base year may correct long-standing distortions. But if survey data are fully integrated, growth could be marked lower, validating what markets already sense.

Dhananjay Sinha

February 26, 2026 at 5:05 PM IST

iStock.com

India Is Quietly Becoming the World’s Valuation Magnet

India’s markets now price local arms above global parents. LG, Hyundai show valuation inversion, capital migration and a new listing gravity.

Chandrika Soyantar

February 23, 2026 at 11:09 AM IST

iStock.com

Budget 2026

Does the Market Reaction Mean the Budget Was a Big Disappointment?

Despite a sharp post-Budget market fall, the government stayed fiscally prudent, raised capex targets, and stuck to deficit goals—signals markets may soon reassess.

Chokkalingam G

February 2, 2026 at 5:07 AM IST

Amey Bane/iStockphoto.com

Budget 2026

A Budget for Capital Formation, Not Just Fiscal Bookkeeping

India’s real budget challenge isn’t deficit maths but mobilising patient capital, deep savings and long-term risk-taking in a capital-scarce economy.

R. Gurumurthy

January 19, 2026 at 6:42 AM IST

iStock.com

Budget 2026

Budget’s Bond Test Lies in Solving the States’ Borrowing Problem

With ₹30.5 trillion of bond supply looming, would it make more sense for the federal government to borrow on behalf of states?

Yield Scribe

January 17, 2026 at 8:26 AM IST

istock

Interview

IMF Flags Rupee Regime as ‘Crawl-Like Peg’ as RBI Steps Up Intervention

IMF’s new tag on India’s exchange-rate regime raises fresh questions on RBI’s FX strategy as the rupee hits new lows, says veteran trader Venkat Thiagarajan.

Rajesh Mahapatra

November 28, 2025 at 8:18 AM IST

iStock.com

Easing Trade Anxiety Sparks A Recovery, But Can It Last?

Indian equities have rebounded on easing trade and geopolitical tensions, but slowing global growth and high valuations raise doubts over the future strength.

Dhananjay Sinha

May 14, 2025 at 3:39 AM IST

iStock.com/ sreeyashlohiya

Global Trade Tensions Jolt Indian Equities, Trigger Sharpest Decline In 10 Months

BasisPoint Insight

April 7, 2025 at 10:41 AM IST

Don’t Wait for the Stock Market to Hit Rock Bottom

Instead of trying to time the market, investors should adopt disciplined strategies like phased investing, diversification, and prioritise long-term wealth creation.

Chokkalingam G

April 1, 2025 at 1:25 PM IST

Earnings Recovery May Stall Under The Weight Of Fiscal Fatigue

Market hopes for an earnings revival rest on shaky ground as fiscal drag, weak job creation and tepid wage growth tighten the income squeeze.

Dhananjay Sinha

March 29, 2025 at 8:27 AM IST

iStock.com/Debjit Chakraborty

A Volatile Path To A Post-Meltdown Rebound

A rebound in the Indian equity market is certain, but the road to recovery is unlikely to be steady amid deeper macroeconomic pressures.

Dhananjay Sinha

March 5, 2025 at 7:05 PM IST

The Bureau

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

India’s Retail Inflation Rises to 3.21% in February as Food Prices Edge Higher

India’s Easing of Border FDI Curbs May Only Gradually Deepen Manufacturing

Govt invokes Essential Commodities Act to Divert Natural Gas to Priority Sectors

Equity MF Inflows Rise in February; Gold ETF Flows Ease After January Spike

GAIL Reports Zero LNG Allocation from Petronet Following Strait of Hormuz Force Majeure

Auto Retail Sales Surge to Record February Levels, Led by Two-Wheelers and Tractors

New GDP Data: Problem Fixed, Or Made Worse?

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