Data Centres and the War: Why India Is Now in the Frame
Iran struck AWS and Oracle data centres in UAE and Bahrain in March 2026. Why global tech majors are now accelerating $180B+ in Indian data centre investments.
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Iran struck AWS and Oracle data centres in UAE and Bahrain in March 2026. Why global tech majors are now accelerating $180B+ in Indian data centre investments.
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Passive fund AUM rose 23% to ₹14.11 lakh crore in FY26. Silver ETF folios surged 711%, Gold ETF 78%. Full AMFI category-wise data with March 2026 flows breakdown.
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The US-Iran ceasefire is fragile. Brent crude rose 31% since February. US inflation hit 3.3% in March. Here is what the conflict means for oil markets, global supply chains, and India.
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Equity inflows hit ₹40,450 crore in March 2026, the 61st positive month. MFs bought a record ₹1.05 lakh crore as FPIs sold ₹1.14 lakh crore. Full AMFI data breakdown.
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US-Iran ceasefire sent Nifty up 5.86% this week to 24,050, but Hormuz stays closed. RBI held rates, SIP hit a record, and FPI selling continued. Full breakdown inside. 164 characters. Opens with the
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Prudential Financial is selling PGIM India MF to TVS Venu Group. Here is why global AMCs have failed in India - and what it means if you hold PGIM India funds.
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RBI held the repo rate at 5.25% on April 8, 2026. FY27 inflation forecast raised to 4.6%, GDP revised down to 6.9%. What it means for home loans, FDs, and key sectors.
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The rupee posted its biggest single-day gain in 12 years on 2 April 2026. Here is how the RBI's NOP cap and NDF ban dismantled the speculative machinery behind the fall.
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Nifty's 20-year rolling CAGR fell below 10% in FY26, only the second time in 30 years. From the 2008 peak, returns are just 7.33%. Here is what the data says about long-term index investing in India.
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FPIs sold $12.58 billion from Indian equities in March 2026, with 21 of 23 sectors in red. BFSI took 51.5% of all outflows. Here is the full sectoral breakdown and what drove each major move.
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Goldman Sachs projects a 50 bps RBI rate hike in 2026. Inflation forecasts are rising, the rupee has crossed ₹95, and bond yields hit 7%. Here is what changed and what it means for investors.
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Nifty fell 3.27% in FY26, but 20 stocks delivered 10% to 35% positive returns. See the full ranked table, four winning categories, and what drove outperformance in a difficult year.
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