RBI August 2026 Policy: Repo Rate Held at 5.25%, but the Message Was Bigger
RBI kept the repo rate unchanged at 5.25% in August 2026. Here’s what the policy signals on inflation, growth, the rupee, FCNR(B) inflows and future rate moves.
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Situational Awareness Fund Collapse: How Leverage Triggered a 67% Loss
Situational Awareness lost about 67% in July 2026 after leveraged AI positions triggered margin pressure and forced selling. Here is what investors can learn.
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FPI Inflows in July 2026: Turnaround or Selective Buying?
FPIs returned as net buyers of Indian equities in July 2026. See which sectors attracted inflows, where selling continued, and whether the comeback can last.
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How Dedicated Freight Corridors Could Change India’s Commercial Vehicle Industry
India’s Dedicated Freight Corridors could shift long-haul cargo to rail while changing demand for HCVs, MCVs, LCVs, tractor-trailers and specialised commercial vehicles.
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Kevin Warsh’s Interest Rate Dilemma: Why the Fed Held Rates
The Federal Reserve held rates at 3.50%–3.75% despite persistent inflation and three dissenting votes. Understand Kevin Warsh’s interest rate dilemma and its impact on markets.
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How Oil-Importing India Became a Global Refined-Fuel Supplier
India imports nearly 90% of its crude oil, yet exports diesel worldwide. See how refining scale, Jamnagar and global shortages created this advantage.
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Nifty IT Rally July 2026: Comeback or AI-Led Rotation?
Why did Nifty IT rally nearly 16% in July 2026? See how earnings, AI revenue, deal wins and global rotation shaped the rebound in Indian IT stocks.
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Tata Sons SP Group Share Swap: Valuation, Debt and What Stands in the Way
SP Group holds 18.37% of Tata Sons and owes ~₹60,000 crore. Fresh talks explore swapping ~7% for listed Tata shares. No deal yet - both sides remain divided on value. Here is the full picture: gross m
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FPI Flows July 2026 First Fortnight: Consumer Services and Metals Lead
FPIs bought ₹15,559 crore in Indian equities in the first fortnight of July 2026 — the second straight fortnight of net buying. Consumer services led at $765M, metals at $623M. Autos saw $721M selling
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Oil Above $100: Rupee, RBI and What India Can Absorb
Brent crossed $100 on July 24, 2026. The rupee hit ₹96.80. India has $675bn in reserves but a $106.6bn RBI forward short. Here is how oil, the rupee, and RBI policy pressure each other and where house
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India's $51 Billion Import Substitution Push: Can It Go Beyond Assembly?
India has identified $51 billion of imports across 100 products for domestic manufacturing. Mobile phones show what works. Solar shows what goes wrong. Here is why the 2030 opportunity depends on sequ
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India Pharma Patent Cliff 2030: Beyond Generics to Biosimilars
Over $300 billion in global drug revenue loses exclusivity by 2030. India's generic base is well placed, but the real opportunity lies in complex generics, biosimilars, and API localisation. Here is w
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