Telecom Tariffs in India: Why Chasing ARPU Can Hurt the Network Effect
Telecom companies are raising tariffs to boost ARPU. But in a network-effect business, losing users can be costlier than it looks. Here’s what the ARPU race is missing.
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RBI MPC Minutes: Why Rupee & Inflation Matter More Than Rates
RBI MPC minutes show rate cuts nearing limits. The real risks now lie in inflation surprises and the Indian rupee’s sharp volatility.
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Yen Carry Trade Explained: Why Japan’s Rate Move Matters
BOJ raised rates 25 bps to 0.75%. Here’s how the yen carry trade works, why unwinding can trigger risk-off, and what India investors should watch.
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FPI Outflows in December 2025: Why Foreign Investors Sold $1.96 Billion in Indian Stocks
FPIs sold $1.96 billion worth of Indian equities in early December 2025. Here’s what triggered the sell-off, sector-wise trends, and what it signals for markets.
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India’s Current Account Deficit in FY26: Why the Calm May Not Last
India’s trade deficit looks stable so far in FY26, but tariff pressure, goods–services imbalance, and NRI flow risks could widen the current account deficit.
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Quick Commerce in India: Capital Is Flowing, Profits Will Take Time
Quick commerce in India is attracting capital, but profitability will take time. A balanced look at Swiggy’s QIP, Blinkit’s warning, and what lies ahead.
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Indian Rupee at Record Low: Why India Inc Should Be Concerned
The Indian rupee has weakened to ₹90.60 per dollar. From dollar liabilities to imported inflation and capital flows, the risks for India Inc are rising.
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How FPIs Shifted Money Across Sectors in November 2025
A sector-wise breakdown of how FPIs shifted their AUC in November 2025. Telecom, BFSI, autos gained, while FMCG, power, metals and realty saw caution.
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Rupee at ₹90/$: Decoding the RBI’s Surprise Rate Cut
Rupee hit ₹90 per dollar just as RBI cut rates by 25 bps. Was it bravery or a calculated risk? We break down inflation, growth, liquidity and FPI flows in simple terms.
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India’s Aviation Crisis: Why We Need More Indigo-Type Airlines
India’s aviation crisis around Indigo highlights a deeper issue: tough economics, weak infrastructure, and regulation. Why India needs more Indigo-type efficient airlines, not fewer.
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October IIP Falls to 0.4%: Export Slowdown Hits Manufacturing
India’s IIP dropped to 0.4% in October 2025 as US tariffs and weak export demand hit manufacturing. See sector-wise impact, data highlights, and key takeaways.
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RBI Cuts Repo Rate in a ‘Goldilocks’ Economy: What It Really Means
RBI cut the repo rate by 25 bps to 5.25% citing a rare ‘goldilocks’ mix of strong growth and low inflation. Understand the reasons, the risks, and what to watch next.
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