Archive of all the blogs posted
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The US proposes 100% tariffs on India for buying Russian oil, down from an earlier 500%. Neither has been imposed. Here is why the threat itself is the policy tool, how the February 2026 trade deal sh
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Around $10 billion raised by 14 July 2026 under India's FCNR(B) special window - up from early estimates. But global yields, overseas tax, and West Asian liquidity constraints mean final mobilisation
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Rural FMCG value growth reached 9% in Q1FY27 versus 2.3% in urban markets. See what is driving the gap, the role of the monsoon, and key risks ahead.
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Bank of Baroda’s $600 million NMC Health settlement offers key compliance lessons for Indian businesses expanding overseas, without implying any admission of wrongdoing.
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India's CPI inflation rose to 4.38% in June 2026. Understand the rise in food and transport prices, RBI rate outlook and impact on investors.
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The RBI is carrying three open-ended risks at once: a $15-20bn SGB burden, a $110bn dollar short position, and a currency guarantee on FCNR(B) deposits. Here is the common thread tying them together.
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India's crude imports shifted fast after the 2026 Iran war. Russia's share hit 52-54% by June, as refiners pivot from term contracts to spot buying.
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FPIs sold $5.21 billion from Indian equities in June 2026. But BFSI turned net buyer at $357M. Debt inflows exceeded equity outflows by $500M. Full 23-sector NSDL breakdown, the H2 June reversal story
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Amazon Now is targeting 100 Indian cities with 1,000+ micro-fulfilment centres. But the real bet is upstream: 16,000+ direct farmer partners, 70% sourcing within 200km, and a 6x farm scale-up by end o
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RBI replaced its NBFC-UL scoring system with a single ₹1 lakh crore asset test on June 24, 2026. Tata Sons exceeds it comfortably. Here is why one reading calls this relief and another calls it pressu
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Quick commerce runs on dense urban clusters - a model that covers 8% of India's population. Rural commerce platforms like Rozana and VilCart are building a reliability-first, Kirana-inclusive model fo
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The Fed held rates at 3.50%-3.75% on June 17, 2026. Warsh's first meeting as chair: a 130-word policy statement, no personal dot submitted, and a dot plot now showing one hike as the 2026 base case. W
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