Archive of all the blogs posted
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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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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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FPIs sold ₹1,13,810 crore from Indian equities in March 2026, a new monthly record. Net sellers on all 17 trading days. Here is what drove it, what the rupee vicious cycle means, and what India's macr
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India VIX surged from 13.70 to 27.17 in under a month as the US-Iran conflict hit markets. Here is what current VIX levels mean and what investors should be reviewing in their portfolios.
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The Indian rupee fell to record lows near 93.74 to 93.98 per dollar in March 2026. Here’s why oil, FPI outflows, reserves, and RBI intervention now matter more than the exchange-rate headline alone.
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HDFC Bank chairman Atanu Chakraborty resigned citing values and ethics concerns. Here’s what the exit, AT1 bond issue, RBI response, and merger questions mean for governance confidence.
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FPIs sold about $5.7 billion of Indian equities in the first half of March 2026, with BFSI taking the biggest hit. Here is what the sector-wise FPI data shows and what it means.
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How strong are India’s energy stockpiles? Here’s what India’s oil reserves, gas vulnerability, LPG dependence, and Strait of Hormuz risk mean for long-term energy security.
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