Indian Companies Gaining From the Iran War, But Oil and Macro Risks Remain
See which Indian companies are gaining from the Iran war, why oil and defence names are in focus, and why India still faces macro pressure.
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FPI Selling in Early March 2026: Why Foreign Investors Pulled Out $6.55 Billion from India
FPIs sold $6.55 billion in Indian markets in the first 9 trading days of March 2026. Here’s how equity outflows, debt selling, oil prices, rupee weakness, and geopolitical stress shaped the trend.
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India CPI Inflation February 2026: Why Retail Inflation Rose to 3.21%
India CPI inflation rose to 3.21% in February 2026 from 2.74% in January. Here’s how the new CPI series, food prices, gold and silver, and rural-urban trends shaped the move.
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Iran War Economics: Is Tehran Imposing Higher Costs on the US and Its Allies?
Iran may not be winning conventionally, but it may be succeeding in making the conflict costlier for the US and its allies. Here’s what drone warfare economics, oil risk, and prolonged conflict are sh
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FPI Buying in February 2026: Why Foreign Investors Returned to Indian Equities
FPI buying returned in February 2026 with ₹22,615 crore flowing into Indian equities. Explore sector-wise flows, key drivers, IT outflows, and whether the trend can sustain.
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US Fed Rate Cut Dilemma: Oil Surge, Jobs Weakness and What the March 2026 Meeting Means
The US Fed faces a difficult March 2026 decision as weak jobs data clashes with rising oil prices and inflation risk. Here’s what it means for rates, markets, and investors.
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Market Sell-Off in India: Time to Reassess Portfolio Exposure
Indian markets saw a sharp sell-off in March 2026 as FPI selling, crude at $90, and rupee weakness hit sentiment. See what investors should reassess.
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Middle East War Impact on India: Oil, Trade and Rupee Risks
The Middle East conflict is raising oil and LNG risks for India, hitting exports, weakening the rupee, and increasing pressure on inflation and the trade deficit.
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Strait of Hormuz Oil Impact Explained: Why It Matters for Global Oil and India
Understand the Strait of Hormuz oil impact in simple. Learn why this route matters, how disruptions affect oil prices, LNG trade, global markets, and India.
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Tata Sons Leadership: Noel Tata’s Questions and What They Mean
Noel Tata has sought assurances from N. Chandrasekaran on Tata Sons listing, group debt, and losses in new ventures. What it signals for governance.
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Russian Oil Imports: Why India Is Cutting Exposure
India is reducing Russian oil imports as discounts shrink and sanctions raise payment risks. Here’s the cost, trade, and energy security angle.
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RBI MPC Minutes: Why They Need More Forward Guidance
RBI MPC minutes are detailed on current conditions but need stronger forward outlook, wider representation, and projection discipline like dot plots.
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