Why ATM Numbers Are Falling in India as Digital Payments Rise
India’s ATM count fell in FY25 as UPI and digital payments replaced cash. RBI data shows why ATMs are becoming costly and less relevant.
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Quick Commerce in India: Why Pricing Could Decide the Winners
Quick commerce demand is strong, but rising losses and Amazon’s entry may turn pricing into the biggest risk for Blinkit, Instamart, and Zepto.
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Adani Cement Consolidation Explained: Strategy, Costs, and Competition
Adani is consolidating ACC, Ambuja, and other cement assets into a single platform. Here’s how logistics, cost control, and scale drive the strategy.
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FPI Flows in India in 2025: IPOs and Debt Offset Heavy Secondary Equity Selling
Over 4 years, FPIs bought debt but sold listed equities. IPO inflows masked ₹3.7 lakh cr secondary outflows. What drove it and what it signals.
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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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