Tiger Global Supreme Court Ruling: Impact on FPI Flows in India
Supreme Court overturns Delhi High Court in Tiger Global’s Flipkart case. What the ruling means for India–Mauritius treaty use and FPI sentiment.
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FY26 GDP Growth: Why the Future Outlook Matters More
FY26 GDP growth at 7.4% looks strong, but the real signal lies in nominal growth, capital formation, and India’s long-term economic resilience.
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Why the US Is Emerging as a Major Geopolitical Risk for India
How US trade policies, tariffs, visa rules, and consumption power are reshaping global geopolitics and creating new economic risks for India.
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FPIs Sell $2.5 Billion in Equities in December 2025 - Sector Analysis & Market Trends
Explore the major reasons behind the $2.5 billion worth of FPI selling in December 2025. Understand sectoral trends, FPI behavior, and how geopolitical risks, earnings slowdown, and currency volatilit
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India FY26 GDP Estimate: Real Growth Strong, Nominal Growth Slows
India’s FY26 GDP growth at 7.4% looks good, but nominal GDP growth is down to 8%. The divergence points to a recovery driven more by low inflation than demand.
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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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