Market & Financial Analysis
15 - 07 - 2026
Why India’s global bond entry is an empire built on trust
When pension funds or sovereign wealth funds buy these bonds, they must first purchase rupees to settle the trade
08 - 07 - 2026
Why New Delhi is rushing to globalise the Rupee
By systematically introducing an enabling infrastructure for trading and settlement in rupees, the central bank aims to de-link India’s trade basket from exclusive dollar reliance
01 - 07 - 2026
How the AI ‘Fog’ and Macro Chills Trigger a Multi-Year Valuation Reset
The Indian IT services sector, long the crown jewel of the country’s export economy, is entering its first quarter of the new fiscal year (1QFY27) with a “sombre” outlook as a confluence of geopolitical tension, high-interest rates, and the disruptive early phases of Generative AI (GenAI) dampen enterprise spending. Once defined by double-digit growth, the …
19 - 06 - 2026
Does El Niño really decide the fate of our Monsoon?
Data suggests that El Niño’s impact is most pronounced during the withdrawal phase of the monsoon rather than at its onset
17 - 06 - 2026
ECLGS 5.0 to be positive for companies, says Crisil
Over the past decade, Indian firms have been focused on reducing their debt levels following the twin balance sheet crisis of the mid-2010s
17 - 06 - 2026
India Tests ‘Tomahawk-Class’ Cruise Missile: LRLACM Flight-Test Marks Strategic Shift
This is India’s equivalent of the US Tomahawk—built entirely domestically
15 - 06 - 2026
India turns to Russian mining assets to secure heavy industry and EV transition
An Indian delegation visited Russia in May for preliminary talks with government and industry executives
13 - 06 - 2026
Iran-US Deal to Lift Blockade, Open Hormuz and Dismantle Nuclear Site
If the memorandum is signed, it will launch a two-month phase of technical negotiations on eliminating uranium stockpiles, limiting nuclear activities and decommissioning Iranian nuclear facilities
10 - 06 - 2026
Capital as Diplomacy: TSMC and Reliance Buy Geopolitical Insurance
Corporations are no longer just beneficiaries of diplomacy—they are its instruments
03 - 06 - 2026
Anthropic’s Claude hit by major outage as AI sector wrestles with ‘capacity constraints’
Disruption comes just 24 hours after the San Francisco-based group filed for a highly anticipated Wall Street IPO