Saturday, 12 September 2026

Market & Financial Analysis

Market & Financial Analysis

04 - 09 - 2026

“The Rise of Solo Entrepreneur” — Why India’s MSME owners are bypassing entity credit?

Commercial credit outstanding reached ₹65.8 lakh crore in March 2026, and individuals borrowing for business purposes represented 28% of the total, while entities accounted for 72%.

24 - 08 - 2026

Tyre makers’ margins to see transitory dip to 12% on bumpy costs

Capex to hit all-time high on sustained demand; strong balance sheets support credit profiles: Crisil

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