Why a 5% rate shock won’t kill this bull market Consumer divergence was the warm-up. The real K-shape is now splitting the global economy — and the productivity wave hiding… May 21, 2026 05:30 IST
PM Modi’s austerity call, great Indian buyback, and the case for holding on to cash The Finance Act, 2026 has revived corporate share buybacks among cash-rich Indian IT, pharma, and auto companies. However, with Brent… May 20, 2026 17:01 IST
Why the government wants Indians to pause gold buying? As gold prices hit record highs of ₹1.5 lakh, the Indian government has hiked import duties to 15% to combat… May 14, 2026 05:30 IST
8th pay commission: A Rs 3.9 lakh crore per year consumption wave is about to hit Indian markets Every pay commission has built a franchise. Motorcycles in 1997. Maruti in 2008. HDFC in 2009. SIPs in 2016. The… Updated: April 27, 2026 19:27 IST
The quiet stress building in U.S. private credit – and how it could impact your portfolio Rising stress in private credit markets signals a slow build-up of financial risk as higher interest rates trigger defaults and… April 22, 2026 05:14 IST
Is your portfolio ready for the FY27 budget? India’s FY27 fiscal strategy shifts focus from aggressive deficit cuts to managing debt levels. With a projected 4.3% deficit, the… January 22, 2026 05:30 IST
Beyond the noise: The hidden stability behind the rupee’s fall The Indian rupee breached the 90-per-dollar mark in December 2025, a 4.8% year-to-date decline driven by structural shifts rather than… December 25, 2025 05:30 IST
Why debt funds didn’t rally in 2025 — and will 2026 be any different? Despite RBI rate cuts in 2025, India’s bond yields stayed elevated as global interest rates, heavy state borrowing and weaker… December 23, 2025 05:30 IST
Debt portfolio 2026: 3 strategies to protect your money as interest rates bottom out With the RBI’s 125 bps rate cut cycle nearing its end, experts suggest a shift toward accrual-based debt strategies and… December 20, 2025 05:30 IST
The diversification trap: Why owning 20 mutual funds might be your biggest mistake You don’t need 20 funds, every market theme, or exposure to hundreds of stocks. What you truly need is disciplined… November 20, 2025 05:30 IST
Why the rupee is falling — And what it means for you The Indian Rupee (INR) has weakened significantly in 2025, not due to poor economic fundamentals (which remain strong), but primarily… October 31, 2025 05:25 IST
Rs 88 to the dollar, but no panic: Inside India’s surprising currency story Despite a broadly weakening US Dollar, the Indian Rupee (INR) remains under pressure due to tariffs and FPI outflows, hitting… October 18, 2025 05:30 IST
From Boom to Bust: 3 mistakes that broke the global luxury market Global luxury retail faces slowdown as China demand dips, prices soar, and India emerges as a key growth opportunity. October 2, 2025 05:30 IST
The truth behind the 12-14% returns in bonds While high-yield Indian corporate bonds offering 12-14% returns are tempting in a low-interest environment, they often mask significant credit risk.… Updated: September 27, 2025 08:42 IST
The Fed’s Pivot: Charting the ripple effects on Indian markets Fed’s credibility is put to test amid calls for aggressive rate cuts by the political leadership and questions about its… September 17, 2025 15:35 IST
No longer decoupled: Indian bonds react to global moves After two years of resilience, Indian bonds begin to reflect the strain of international uncertainties. September 13, 2025 05:25 IST
Asset-light billionaire: Gupta built a 4.1 million kirana network with just $2 million of capital, and sold it to Meesho for Rs 202 crore
‘$500 million erased overnight’: Turkey’s Celebi breaks silence on post-Operation Sindoor India ouster
