The IMF Sees India Shrugging Off the Oil Shock. Markets Aren’t So Sure.

The fund raised its growth forecast for India to 7%, one of the biggest upgrades among major economies. The irony is that it comes in a year when Indian shares have fallen... Read more »

A Weak Rupee Is Finally Doing What Weak Rupees Are Supposed to Do

Merchandise exports rose 23% in September, the kind of growth India hasn’t seen in years. A cheaper currency, strong electronics shipments and lower gold imports helped. But oil still keeps the trade... Read more »

India’s Gold-Loan Boom May Meet Its First Real Test

Gold has fallen about 23% from its early-2026 peak. Lenders that grew rapidly as prices soared now hold loans backed by jewellery worth much less, and the loans made at the top... Read more »

Five Years On, IDBI Bank Finally Has a Buyer

The Cabinet has approved the sale of a controlling stake to Prem Watsa’s Fairfax for ₹52,878 crore. It is the largest foreign investment in an Indian bank and the closest thing India... Read more »

UPI’s Free Ride Gets a Festive Reprieve

 India’s payments body has delayed charging merchants on larger UPI transactions until after Diwali. The pause protects the festive season, but it settles the bigger question: the era of entirely free UPI... Read more »
Sensex, Nifty tank 1 % after RBI policy, Gold falls Rs 70 per 10 kms, Rupee settles at 82.96

The RBI Has Bought the Rupee Some Time

 New curbs on currency speculation and direct dollar supply to oil companies gave the rupee its best rally in six months. But record foreign outflows and oil above $100 mean the pressure ... Read more »

Food Prices Push India’s Inflation to a Two-Year High, and the RBI Has Little Room to Wait Strap:

Consumer prices rose 5.54% in September, faster than economists expected, as food inflation jumped. The numbers make a second rate increase in December more likely and put pressure on household budgets ahead... Read more »

RBI Ends The Easing Era

 The rate hike was the headline. But there is a bigger signal: its not going to be the last hike. For eighteen months, Indian monetary policy has operated inside a specific framework:... Read more »
Allana Consumer Products sees export surge

Allana Consumer Products sees export surge as West Asia crisis drives global food stocking demand

  Even as the West Asia crisis continues to disrupt global trade and supply chains, Allana Consumer Products Limited (ACPL) has found an unlikely silver lining, with its food export business recording... Read more »
Lobby Allegedly Backed by Listed Exchange Plans Delhi Push Against SEBI’s CAS

Lobby Plans Delhi Push Against SEBI’s CAS

Market debate over the Securities and Exchange Board of India’s (SEBI) new Closing Auction Session (CAS) is moving from trading terminals to New Delhi, with a lobby allegedly backed by a listed... Read more »