BUSINESS
Budget Snapshot: For defence, execution matches allocation
This year's Budget narrative shifts from headline allocations to the critical challenge of translating record order backlogs into tangible, profitable deliveries, making execution the true test for both national security and investor returns
BUSINESS
The Reading List: January 16, 2026
Our research and opinion teams have curated a selection of articles and social media gems from the world of economy, business and finance for your weekend read
BUSINESS
Budget Snapshot: Fiscal goals need the hand of the states
States need a glide path to fiscal prudence just like the central government
BUSINESS
Budget Snapshot | Budget Day for Markets -- Much ado about nothing?
No clear pattern emerges that suggests Budget Days are trend-changing events for the Indian market
BUSINESS
From young minds to national leaders: How VBYLD is shaping India’s future
The Viksit Bharat Young Leaders Dialogue empowers Indian youth to shape national policy through innovation, cultural expression, and leadership, connecting grassroots ideas with decision-makers, including ministers and the Prime Minister.
BUSINESS
The Reading List: January 9, 2026
A selection of articles and social media posts from the world of economy, business and finance curated by our research and opinion teams
BUSINESS
Budget Snapshot: RBI surplus could play a big role in fiscal prudence for FY27
Relying on dividends for fiscal prudence is fine sporadically, but not as a habit
BUSINESS
Budget Snapshot | The fiscal tightrope
IMF estimates central government's upcoming Budget may not further lower fiscal deficit figure as revenue dips and interest costs rise
BUSINESS
The Reading List: January 2, 2026
A selection of articles and social media posts from the world of economy, business and finance curated by our research and opinion teams for your weekend read
BUSINESS
Budget Snapshot: Nominal GDP growth deceleration complicates fiscal maths
The fiscal maths of the Budget is under threat as nominal GDP growth decelerates
BUSINESS
Chart of the Day | Flexi cap funds redefine investor strategy in 2025
The concentration of flows in flexi cap funds, coupled with rising interest in gold and silver ETFs reveals a market seeking both flexibility and hedging instruments
BUSINESS
The Reading List: December 26, 2025
Our research and opinion teams have curated a selection of articles and social media posts from the world of economy, business and finance for your weekend read
BUSINESS
Chart of the Day: Why RBI’s bond purchases would be historically high in FY26
Policy transmission has been the goal of bond purchases
BUSINESS
Chart of the Day: The currency crumble
The rupee has depreciated by roughly 5.22 percent against the US dollar this year, making it Asia’s worst-performing currency in 2025
BUSINESS
The Reading List: December 19, 2025
Our research and opinion teams have curated a selection of articles and social media posts from the world of economy, business and finance for your weekend read
INFRASTRUCTURE
Chart of the Day | Demand-supply imbalance could keep cement prices subdued
Softer input costs are the silver lining that can support profit margins
TRENDS
Data Story: Quick Commerce drives steady increase in online FMCG channel share
While Kantar data show traditional channels still hold over three-fourths of FMCG channel share, it is declining while that of online and supermarkets is increasing
BUSINESS
Chart of the Day: Along with digital banking, complaints have also risen
The rise of digital banking has also seen increased customer dissatisfaction, show RBI ombudsman scheme data
BUSINESS
The Reading List: December 12, 2025
Our research and opinion teams have curated a selection of articles and social media gems from the world of economy, business and finance for your weekend read
BUSINESS
Chart of the Day: How a multi-decade low rate differential deflated bond index inclusion euphoria
Index inclusion offers access to a wide range of investors but not a guarantee that dollars will come
BUSINESS
Chart of the Day | After a remarkable 2025 rally, can gold’s momentum continue?
Gold shattered 50 all-time highs and surged over 60% in 2025—now analysts are asking whether the rally can extend into 2026, with forecasts ranging from cautious optimism to predictions of $5,000 per ounce
BUSINESS
Insurance cut delivered, liquidity rush promised, and RBI ready to support further if needed
RBI announcements this morning managed to deliver it all. There was a rate cut, there were liquidity infusions, and also a dovish tone for further support if needed.
BUSINESS
The Reading List: December 5, 2025
Our research and opinion teams have curated a selection of articles and social media gems from the world of economy, business and finance for your weekend read.
BUSINESS
Chart of the Day: RBI forex intervention seems to lack REER input
REER shows the rupee is undervalued as of October
