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
BUSINESS
Chart of the Day | From distress to mainstream: The rise of gold loans in India
Contrary to popular perception, gold loans are no longer primarily distress-driven
BUSINESS
Chart of the Day: How competitive is India on the corporate tax front?
The 2019 corporate tax cuts have yielded India a more favourable ranking, but some competing Asian economies continue to enjoy a comparative advantage
BUSINESS
Chart of the Day | India Inc return ratios hit a 14-year high, sign of capex revival?
As ROCE and ROA improve, the next cue to capex revival would come from sustained demand expansion
BUSINESS
Chart of the Day | Credit Boom: Businesses see financial flows jump sharply in first 7 months of FY26
A sharp uptick in both bank credit and non-bank financing is fuelling easier access to capital for India's commercial sector, with total financial flows rising nearly 24 percent in the first seven months of FY26
BUSINESS
Chart of the Day | IT sector continues to navigate uncertainty
Gartner predicts that by 2026, global spending on software incorporating generative AI will actually surpass spending on traditional software without AI capabilities
INFRASTRUCTURE
Chart of the Day | Will compliance of new emission norms turn the tide for construction equipment makers?
The CEV-VI emission norms that were rolled out in January put the Indian industry on par with global counterparts
BUSINESS
Chart of the Day: Mortgages growth to slow for NBFCs as competition, slowing home sales weigh
Public sector banks have undercut NBFCs aggressively in the home loan market
BUSINESS
The Reading List: November 14, 2025
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
BUSINESS
Chart of the Day: Is the gold rally a warning about inflation ahead?
Markets have not priced in a sharp uptick in global inflation
INFRASTRUCTURE
Chart of the Day | The growing case for InvITs in infrastructure financing
The relative outperformance of InvIT returns to other comparable instruments such as REITs, debt instruments or corporate bonds, is seeing retail investor appetite grow for these instruments
