BUSINESS
Gold hits $4,000: Ray Dalio, Jeffrey Gundlach push for 15-25% portfolio allocation
Gold shatters the $4,000 barrier amid global uncertainty, with experts predicting further gains as investors flee traditional assets for the safety of the precious metal
MARKETS
Chart of the Day | India missing out on the emerging markets party
Emerging markets hit four-year highs, but foreign investors are on a selling spree in India and its market is lagging far behind the global rally
WORLD
Making sense of NSE IFSC's daily expiry options
The initiative to launch 0DTE option contracts has raised eyebrows among traders, particularly given ongoing discussions surrounding the potential phasing out of weekly expiries in favour of longer-dated contracts
BUSINESS
The impact of secondary market trends on IPOs
The relationship between India's primary and secondary markets reveals a clear pattern: when market conditions are strong, companies flood the IPO space with increasingly optimistic valuations, historically serving as a reliable indicator of market peaks. Despite recent lukewarm secondary market performance, the primary market continues to show resilience, with 2025 IPO activity remaining robust even as first-day listing gains have nearly halved from the previous year's highs.
BUSINESS
How to unpack Groww's IPO
Groww's Rs 7,000 crore IPO at $9 billion valuation presents a classic case study of high client growth versus revenue efficiency
BUSINESS
Why data centres deserve a tax break
India proposes significant tax incentives for data centres as the country positions itself to capitalize on the AI boom and compete in the global digital infrastructure race.
BUSINESS
The Hire Bill: Taxing efficiency
The proposed HIRE Act would impose a 25 percent tax on US companies' outsourcing payments while eliminating tax deductions for overseas labour expenses, potentially pushing nearly 900,000 Americans into poverty by 2026
BUSINESS
What’s playing behind record leveraged bets in Indian markets?
Indian investors are doubling down on margin trading as domestic institutional investors overtake foreign counterparts, with leveraged bets surging 13-fold to nearly Rs 1 lakh crore over five years.
BUSINESS
Is banning the online money gaming industry justified?
The Indian government's Promotion and Regulation of Online Gaming Bill, 2025 represents a regulatory overcorrection that threatens to destroy most of the country's gaming market as well as thousands of jobs.
BUSINESS
Primary market gets another boost from SEBI
SEBI's ground-breaking framework will dramatically improve India's IPO landscape, slashing dilution requirements and extending timelines to attract mega companies to list domestically.
BUSINESS
SEBI prioritises ease of doing business in market overhaul
SEBI has unveiled sweeping regulatory reforms in a consultation paper featuring 20 proposals designed to modernise stock brokerage operations while strengthening investor protection and market oversight
BUSINESS
Staying the course: How Indian investors are weathering market volatility
Indian mutual fund investors are demonstrating unwavering resilience and discipline, with SIPs driving consistent inflows despite global and domestic headwinds.
BUSINESS
Why retail investors can't get enough of small-cap stocks
During the April-June 2025 quarter alone, while Nifty delivered a respectable 10.15%, mid-cap indices surged 16.61%, and small-cap indices soared an impressive 19.35%
BUSINESS
Trump's potential penalties could impact market more than tariff hike
Indian markets face mounting pressure as Trump's tariff threats trigger a sharp rupee decline to four-month lows of 87.42 against the dollar. The Gift Nifty's drop signals continued volatility ahead, with analysts warning that uncertainty over additional Russia-related penalties could derail the market's recent upward momentum.
BUSINESS
Five reasons why silver will continue to be bullish
Silver has quietly outperformed gold with a 3.5x surge since pandemic lows, driven by industrial demand from electric vehicles and solar panels, tight supply conditions, and growing investment interest.
BUSINESS
What's really fuelling the bull run in Bitcoin?
As global markets wobble under tariff tremors, Bitcoin and the broader crypto market are charting a course buoyed by record ETF inflows, rising institutional interest, and landmark US legislation.
BUSINESS
IPO corner: Is ICICI Pru AMC a strong bet in the booming mutual fund industry?
ICICI Prudential AMC is set to become the largest listed asset management company in India, but how does it compare with its peers in profitability, retail reach, and growth potential?
BUSINESS
The dark side of derivatives: How young, low-income traders are paying the price
A damning SEBI study reveals that 91 percent of individual traders lost money in derivatives trading, with retail investors collectively losing Rs1.06 lakh crore in FY25 while sophisticated algorithmic traders profited at their expense
MARKETS
Quick Take: Relief for options traders as SEBI cracks down on Jane Street
SEBI's crackdown on Jane Street signals a zero-tolerance approach to market manipulation, but also exposes deeper structural vulnerabilities in India's options market that may require comprehensive reform beyond regulatory enforcement
BUSINESS
From gloom to boom: India's IPO saga
India’s capital markets are entering a new phase of exuberance, with IPOs and M&A activity surging despite global headwinds.
BUSINESS
Luxury housing crisis hits Mumbai as affordability reaches breaking point
Mumbai's luxury property market is experiencing a significant slowdown with a sharp drop in new launches and plummeting sales, as skyrocketing prices have made high-end real estate increasingly unattainable
BUSINESS
From coders to bystanders: Is Indian IT missing the GenAI train?
Accenture’s latest results have sent Indian IT stocks into a tailspin, but the real concern lies deeper than just weak outsourcing numbers. The sector’s inability to engage meaningfully with Generative AI poses a far bigger challenge.
BUSINESS
IEA report: Is the oil industry in a crisis?
Despite ongoing conflicts involving major oil producers, global oil prices have remained surprisingly subdued. Structural shifts in supply, demand, and clean energy adoption are redefining the future of the oil sector.
BUSINESS
Can retail investment through GIFT City pick up?
GIFT City’s International Financial Services Centre (IFSC) is emerging as a new gateway for Indian investors eyeing global markets and NRIs seeking exposure to Indian growth stories
