BUSINESS
From floor trading to algorithms: India’s stockbroker rules get a 21st-century makeover
The comprehensive overhaul represents SEBI's commitment to maintaining a regulatory framework that evolves with market realities
BUSINESS
A case for restoring derivatives trading in Indian agricultural commodities
The practice of banning commodities trading damages more than just immediate stakeholders—it undermines the credibility and trustworthiness of Indian exchanges and markets
BUSINESS
Chart of the Day | The IPO illusion
44% of recent IPOs trade below the issue price—but that means 56% trade above it. Some of those winners have multiplied investor wealth several times over
BUSINESS
Ghost Malls: An opportunity hiding in plain sight
From the United States to China and India, once-thriving shopping centres now stand empty—but these "ghost malls" may represent billions in untapped redevelopment potential
BUSINESS
How the AI boom could trigger an energy crisis
AI's explosive growth is driving an unprecedented energy crisis, with data centres projected to consume up to 20% of global electricity by 2035 as tech giants scramble for nuclear solutions.
BUSINESS
Japan bond crisis – Calm before the storm?
As the yen carry trade unwinds, foreign investors withdraw funds from riskier emerging markets. An appreciating yen and portfolio outflows have already put downward pressure on the rupee
BUSINESS
Unpacking the cash market surge
SEBI’s restrictions on options trading triggered an unexpected boom in India's cash market, with delivery volumes surging as traders sought new opportunities
BUSINESS
Is the Nifty rally built on sand?
The Nifty50's approach to record highs masks troubling weakness in the broader Indian market, where just six stocks are driving the rally while hundreds languish below key technical levels.
BUSINESS
Why India's stock lending mechanism remains a failed experiment
Despite being introduced nearly two decades ago, India's securities lending and borrowing scheme has failed to gain meaningful traction due to prohibitive margin requirements, high costs, and inflexible rules, prompting SEBI to plan its first major overhaul in nearly two decades
BUSINESS
Why brokers are demanding Bank Nifty's return
SEBI's crackdown on weekly options has triggered a revenue crisis across Indian brokerages and exchanges, with 26 lakh active clients exiting in the September quarter alone—prompting desperate appeals to restore Bank Nifty trading
BUSINESS
SEBI's fee revolution -- Investors cheer, AMCs flinch
SEBI's proposed mutual fund fee cuts promise to save retail investors thousands annually, but AMCs and brokers are bracing for a profit squeeze that could reshape India's fund industry.
BUSINESS
Trading halts: Exchanges pay fines, traders pay the price
Trading halts cost Indian exchanges crores in penalties, yet the traders who actually lost money remain empty-handed
BUSINESS
Following the Smart Money: What Q3 VC funding reveals about AI dominance, India's innovation gap
Following venture capital flows is like reading a map of the future, and right now, all roads lead to artificial intelligence
BUSINESS
Chart of the Day: Buy in Muhurat trading, sell at year-end
A decade of data reveals why India's stock market has turned Diwali-to-year-end into a predictable bull run
BUSINESS
Navigating New Waters: The impact of port fees on global trade politics
The US-China trade war just went maritime: new port fees are reshaping global shipping routes and driving up costs worldwide
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.
