RBI leaves the swinger: A smart pause in a swinging macro pitch
The MPC's neutral stance provides the flexibility to respond swiftly should conditions materially deteriorate, while avoiding the policy misstep of raising rates to combat an externally-driven supply shock.
RBI April policy chooses to wait, watch and respond, rather than react hastily to transient shocks
For investors and businesses alike, this implies a period of relative policy stability but one that remains contingent on an evolving and uncertain global environment.
SIR revisions adds new layer of uncertainty to the Bengal Election outcome. BJP feels it needs a small swing
It is on this basis, the BJP sources say that the closer look at the numbers suggests that a BJP victory in West Bengal may be far nearer than conventional narratives admit
RBI policy suggests growth risks may outweigh inflation risks; MPC likely to maintain prolonged pause
If the ceasefire results in a more durable peace accord, fixed income and equity markets should both benefit and revert to more reasonable levels and help improve investor sentiment (domestic and global).
OPINION | ‘Epic Fury’ morphs into ‘Epic Folly’
Any war, when embarked upon must be a sagacious choice, more so when the commencement of hostilities is a deliberate act – as was the case with the Trump-Netanyahu combine
OPINION | RBI holds rates in the backdrop of supply-side shock
RBI keeps rates steady amid global supply disruptions. Inflation risks remain from trade shocks. Policy balances growth and stability while monitoring currency pressures and capital flows
OPINION | US-Iran ceasefire is welcome but negotiation framework suggests narrowing gaps will be tough
Even the old nuclear deal did not envisage US lifting primary sanctions on Iran, which may now be up for negotiation. Also, will the US restrain Israel?
Will the Iran war derail the energy transition?
Countries in Asia and Europe are turning to coal to power their economies but analysts argue solar will be a long-term winner
OPINION | India’s fashion demand shows shift in consumer spending behaviour
India’s consumers are more selective in fashion spending. Demand remains but decisions are slower. Value and usage matter more than trends in purchase choices today
OPINION | How the SDPI is using the Kerala election to emerge as a mainstream party
There are signs of an understanding with the Left Front as the party, once seen as politically radioactive, seeks to eventually create space for itself in mainstream alliances by dislodging IUML
Quick Take: RBI adjusts to West Asia reality, but outlook and rate moves are written on sand
A capricious war outcome threatens the math and assumptions for the RBI
OPINION | Iran ceasefire is likely to hold as Trump needs it
US miscalculations have been apparent for a while and it has begun taking a toll on Trump’s popularity ratings. He was looking for an off-ramp and gains nothing in escalating the conflict
Data Story: The supply chain gauge flashes red again
The New York Fed’s supply chain pressure index is signalling a new phase of stress, a result of the war in the Persian Gulf
Jamie Dimon’s geopolitical letter to shareholders
Jamie Dimon’s latest shareholder letter reads less like corporate reporting and more like a realist’s playbook for U.S. dominance in a dangerous new era
How the US-Iran conflict could impact Indian tyre makers
High crude oil prices apart, volatile commodity markets and any moderation in auto sales as fallouts of the US-Iran conflict could impact tyre makers prospects
OPINION | Gulf Wars and India’s economic challenges and policy shifts
Gulf wars raised oil prices and hurt India’s economy. The 1991 crisis led to reforms. The 2026 crisis shows risks and need for new reforms
Chart of the Day | World Population Projections: India vs China, Europe and the US
Per the latest UN projections, India will remain the world’s demographic anchor while others shrink
A transparent states' borrowing plan is just a small blessing for the bond market
The West Asia war effect will be visible on states’ revenues and therefore their market borrowings in FY27
Earnings Preview: A quarter caught in the crossfire
Corporate India’s Q4 FY26 earnings season arrives with modest 6% Nifty growth after a brutal quarter of war, crude shocks and rupee stress — but a fresh West Asia ceasefire now offers early relief for the road ahead.
Quick Take: Markets kept the faith in TACO
Markets are smarter than pundits. While commentators screamed about Trump bombing Iran to hell, equities didn't panic, because they knew Trump Always Chickens Out
OPINION | Leadership is Like Sadhana: A journey of humility, curiosity, and service
True leadership is not a position. It requires daily humility, honest enquiry, and service. Leaders grow through practice, reflection, and acting for the benefit of others
M&A megadeals belie weaker activity ahead
The outlook is stormy with oil prices, Treasury rates and corporate debt spreads spiking as the Iran war continues
OPINION | In the shifting sands of Assam’s politics, BJP retains its competitive edge
Campaigning in Assam ends today. The contest between the alliances led by the BJP and Congress is keener than it appeared a month ago, but the former remains in pole position
OPINION | Monetary policy may opt for status quo on interest rates
West Asian conflict has imparted a significant level of uncertainty to the economic environment. It may persuade MPC to wait and watch, while RBI uses it liquidity tools to prevent hardening of yields
The Iran war is recasting the US-Europe relationship
A full decoupling remains unlikely in the short term given the depth of integration; a more plausible outcome is one where ties persist but are increasingly hedged against political risk
