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  • Can India Really Turn Coal Into Fertilizer, Gas, and Chemicals?

    Posted On Wednesday, May 27, 2026

    India’s energy story starts with a contradiction. It can power itself but not fuel itself…

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  • Can the RBI Continue to Defend the Rupee

    Posted On Saturday, May 23, 2026

    For much of the past few decades, the rupee’s decline unfolded so gradually that it may not have disturbed investor confidence.

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  • Equity Monthly for May 2026

    Posted On Monday, May 04, 2026

    Markets rebounded sharply from the lows of March after announcement of ceasefire. Following table shows the change in broad market cap indices.

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  • Debt Monthly for May 2026

    Posted On Monday, May 04, 2026

    India’s debt markets heading into May 2026 appear set to remain range-bound, albeit with underlying fragility.

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  • Gold Monthly for May 2026

    Posted On Monday, May 04, 2026

    Gold entered April 2026 on tentative footing after its sharpest monthly correction in over a decade in March.

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  • India’s Macro Backdrop: Past Fragility, Present Strength

    Posted On Friday, Apr 24, 2026

    There are moments in markets when déjà vu strikes - may be not so perfectly, but close enough to stir memory.

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  • Global Trade Flows, Fragilities, and the Baltic Dry Index

    Posted On Friday, Apr 10, 2026

    If you’ve been following the news lately, chances are you’ve heard a lot about the Strait of Hormuz. It pops up every time there’s geopolitical tension, oil price volatility, or market jitters.

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  • Debt Monthly for April 2026

    Posted On Wednesday, Apr 01, 2026

    The month of April opens with India’s bond markets caught in the crosscurrents of global turmoil.

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  • Equity Monthly for April 2026

    Posted On Wednesday, Apr 01, 2026

    Markets reacted negatively to the persistent West Asia crisis. Following table shows the change in broad market cap indices.

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