Executive Summary The Reserve Bank of India (RBI) has quietly altered the economics of dollar funding for Indian banks. The central bank offered a subsidised forex swap..
Executive Summary The Reserve Bank of India (RBI) has quietly altered the economics of dollar funding for Indian banks. The central bank offered a subsidised forex swap..
Executive Summary India has a huge, under penetrated and badly needed cleaner incentives insurance market. Reuters said IRDAI is planning a commission overhaul that would replace large..
Executive Summary Indian banking system is not collapsing. That’s the wrong take. The real problem is more quiet and personal. Household leverage is rising, and many families..
Executive Summary All of a sudden, global money has taken a shine to Indian government bonds. Foreign investors invested a record $3 billion into Indian government bonds..
Executive Summary SEBI has changed the plumbing of ETF trading and Indian investors should take notice. In a circular dated June 15, 2026, the regulator introduced new..
Executive Summary Bond yields used to be the place in the market people looked between stock headlines. That habit is costly now. Investors are most underweight bonds..
Executive Summary Australia has just made a big policy turn, and investors are already changing behaviour. The Labour government’s tax overhaul would remove the 50 per cent..
Executive Summary The hard truth is simple: the AI boom is not just an equity story anymore. It is a story about debt. Reuters reported that the..
Executive Summary India is no longer a consumer market for AI. It is becoming an infrastructure market for AI. Amazon will invest another $13 billion in India..
Executive Summary We’re entering one of the biggest wealth transfer periods in history. That’s not a prediction any more. That’s a fact of the live market. Some..