Latest Articles
In-depth financial analysis, market commentary, and expert perspectives from our senior editorial team.
Policy
RBI Rate Hike in October? Here’s What Economists Are Predicting
A round-up of what a Reuters poll of economists and analysts like Nomura are predicting for the RBI's October 5-7 MPC meeting, as rising crude oil prices and broadening inflation put a rate hike in focus.
Analysis
India’s Semiconductor Ambition Is Not Just Talk: The Ecosystem Is Being Built
India’s semiconductor push is moving from plans to production. Here are the approved projects, what is running, and what is still being built.
Analysis
FADA Vehicle Retail Data: A Free Monthly Pulse on India’s Auto Market
FADA publishes free monthly vehicle retail data for India's 2W, 3W and car sales. Here's where to find it and what the last six months show.
Analysis
Why US Bond Yields Are Bad News for Indian Stocks
Why rising US bond yields are bad news for the Indian stock market: a plain-English explainer on risk-free returns, FPI outflows and the rupee.
Analysis
India’s AI Treasure Map: 48 Stocks, One Free Index
Goldman Sachs’ India AI Enablers list is proprietary. NSE’s new Nifty AI Catalysts Index, launched six days before Goldman’s report, is free, public, and covers a lot of the same ground — 48 stocks across the wiring, power and infrastructure that AI runs on.
Markets
Who Actually Decides What’s in the Nifty 50? A Plain-English Guide to India’s Indices
BSE just replaced Wipro in the Nifty 50. Here's a plain-English look at what a stock index actually is, who owns and manages Nifty and Sensex, how index weighting works, and who decides which companies get added or dropped — and when.
Finance
FCNR Explained: Why the RBI Wants NRIs’ Dollars
A plain-English guide to FCNR deposits, why the RBI pushed them in 2026, how banks collected about $133 billion, and what banks will do with the money.