India Archives - Axczel Research Insights

OPEC Meeting Update: OPEC+ Keeps November Oil Output Steady

OPEC meeting update: seven OPEC+ nations keep November oil output unchanged. Here is what it means for fuel prices and India.

Jestin James Principal Officer And Analyst 1 week ago

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Line chart of India forex reserves in US$ billion, week by week, from December 2025 to September 2026, with the low in June and the peak in September

Finance

India Forex Reserves: How to Read RBI’s Weekly Numbers Yourself

India forex reserves explained: where to download RBI’s free weekly data, how to read it, what 41 weeks of numbers show, and why reserves exist.

Jestin James Principal Officer And Analyst 2 weeks ago

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Cover graphic for India’s semiconductor ambition: a microchip resting on a silicon wafer at sunrise, with cranes and new buildings under construction in the background.

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.

Jestin James Principal Officer And Analyst 2 weeks ago

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FADA and AXCZEL Research branded cover image showing a scooter, motorcycle and auto-rickshaw parked in a row with cars and trucks behind them, titled "FADA: A useful source for auto sales data — how many two wheelers, three wheelers and more are we selling?"

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.

Jestin James Principal Officer And Analyst 2 weeks ago

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Illustration of the RBI headquarters building with economists debating a 25 basis point rate hike, crude oil barrels and rising inflation, ahead of the October 2026 MPC meeting

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.

Jestin James Principal Officer And Analyst 2 weeks ago

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US bond yields pulling foreign investors away from the Indian stock market toward US Treasury bonds, illustrated by investors in suits walking from a sign reading Indian Stock Market toward a glowing building labeled US Bonds

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.

Jestin James Principal Officer And Analyst 2 weeks ago

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Illustration of a person celebrating opening a glowing AI treasure chest, with text reading NSE Indices launches Nifty AI Catalysts Index — Now we can easily track India’s AI enablers

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.

Jestin James Principal Officer And Analyst 2 weeks ago

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Painted illustration of a globe, a sign reading FCNR, and stacks of dollar, euro, pound, yen and Canadian dollar coins in front of India Gate.

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.

Jestin James Principal Officer And Analyst 3 weeks ago

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Illustration comparing a lower circuit, where a falling price hits a barrier and stays locked, with a dynamic price band, where the price falls in steps as the band shifts lower.

Analysis

One Stock Froze, the Other Kept Sliding: How Circuit Limits Really Work

Why did one stock freeze at its lower circuit while another kept falling in steps? A plain-English look at fixed price bands, dynamic price bands and what a circuit limit can and cannot do.

Jestin James Principal Officer And Analyst 3 weeks ago

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Analysis

One Format, Two Exchanges: How UDiFF and ISIN Make NSE vs BSE Comparison Easy

NSE and BSE now publish their daily bhavcopy in one common format called UDiFF. Add the ISIN, a unique code for every security, and comparing the same stock across both exchanges becomes simple.

Jestin James Principal Officer And Analyst 3 weeks ago

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