RBI MPC: Iran war puts Malhotra & Co in razor-edge policy bind over inflation, growth and rupeeThe Reserve Bank of India faces a difficult interest-rate decision this week as rising oil prices from the Iran conflict, a record-low rupe...
02 Jun, 2026, 02.17 PM IST
Shot of hike as painkiller: India’s economic storm calls for decisive MPC actionIndia's economy faces a perfect storm. The rupee is at historic lows, subsidies are soaring, and fiscal deficit risks are rising. Capital o...
01 Jun, 2026, 12.32 AM IST
Raise it, regulators: A repo rate hike - 50 bps increase to 5.75 perhaps - will reduce CAD, incentivise capital flowsIndia's monetary policy committee faces a complex decision. Delayed economic growth data and an unknown US Federal Reserve policy create si...
01 Jun, 2026, 12.23 AM IST
Charting the global economy: Inflation hits incomes and spendingGlobal economies face rising inflation and slowing consumer spending. In the US, incomes are squeezed, pushing savings rates down. Europe s...
31 May, 2026, 10.36 AM IST
5 world market themes for the week aheadGlobal markets are keenly watching U.S.-Iran ceasefire talks and the Strait of Hormuz, alongside crucial U.S. jobs data and euro zone infla...
30 May, 2026, 09.26 AM IST
Rs 199 for a diet coke: How Q-commerce is capitalizing on India's canned drink deficitImported cans of Diet Coke, Coke Zero, 7 Up Zero Sugar and other soft drinks are being sold on quick commerce platforms at nearly five time...
28 May, 2026, 06.48 AM IST
Sri Lanka jolts markets with outsized 100-bp rate hike to counter Gulf crisisSri Lanka's central bank enacted a significant 100 basis point policy rate hike, its largest in four years, to combat rising inflation and ...
26 May, 2026, 11.04 AM IST
Long-term Investing: Ecosystem with an edge called India; 12 large- mid- and small-cap stocks with upside potential of up to 34%Tactical investing should not be confused with long-term investing. In a world where geopolitical risk, commodity shocks, and uncertainty a...
23 May, 2026, 10.24 PM IST
GST gains eroded by Gulf war: Dabur CEO Mohit MalhotraDabur's CEO Mohit Malhotra says the West Asia war has impacted the gains from GST measures. The company is raising prices and acquiring dig...
23 May, 2026, 03.05 PM IST
Market will be volatile, look for an alternative solution: 5 large-caps from different sectors with upside potential of up to 30%A fall in crude oil prices can trigger a relief rally, which in fact it did in early trade on Thursday. But there is another reality as wel...
21 May, 2026, 03.07 PM IST
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 35%The price hikes in petrol and diesel follow the increase in the duty on gold. The way these hikes are being implemented makes it clear that...
15 May, 2026, 08.28 PM IST
Tata Motors turns cautious on capex amid West Asia war headwindsTata Motors is proceeding with caution on its spending plans. The West Asia crisis has created several challenges for the company. Despite ...
13 May, 2026, 08.25 PM IST
Observe and shock absorb: To ride out this oil crisis, focus should be on well-targeted support, not broad price suppressionIndia is navigating a critical oil import challenge. The government's approach of keeping fuel prices steady faces fiscal and equity questi...
12 May, 2026, 05.52 PM IST
Wealth creation is also about ignoring noise on the street: 15 mid- and small-cap stocks from different sectors which fit the billIn the April 2022-September 2024 bull market, every management appeared capable. Margins expanded, working capital looked manageable, capit...
10 May, 2026, 12.18 AM IST
India’s fuel resilience amid global oil turmoilThe article describes India’s economy as “resilient” amid the West Asia crisis, highlighting the country’s ability to maintain stable fuel ...
09 May, 2026, 01.25 PM IST
Global Markets | Resilience Tested: Asian economies balance buffers against rising oil shockAsian economies are scrambling to manage an energy shock caused by the Iran war, with soaring oil prices and supply disruptions hitting the...
05 May, 2026, 10.01 AM IST
Global Market: Emerging markets face mounting economic pressure amid Iran war disruptionsThe Iran war's economic ripple effect is hitting emerging markets hard, two months on. Rising inflation, trade disruptions, and fiscal stra...
28 Apr, 2026, 10.28 AM IST