Hormuz Grinds, Sends Brent Past $82, Rupee Slides

Washington steps in as private insurers abandon the strait — but with cover cancelled from March 5 and oil up 17% in days, India faces a mounting crisis at the pump US... Read more »

Oil’s Risk Premium Returns: India Counts the Cost of a Hormuz Shock

From $65 to $71 in days, India’s crude basket is flashing early warning signs. The real question now is how long the Strait of Hormuz stays safe.  For India, oil is crucial... Read more »

The World Changed on Saturday. Here’s What Happens to Your Money on Monday.

The US-Israel strike that killed Khamenei has changed the geopolitical reality in the Middle East. Indian markets will pay the price on Monday, the question is for how long. The weekend did... Read more »

Howard Marks Says AI Is ‘Very Real,’ Warns Against All-In Bets As Bubble Question Persists

Oaktree Capital chief calls AI advancement “unlike anything we’ve seen before,” flags job displacement fears while urging moderate, selective investing approach Howard Marks, co-founder and co-chairman of Oaktree Capital Management, has released... Read more »

Trump Reset Keeps Global Trade Tariffs Alive For Now

The Supreme Court clipped presidential power. Has the market celebrated too quickly? The U.S. Supreme Court may have dismantled the emergency tariff regime, but the trade war narrative is far from over.... Read more »

The Night India’s Option Punters Hit the Jackpot

Trump’s India trade deal sent Nifty soaring 800 points. For those holding cheap calls, it was lottery night. For those who sold them? A bloodbath   Somewhere in India last night, a... Read more »

The Tantrum, The Tweet, and The Truth

Budget panic, Trump euphoria, and what long-term investors should ignore  Forty-eight hours can change sentiment, and how. On Sunday, Finance Minister Nirmala Sitharaman delivered her ninth consecutive budget, and markets responded by... Read more »

The SIP Generation Faces a Reckoning

The great Indian equity story is sobering, or so it seems and retail investors may be caught in the crossfire. A new analysis from Kotak Institutional Equities reveals that investors who started... Read more »

1,559 Points of Wild Swings: The Day Nifty Became a Grinder for Traders

The Baap of Volatility has arrived—and it’s devouring retail portfolios for breakfast, lunch, and dinner Something extraordinary happened on Dalal Street today. The Nifty 50 didn’t just move, but nosedived, rocketed, screamed... Read more »

Households Sitting on $10 Trillion Wealth Pile; Financial Assets To Surge To $18-20 Trillion

Morgan Stanley Report Shows Historic Shift Away from Gold and Property; Equity Investments Triple in Five Years Indian household wealth has swelled to a record $10.1 trillion, with families dramatically reshaping their... Read more »