How markets work, and why they moved.

Policy
India has extended its key export tax refund schemes to keep 'Made in India' products competitive. We explain why these aren't subsidies but a way to stop exporting local taxes.
01 OCT · 5 min read

Markets
Adani group companies recently paid to settle cases without admitting guilt. Here is how SEBI's legal shortcuts and new formula-based penalties actually work.
29 SEPT · 5 min read

Markets
Foreign investors have pulled billions from India despite a 10% growth target. Here is how the global AI boom is draining capital from the NSE.
27 SEPT · 5 min read

Markets
The Indian stock market just saw its sharpest sell-off in months, with the Sensex plunging 1.67% in a single day. We explain why a spike in US bond yields is scaring investors away from India.
25 SEPT · 6 min read

Business
Luxury goods are booming, but the Finance Minister says India Inc must look beyond the rich. Here is why the government is worried about brands ignoring the mass market.
23 SEPT · 4 min read

Markets
Investors paid ₹300 for Hero Motors shares in the unlisted market, only to see the official IPO price set at ₹84. Here is how the unlisted bubble works.
19 SEPT · 5 min read

Markets
Onions sold for ₹1 a kg in May and over ₹50 in September, yet India grew about the same amount. Here's how storage and timing drive the price swings.
18 SEPT · 5 min read

Markets
Reliance launched Bombay Creamery with ice cream at ₹10, half of Amul's cheapest cup. Here's the freezer math, the GST cut, and who actually loses money.
15 SEPT · 5 min read

Markets
Ganesh Chaturthi pumps a lakh crore through Mumbai, on things designed to be immersed within days. Here's the broken-window question, and the cost no one bills.
14 SEPT · 5 min read

Policy
India failed to win an exemption from Britain's carbon border tax, then got relief anyway. Here's how CBAM works, and why your own rules became the escape.
12 SEPT · 5 min read

Markets
India attracted over $250 billion in data-centre investment, yet Moody's says it may add just 0.13% to GDP. Here's the gap between money spent and value captured.
11 SEPT · 5 min read

Markets
Japan discovered the highest gold concentration ever recorded, on the seafloor. Here's why "richest deposit on Earth" doesn't mean rich, and the difference between a resource and a reserve.
10 SEPT · 5 min read
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