Primers
RBI’s Monetary Policy Review
On October 07, 2026, RBI’s Monetary Policy Committee (MPC) made following policy decisions: The RBI’s MPC voted unanimously to raise the repo rate by 25 bps to 5.50%. The MPC also decided to change the stance to calibrated tightening with a vote of 4:2. Executive summary of RBI’s press releases/ press conference: Global Economy: • […]
Tussle between Attractive Micros and Challenging Geopolitical Factors
Geopolitical friction dictates short-term volatility, but corporate earnings and reasonable valuations govern long-term equity returns. Despite headwinds from Middle East tensions, high oil prices, a softer currency, and foreign selling, corporate fundamentals remain resilient with broad-based profit beats and upward estimate revisions. With key indices trading at a discount to historical averages and robust domestic […]
RBI’s Monetary Policy Review
On August 05, 2026, RBI’s Monetary Policy Committee (MPC) made following policy decisions: The RBI’s MPC voted unanimously to keep the repo rate unchanged at 5.25%. The MPC also decided to continue with the neutral monetary policy stance. Executive summary of RBI’s press releases/ press conference Global Economy: The West Asia conflict is hurting the […]
RBI’s Monetary Policy Review
On Jun 05, 2026, RBI’s Monetary Policy Committee (MPC) took following policy decisions: The RBI’s MPC voted unanimously to keep the repo rate unchanged at 5.25%. The MPC also decided to continue with the neutral monetary policy stance. Executive summary of RBI’s press releases/ press conference: Global Economy: Global economic outlook remains uncertain due to […]
Copper: The Next Leg of the Commodity Supercycle
Commodity cycles rotate and the baton is passing. Precious Metals rallied first with Gold delivering >60% and Silver >140% returns in 2025, meanwhile, Copper was also up 40% in 2025 but still trades at multi-decade lows vs. both Gold and Silver. That gap matters because Copper’s demand drivers, e.g., Power grids, AI, data centres, EVs, […]
InvITs in India
Traditionally, Indian infrastructure relied on bank finance, which limited funding options. To fix this, the 2014 Union Budget introduced InvITs, with SEBI setting the official rules later that year. This created a new way for projects to get long-term investment beyond just bank borrowing. An InvIT is a collective investment vehicle that pools capital to […]
2026 HDFC TRU