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Markets Celebrate Ceasefire
The war is not over by any stretch and we should calibrate ourselves accordingly even as we welcome the ceasefire
Vinit Karnik on India’s Sports Economy, IPL Growth & Media Money
India’s sports sponsorship economy crosses $2 billion
Auto Production Under Watch; Price Hikes Loom As War Hits FY27 Forecasts
FY26 ended on a high, but FY27 faces rising car prices, war-driven supply chain stress, and gas shortages in production that could cap the auto sector's growth trajectory.
Indian Markets are Adjusting to The Mixed Signals from the US on The War
There is an interesting situation developing in the market...
Markets Rise on Monday Morning Peace Overtures
The Indian markets driven by hope rather than reason, saw a strong rebound
West Asia Conflict Threatens To Stifle India’s Nascent Capex Cycle
As India's private capital expenditure revival attempts to take off, it faces several challenges, including the war in West Asia and an uneven domestic consumption story.
India’s Energy Mirage: The High Cost Of Artificial Prices
While the government has selectively raised prices on higher-octane petrol, jet fuel, and commercial gas cylinders, the broader consumer market for oil and gas remains heavily shielded.
Will Markets start Adjusting to a War Normal this Week
If crude supplies continue to be managed effectively we could be entering a more steady market phase with a return to focus on domestic fundamentals
An ‘Ending’ in Iran That Lifts Oil Prices And Exposes India’s Gas Illusions
The government continues to maintain that there is no cooking gas shortage in India, but ground reports show otherwise.
Indian Markets Gain on a Fresh Round of Optimism of War End
India's benchmarks were much higher on the first day of the fiscal year after a very bruising March
India Can Make Any Drug. What Will It Take to Invent a First-in-Class Molecule?
The industry that flooded the world with semaglutide on the same day it went generic has yet to invent a first-in-class drug that sells globally.
