Feb 9 2026 How Capital Allocation Has Become the Real Competitive Advantage For much of the past decade, investors were conditioned to search for competitive advantage in products, platforms and sectors. The assumption was simple: identify the right industry or the most excit... Capital Allocation Deploy Cash Real Competitive Advantage Stock Market Read More Feb 9, 2026
Feb 7 2026 India-U.S. Trade Deal: Who Gains, What Changes, What is in the Deal? India and the United States have taken a major step towards resetting and deepening their economic relationship by finalising a framework for an interim trade agreement. Announced through a joint stat... Read More Feb 7, 2026
Feb 6 2026 RBI Concludes Its Final MPC of FY26: A Pause That Signals Comfort, Not Complacency The Reserve Bank of India concluded its final Monetary Policy Committee (MPC) meeting of FY26 on February 6, 2026, choosing to keep policy rates unchanged and maintain a neutral stance. The decision m... RBI Policy RBI Rate Cut Rate Cut Stock Market Read More Feb 6, 2026
Feb 5 2026 SpaceX–xAI Merger: How Elon Musk Just Redefined the Economics of Artificial Intelligence In February 2026, Elon Musk quietly pulled off one of the most consequential corporate restructurings of the decade. SpaceX acquired Musk’s artificial intelligence venture xAI, creating a combined pri... Elon Musk Investment SpaceC xAI Read More Feb 5, 2026
Feb 4 2026 AI Shockwaves Hit Indian IT & BPO Stocks: What the Anthropic AI Trigger Really Means Indian IT and BPO stocks saw a sharp sell-off today as fears around accelerated white-collar automation resurfaced. The trigger was not earnings, guidance, or macro data but a technology release. The ... AI Company Anthropic AI BPO Stocks IT Index Crash IT Stocks Read More Feb 4, 2026
Feb 3 2026 India–U.S. Trade Deal: Why Markets Care, What Changes on the Ground and Where the Real Opportunities Lie After months of uncertainty and tariff-related overhang, India and the United States have finally announced a trade agreement that lowers reciprocal tariffs on Indian goods to 18 per cent from the ear... India–U.S. Trade Deal Sectoral Updates Stock Market Why Stock Market is Up Today Read More Feb 3, 2026
Feb 2 2026 January 2026: Where the Action Was; A Combined View of Sector Trends and Stock Level Winners & Losers January 2026 marked a decisive shift in market tone. After months of resilience and selective rallies, Indian equity markets entered a corrective phase as global risk-off sentiment, geopolitical uncer... Losers Top Gainers Top Losers Union Budget 2026 Winners Read More Feb 2, 2026
Jan 31 2026 Budget-to-Budget Performance of the Small-Cap Index: Top 3 Performers From Union Budget 2025 to 2026 The Union Budget 2025-26 was presented on 1 February 2025 by Finance Minister Nirmala Sitharaman for the fiscal year 2025-26. As markets approach the 2026-27 Budget scheduled on 1 February 2026, it he... Budget-to-Budget Performance GRSE Hindustan Copper MCX Small-Cap Small-Cap Index Read More Jan 31, 2026
Jan 30 2026 A 10–20% Probability of a 2008 Style Crisis: Why the Economic Survey’s Warning Matters When India’s Chief Economic Advisor assigns even a 10–20 per cent probability to a global crisis worse than 2008, it is not a casual remark. It is a signal that the global economic system is operating... 2008 Crisis contagion travels global economic system macroeconomic Read More Jan 30, 2026
Jan 29 2026 Economic Survey 2026: India’s Growth Story Turns Inward as Global Risks Rise The Economic Survey 2025–26, tabled in Parliament today by Finance Minister Nirmala Sitharaman, presents a confident yet calibrated assessment of India’s economic trajectory at a time when global grow... Economic Survey 2026 Finance Minister Nirmala Sitharaman Union Budget 2026 domestic demand Read More Jan 29, 2026
Jan 28 2026 Why 2026–2030 Will Reward Process Over Prediction For much of the last decade, successful investing appeared to reward prediction. Calling the next sectoral boom, identifying the fastest growing platform or anticipating central bank pivots often deli... Financial Forecasting Investing Strategy 2026 Portfolio Management Read More Jan 28, 2026
Jan 27 2026 Trade Deals, Tariffs and Capital Flows: Why Diplomacy Now Moves Markets Faster Than Earnings For decades, corporate earnings were the undisputed drivers of equity markets. Better margins, stronger growth and positive guidance translated into higher valuations. But as globalisation enters a mo... Capital Flows Stock Market Trade Deal U.S. Tariff Read More Jan 27, 2026