Why India's oilseed policy needs a sharper knife, not a broader net. India’s oilseed strategy has been stretched too wide, chasing multiple crops with uneven focus. A new paper argues that pruning the list of “major” oilseeds and investing deeply—especially in mustard, soybean,

Why do stock splits matter—and when do they work best? Stock splits may be simple math, but when executed with timing and strong fundamentals, they unlock broader ownership, energise retail participation, and signal confidence. Nvidia’s June 2024 split—backed by real growth in

As India nears 2047 with over 850 million urban residents in sight, it’s time to rethink where and how we build our cities. The Smart Cities Mission may have upgraded existing urban spaces, but true transformation lies in nurturing district hubs into the next generation of

Meta’s $27B Hyperion financing deal is more than a milestone—it’s a glimpse into the evolving architecture of modern corporations. By structuring a massive data center project through a special purpose vehicle, Meta is rewriting the rules of ownership, debt, and control. This is

India’s latest proposal to allow foreign direct investment in inventory-based e-commerce—but only for exports—reveals both ambition and anxiety. Policymakers are trying to walk a tightrope: protect small domestic retailers from Big Tech disruption while attracting global capital

As 121 constituencies across Bihar go to vote, the first phase of the 2025 Assembly elections sets the tone for what may be one of the most consequential contests in recent memory. With legacy leaders, rising rebels, and new challengers like Jan Suraj entering the fray, this is

In a world that says ‘hold tight’, I’m arguing: ‘pour more’. @91basispoints

Zohran Mamdani’s surprising win in New York is more than a political upset, it reflects a deeper shift in how younger voters engage with leadership, policy, and representation. His campaign’s focus on affordability, public transport, and inclusivity resonated across age and

SEBI’s proposed revamp of mutual fund costs is a decisive move to realign the system with investor interest. By pushing for transparency, capping hidden charges, and redefining what counts inside the Total Expense Ratio, it forces the industry to justify every rupee charged. The

When Belief Becomes Policy: India’s Moment of Faith and Foresight From demography to digital governance, trade to trust, India’s story this week was one of conviction and complexity. Whether it’s the quiet data of fertility rates or the bold experiments in private credit and

Winning isn't always winning—especially in India’s bond auctions. As demand deepens and auction cutoffs grow sharper, traders face a strange paradox: the more aggressive their bids, the higher the risk of overpaying. 🔹Why is “winning” in these auctions sometimes a curse? 🔹How

India’s green transition needs copper—lots of it. From solar panels to EVs, copper is the metal that powers net-zero goals. But rising global demand, concentrated supply chains, and limited domestic production have created a new strategic vulnerability. 🔹Can India secure

Did a Canadian Apology Empower Trump at India’s Expense? When Canada’s PM Mark Carney apologised to Donald Trump over an Ontario ad criticising US tariffs, it wasn’t just a bilateral episode. It may have given Trump a boost, reinforcing his belief that foreign leaders will make

India’s banks are profitable, well-capitalised, and dominant in deposits, yet they increasingly shy away from long-term risk, complex structuring, and credit innovation. Regulation has prioritised safety, but at the cost of purpose. As private credit funds and offshore markets

India’s numbers don’t move in isolation. They tell us where stress is building, where global money is flowing, and how policy cushions are holding up. Here’s a look at major signals from last week; not in silos, but as part of the bigger macro story. Read the full analysis by

India’s policy playbook needs an urgent update. At a time when global trade fragmentation is reshaping growth dynamics, India’s response must go beyond fiscal comfort and self-reliance rhetoric. Despite macro stability, private investment remains elusive, reflecting deep-rooted

Today, India’s public bond market is a shadow of its former self—overshadowed by private placements and starved of AAA-rated issuers. SEBI now wants to revive retail interest with incentives like coupon top-ups and discounted issue prices. 🔹Will incentives alone be enough to

India’s financial redress system just faced a test of its own. A Bombay High Court order has spotlighted procedural fairness in the RBI’s Ombudsman framework, especially in a high-stakes fraud case. As digital frauds rise and customer expectations grow, the Ombudsman’s

Retail traders are increasingly caught in a high-risk, high-cost trap—pushed away from simple futures and deeper into complex options due to rising lot sizes and capital barriers. As SEBI rightly worries about retail losses, the question is whether it’s time to revive a simpler,