A key shift we expect is transition in policy emphasis from stimulating consumption to enabling production, reflecting a broader economic pivot from a ‘Buy India’ approach to a ‘Build India’ agenda.Read More

Microfinance lenders are showing signs of recovery after a prolonged bad loan cycle. Leading institutions like Bandhan Bank, Ujjivan Small Finance Bank, and CreditAccess Grameen reported stable non-performing assets and improved margins. This performance suggests a normalization of business, offering relief to stakeholders and indicating a positive outlook for the sector.Read More

KKR plans to invest tens of billions of dollars in India over the next 5-10 years, identifying it as a priority strategic market. The firm sees compelling opportunities in India’s consumption, growth, and digital advancements, alongside infrastructure and private credit. While valuations have risen, KKR believes they remain attractive relative to the country’s strong growth...Read More

Indian stock markets, including NSE and BSE, are closed today, January 26, for Republic Day. Trading will resume on Tuesday, January 27. This marks the second holiday of the year, with 16 closures scheduled for 2026 due to various national and religious observances.Read More

Traders are on high alert for potential Japanese government intervention to curb the yen’s recent decline, with speculation fueled by reports of the Federal Reserve Bank of New York contacting financial institutions about the exchange rate. This move, potentially with US backing, follows a warning from Prime Minister Sanae Takaichi about abnormal yen movements.Read More

Gold prices have reached a record high of over $5,000 per ounce. This surge is driven by global uncertainty and policies from US President Donald Trump. Recent events, including trade war fears and pressure on the Federal Reserve, have boosted gold’s appeal. Investors are seeking safe havens as confidence in the dollar and bonds wavers.Read More