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Can Indian refiners keep margins steady even as Russian oil volumes fall?

  • by Ram Kalyan Medury
  • November 26, 2025November 26, 2025

Indian refiners are seeing lower Russian crude volumes due to sanctions, but their maths still works because Brent prices are… Read More »Can Indian refiners keep margins steady even as Russian oil volumes fall?

Why are overleveraged microfinance borrowers falling so sharply?

  • by Ram Kalyan Medury
  • November 25, 2025November 25, 2025

Overleveraged borrowers in Indian microfinance, defined as low income customers taking loans from four or more lenders, have almost halved… Read More »Why are overleveraged microfinance borrowers falling so sharply?

Are Indian investors overpaying for global ETFs?

  • by Ram Kalyan Medury
  • November 21, 2025November 21, 2025

Indian investors chasing the AI theme via global ETFs listed in India face a pricing trap because unit supply is… Read More »Are Indian investors overpaying for global ETFs?

Is the AI stock surge a bubble or a buildout

  • by Ram Kalyan Medury
  • November 19, 2025November 19, 2025

AI stocks are richly valued and sentiment is swinging, but the backdrop is a real capex boom in data centres,… Read More »Is the AI stock surge a bubble or a buildout

Will lower US Tariffs boost India’s spices, tea and coffee sales?

  • by Ram Kalyan Medury
  • November 18, 2025November 18, 2025

Indian spices, tea and coffee now get a price lift in the US as duties on over 250 food items… Read More »Will lower US Tariffs boost India’s spices, tea and coffee sales?

Why are FIIs selling stocks but queuing up for IPOs?

  • by Ram Kalyan Medury
  • November 13, 2025November 13, 2025

FIIs are trimming secondary market exposure because valuations look rich, US real yields are high and the dollar is strong,… Read More »Why are FIIs selling stocks but queuing up for IPOs?

Why did India’s inflation crash to a record low in October

  • by Ram Kalyan Medury
  • November 12, 2025November 12, 2025

India’s retail inflation fell to a record low of 0.25% in October 2025, far below the RBI’s 2–6% band and… Read More »Why did India’s inflation crash to a record low in October

Is your digital gold really safe

  • by Ram Kalyan Medury
  • November 10, 2025November 10, 2025

SEBI has warned that “digital gold” or “e-gold” sold by various online platforms is outside its regulatory purview and is… Read More »Is your digital gold really safe

Are AI stocks building on thin ice?

  • by Ram Kalyan Medury
  • November 7, 2025November 7, 2025

Over the past year, broad AI equity baskets returned roughly 10–25%, while many AI infrastructure names and leaders posted far… Read More »Are AI stocks building on thin ice?

Can India’s IPO boom turn into durable gains

  • by Ram Kalyan Medury
  • November 5, 2025November 5, 2025

India’s IPO pipeline is swelling because liquidity is strong, earnings are resilient and investor appetite is high, and both mainboard… Read More »Can India’s IPO boom turn into durable gains

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Type: Corporate, Validity: Perpetual

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