The Macro Brew
India's macro picture, explained for the retail investor.
How Does India Borrow and Lend?
Understanding how the money flows in the Indian economy and how fixed income instruments react to macroeconomic events along with Monetary Policy Decisions.
Read more → April 5, 2026Greasing The Wheel
How a price on a barrel of oil in the Persian Gulf becomes a constraint on RBI policy, a wider fiscal deficit, a weaker rupee, and a higher discount rate on every Nifty growth story.
Read more → March 12, 2026Are We Paying Tomorrow's Returns Today?
Are investors buying genuine growth, or paying today for returns that would normally arrive tomorrow? What the CAPE ratio says about Indian equity valuations and forward returns.
Read more → February 24, 2026How Systematic Are SIPs?
Do investors keep their SIPs running through market drawdowns, or cancel out of fear? Testing whether SIP flows are the "sticky money" that stabilises Indian equities.
Read more → February 19, 2026Inflation With the Fine Print
This month's headline inflation came in with a surprise!
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