Brent’s 3.7% rise to $108 a barrel exposes an imbalance in Indian equities. A small group of producers benefits, while oil costs spread through margins, inflation, demand and the rupee.
4 min read
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SEBI found no evidence that Vinod Adani controlled the offshore funds examined in its minimum-public-shareholding case. The decision removes a specific regulatory overhang, but it does not settle the wider valuation debate around governance and financing.
8 min read
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The Nifty 50’s 0.88 per cent weekly fall was modest. Its seventh successive decline was not. Domestic institutions are limiting the damage, but weaker mid-caps, higher volatility and persistent foreign selling show that liquidity is defending the market rather than leading it.
5 min read
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IRDAI’s proposed return to product-level commission caps drove PB Fintech down 36 per cent and Turtlemint down 20 per cent. The sell-off exposed a harder question about who retains the profits from distributing life insurance.
5 min read
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The swap values Happiest Minds at ₹6,167 crore on a higher multiple than ITC Infotech's own, and its shares still fell 9%. The reason is that a swap ratio is not a price.
7 min read
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