Is India’s Growth Story Gaining Traction?
1. Government Spending Takes off Recent data shows the central government’s capital expenditure surged nearly 40% year-on-year in H1 of FY26 (April–September) […]
Foreign Capital Rotation
China and Gold shine, but India’s domestic engine keeps markets steady Foreign investors have not fled India — they’ve rotated. After two […]
Power Costs Hit a 20-Year Low
For years, high energy bills have weighed heavily on Indian industry. Now, change is underway. Factories are seeing the cheapest power in […]
Credit Growth: Signs of a Slowdown with Selective Bright Spots
India’s banking sector has entered a phase of moderation in credit growth. Despite a steady economic backdrop and government emphasis on infrastructure, […]
India’s Household Savings Puzzle: Low Mortgage Debt, High Consumption Borrowing
Two striking trends are unfolding in India’s household balance sheets. On one hand, net financial savings have plummeted to levels last seen […]
Stress in Retail Loans Emerges as Key Theme in Q1 FY26
Bajaj Finance’s Q1 FY26 earnings are an indicator of what’s happening across India’s retail lending sector: decent growth numbers, but a rising […]