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A fortnightly view on the macro forces shaping Indian markets. These pieces reflect how we think, not what we recommend.
Macro Outlook
King Dollar's Quieter Reign: The Question Is Real, Just Not the One Everyone Is Asking
The dollar's share of global reserves has been quietly eroding for a decade. The replacement isn't the yuan or the euro — it's gold, and what that means for India as a borrower and as a sovereign.
2 JUN 202616 min read
Macro Outlook
The Hormuz Premium and the Specter of 2026
How a closed strait, a record-low rupee, and a fragmenting world economy connect to the cost of running an Indian household this year.
19 MAY 202612 min read