Author: Aruna Kaim

The era of easy money is facing a firm roadblock on Mint Street. Following the Reserve Bank of India’s (RBI) latest monetary policy review on June 5, economists and global brokerages are aggressively resetting their expectations. The consensus view is clear: India is likely on the verge of its first interest rate hike in over three years. While RBI Governor Sanjay Malhotra and the Monetary Policy Committee (MPC) unanimously chose to keep the benchmark repo rate unchanged at 5.25%, the central bank’s underlying economic commentary took a distinctly hawkish turn. The Macro Catalysts: Why the Threat Level Rose The central…

In a major leadership shakeup within India’s alternative asset management space, Subahoo Chordia, a key architect and co-CEO of Edelweiss Alternatives’ real assets vertical, has resigned. According to people familiar with the development, Chordia is moving on to establish his own independent infrastructure fund. Chordia’s exit marks the end of a long, highly impactful stint at the firm, where he pioneered some of the country’s earliest and most successful structured infrastructure yield products. The Architect of Indian Infra Yield Within the Indian financial landscape, Chordia is widely recognized as a trailblazer for real asset investments. He originally set up the…

Grasim Industries, the flagship company of the Aditya Birla Group, has announced a massive capital expenditure (CapEx) plan to aggressively scale up its sustainable textiles business. The company’s board has formally approved a ₹3,094 crore investment to establish a state-of-the-art Lyocell fiber production plant in Harihar, Karnataka. The mega project is designed to help Grasim capitalize on a powerful global shift toward eco-friendly, circular fashion, while simultaneously cementing its dominant position in the Man-Made Cellulosic Fiber (MMCF) sector. What is Lyocell and Why is Grasim Betting Big? Lyocell is a next-generation, premium cellulosic fiber derived from sustainably sourced wood pulp.…

Despite periodic diplomatic headwinds, the economic bridge between India and Canada is growing structurally stronger. According to a joint report by the Confederation of Indian Industry (CII) and the Canada-India Business Council (CIBC), corporate India has aggressively expanded its footprint across the North American nation, contributing significant capital and employment. The report, titled “From India to Canada: Economic Impact and Engagement,” was officially unveiled during Commerce Minister Piyush Goyal’s bilateral trade delegation visit to Canada. The Key Corporate Footprints The data shows a massive scaling up of Indian enterprise operations inside Canada, with corporate presence and hiring metrics hitting historic…

Wall Street’s main indexes bounced back sharply on Monday, staging a solid recovery following a brutal tech-led rout in the previous session. Investors found a dual dose of confidence as heavily beaten-down semiconductor stocks experienced aggressive buying, while cooling geopolitical friction in the Middle East gave global risk appetite a welcome boost. The $1 Trillion Chip Bounce-Back The Philadelphia SE Semiconductor index jumped 4.6%, launching a major counter-rally just days after a brutal post-Broadcom earnings slide wiped out nearly $1 trillion in market value from US-listed chipmakers. Traders who had retreated late last week on fears that the artificial intelligence…

Billionaire investor and Bridgewater Associates founder Ray Dalio has issued a stark warning regarding the artificial intelligence market, stating that it is exhibiting the classic hallmarks of a financial bubble. While acknowledging that AI is an extraordinary, transformative technology, Dalio emphasized that the sector has entered a more dangerous phase. According to Dalio, the ultimate pricking of any asset bubble comes down to a simple, structural accounting shift: the process of converting “paper” wealth into actual money. The Core Thesis: Wealth vs. Money Dalio’s warning centers on a fundamental economic distinction that often gets blurred during speculative market runs: Wealth…

Intel (INTC) received a massive vote of confidence for its specialized chip manufacturing ambitions. According to a report by The Information, Google’s parent company, Alphabet, has placed an order with Intel to manufacture more than three million custom Tensor Processing Units (TPUs) in 2028. The blockbuster report sent shockwaves through the tech sector, causing Intel’s shares to surge over 13% in premarket trading. The AI Chips Strategy: Shifting to Custom Silicon For years, the market for high-end AI processing has been overwhelmingly dominated by Nvidia. However, the world’s largest tech companies (hyperscalers) are rapidly shifting toward custom, in-house silicon to…

Shares of Eli Lilly (LLY) climbed 4% on Monday following the release of highly encouraging clinical trial data for its next-generation obesity drug, retatrutide. Presented at the American Diabetes Association meeting in New Orleans, the data from two distinct Phase III trials—targeting treatment-naive type 2 diabetes patients and patients living with obesity—has led Wall Street analysts to predict that Lilly is significantly widening its lead over competitors. While Lilly’s stock has enjoyed a steady 9% gain so far this year, its primary rival, Novo Nordisk, has faced a challenging period, with its stock declining roughly 17% year-to-date. Understanding Lilly’s Evolving…

When scanning a company’s financial statements, most investors skip straight to revenue, net profit, and debt. They completely ignore a routine-looking line item buried in the balance sheet: Deferred Tax Assets (DTAs). But behind that dry accounting line can sit a graveyard of disputed demands, unabsorbed business losses, aggressive future profit assumptions, and heavy management judgment. When a company wants to artificially inflate its current profits or make its balance sheet look stronger than it actually is, DTAs are one of the easiest levers to pull. Here is how the trick works, and how to spot a bad apple in…

Global market sentiment is heavy right now. Geopolitical tensions, persistent macroeconomic crosswinds, and red trading screens are tempting investors to retreat to the safety of large caps. But seasoned, risk-tolerant investors understand a fundamental truth: the order book does not shorten just because the screen turned red. During a market correction, the gap between a stock’s price and its operational reality widens. When panic selling takes over, a “small-cap stock” (a volatile ticker on a screen) can easily be confused with a “small-cap business” (a highly capital-efficient firm with a bulging order book and structural tailwinds). For investors with the…