News & Insights
Curated headlines and takeaways to spark ideas. These are note-style highlights you can research further — not recommendations.
GST collections rise 12.6% to an all-time high of ₹2.37 lakh crore in April
Macro pulse: stronger formalization and consumption. Watch fiscal room and sector beneficiaries (logistics, BFSI, consumer).
MacroDIIs surpass FPIs in ownership of NSE-listed companies after 22 years
Flows matter: persistent domestic SIPs can cushion global outflows; impacts liquidity and market leadership.
FlowsWarren Buffett’s simple rule to make money in a falling market
Playbook: buy great businesses at better prices; keep cash, stay patient, and ignore noise.
Investor Wisdom“It’s not your salary, but your savings that make you a millionaire” — Vijay Kedia
Discipline beats income level: automate savings/SIPs; let compounding work.
Personal FinanceCopper is the next gold
Thesis: electrification + grids + EVs drive structural demand; watch miners and downstream manufacturers.
CommoditiesTrade War Deepens: Will China Dump US Bonds Next?
Geopolitics & rates: treasury demand dynamics can sway global risk appetite and USD liquidity.
GeopoliticsWhy did Trump pause the tariffs? The bond market rebelled
Bonds as referee: yield spikes tighten financial conditions, influencing policy paths.
Macro