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Weekend Reflections

Week ending 7th Feb 2026

# 1 Markets 1.1 Indian equity benchmarks closed last week higher, supported by post-Budget consolidation, progress on a US–India trade...
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Beyond the Headlines: The Budget Through a Contrarian Lens

  Fiscal deficit   The centre has brought its fiscal deficit down from 9.2% of GDP in FY21 to 4.8% in FY25,...
Read More
Reflections of the week that was

Week ending 31st Jan 2026

# 1 Markets 1.1 Indian equity markets traded calmly but within a narrow range last week ahead of the Union...
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Reflections of the week that was

Week ending 24th Jan 2026

# 1 Market 1.1 Indian equity markets came under sustained pressure last week, with benchmark indices retreating amid escalating global...
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Reflections of the week that was

Week ending 17th January 2026

# 1 Markets Indian equity markets weakened last week, as global uncertainties and profit-taking weighed on sentiment. The Nifty 50...
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Reflections of the week that was

Week ending 10th January 2026

# 1 Markets 1.1 India’s benchmark indices fell for a fifth consecutive session on Friday, posting weekly losses of 2.5%—the...
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Weekend Reflections

Week ending 7th Feb 2026

# 1 Markets 1.1 Indian equity benchmarks closed last week higher, supported by post-Budget consolidation, progress on a US–India trade deal, and the RBI’s steady policy stance, even as global...
Read the article

Beyond the Headlines: The Budget Through a Contrarian Lens

  Fiscal deficit   The centre has brought its fiscal deficit down from 9.2% of GDP in FY21 to 4.8% in FY25, and it’s aiming for 4.4% in FY26. At the same...
Read the article
Reflections of the week that was

Week ending 31st Jan 2026

# 1 Markets 1.1 Indian equity markets traded calmly but within a narrow range last week ahead of the Union Budget, with benchmark indices gaining about 1% as investors remained...
Read the article
Reflections of the week that was

Week ending 24th Jan 2026

# 1 Market 1.1 Indian equity markets came under sustained pressure last week, with benchmark indices retreating amid escalating global trade tensions, heavy foreign institutional investor (FII) outflows of over...
Read the article
Reflections of the week that was

Week ending 17th January 2026

# 1 Markets Indian equity markets weakened last week, as global uncertainties and profit-taking weighed on sentiment. The Nifty 50 slipped below the 25,700 mark, registering a weekly decline of...
Read the article
Reflections of the week that was

Week ending 10th January 2026

# 1 Markets 1.1 India’s benchmark indices fell for a fifth consecutive session on Friday, posting weekly losses of 2.5%—the steepest since September—as investors turned cautious ahead of U.S. jobs...
Read the article