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The Silver Shock: When Industry, Not Investors, Broke the Market
Silver’s 2025 rally was driven by industrial demand and supply shortages, signalling its shift from a precious metal to a strategic industrial asset.

Team Kautilya
1 day ago3 min read


India - New Zealand FTA: A new Trade Boost
The India-New Zealand FTA offers zero-duty access, $20B investment, and 5,000 professional visas, while protecting India's dairy sector. Tap to know more.

Team Kautilya
4 days ago2 min read


The GCC Gold Rush: India Emerges as the Global Hub
India’s 1,900 GCCs have evolved into $60 billion innovation hubs, moving beyond cost-savings to lead global R&D and AI. Tap to know more.

Team Kautilya
Dec 31, 20252 min read


IMF Flags India’s GDP Data as C-Grade
The IMF gave India’s GDP data a ‘C’ grade for its outdated 2011-12 base year, but maintained a strong 7.2% growth outlook. Tap to know more.

Team Kautilya
Dec 28, 20252 min read


The NPS Overhaul: How New Investment Avenues are Redefining Retirement
The revamped NPS now offers equity allocation up to 100%, AIFs, and REITs, enabling dynamic, high-growth, and risk-adjusted retirement planning. Tap to know more.
Anubhav Awasthi
Dec 24, 20252 min read


From Tariffs to Triumph: What China’s $1 Trillion Trade Surplus Means for Global Trade
China’s 2025 trade surplus hit a record $1 trillion, driven by high-tech exports to Europe and emerging markets despite US tariffs. Tap to know more.

Team Kautilya
Dec 21, 20252 min read


From Repo to Rupees: What RBI’s Latest Policy Means for India’s Economy
The RBI cut the repo rate to 5.25%, lowering EMIs and boosting liquidity to support 7.3% growth while stabilizing the rupee. Tap to know more.

Team Kautilya
Dec 17, 20253 min read


Why the Bond Market Is Getting ‘Yippy’ Again: Key Drivers and Data
The bond market is turning “yippy” as fading rate-cut hopes, rising government borrowing, trade policy uncertainty, and shifting term premiums unsettle investors. Higher bond supply and weaker auction demand are pushing yields up, while volatile expectations fuel sharp price moves. Despite the jitters, strong global bond index returns suggest long-term investors may still find value amid the turbulence.

Team Kautilya
Dec 14, 20252 min read


Offer for Sale Boom: Investor Opportunity or Promoter Exit Plan?
Rising Offer for Sale activity in India offers liquidity and clear price discovery but also signals increased promoter sell-downs. While OFS can reflect regulatory or balance-sheet needs, it may reduce growth capital. Investors must examine promoter intent, sector context, and fund use to distinguish genuine opportunities from exits.

Team Kautilya
Dec 10, 20252 min read
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