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Behind Every Trade: The Hidden Architecture of Risk
Demystifying derivatives: how clearing corporations use hedging and SPAN margining to protect the market. Tap to know more.

Team Kautilya
Jul 52 min read


Finletter - Volume 64
Edition - 01st July 2026

VIRAL JAIN
Jul 11 min read


India's Manufacturing is Broken
India’s manufacturing challenge is not ambition but direction, as weak exports and coordination gaps limit job creation. Tap to know more.

Team Kautilya
Jul 12 min read


Finstreet- Iron & Steel Sector
EDITION - 30th June 2026

Team Kautilya
Jun 301 min read


India's Ethanol Mission and the Sugar Industry's Brewing Conflict
India’s carbon market converts emissions into financial assets, but weak demand signals and uncertain pricing raise concerns over a potential climate finance bubble. Tap to know more.

Team Kautilya
Jun 283 min read


Blended Finance
How can public capital unlock billions in private investment while driving lasting social and environmental impact?

Team Kautilya
Jun 261 min read


Pricing Pollution: Inside India's New Carbon Credit Market
India's carbon market turns pollution into finance, but weak pricing signals revive fears of climate market bubble. Tap to know more.

Team Kautilya
Jun 243 min read


Trillion-Dollar Dreams: Is Wall Street Building a Rocket or a Bubble?
AI, SpaceX, and trillion-dollar valuations fuel Wall Street's rally, but rising concentration revives fears of another bubble. Tap to know more.

Team Kautilya
Jun 213 min read


Crowding In
Can government spending actually spark private investment? Discover how crowding in fuels economic growth and confidence.

Team Kautilya
Jun 191 min read


RBI’s FCNR(B) and ECB Swap Window: A Move to Strengthen India’s Foreign Currency Position
RBI’s behind-the-scenes moves using FCNR(B) deposits and ECB swaps to manage currency pressure and attract global funds. Tap to know more.

Team Kautilya
Jun 173 min read
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