The Indian Context
@theindiancontext.substack.com
ICICI’s Shailendra Jhingan notes banks are "behaving in a more mature manner" after past volatility. With tough US tariffs and limited room for further RBI easing, current yield levels near 6.60% have little room for further gains. 📊📈 #IndiaEconomy #rbi
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January 7, 2026 at 5:51 AM
ICICI’s Shailendra Jhingan notes banks are "behaving in a more mature manner" after past volatility. With tough US tariffs and limited room for further RBI easing, current yield levels near 6.60% have little room for further gains. 📊📈 #IndiaEconomy #rbi
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Supply pressure is mounting. Total federal and state debt issuance is projected to hit ₹30 trillion next fiscal year. Coupled with new bank investment rules that make lenders wary of long-term debt, demand for sovereign bonds remains significantly constrained. 🏦📜
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January 7, 2026 at 5:51 AM
Supply pressure is mounting. Total federal and state debt issuance is projected to hit ₹30 trillion next fiscal year. Coupled with new bank investment rules that make lenders wary of long-term debt, demand for sovereign bonds remains significantly constrained. 🏦📜
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5️⃣ NITI Aayog's Rajiv Gauba: Slashing non-tariff trade barriers and pushing new labour codes to boost employment and MSMEs.
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January 2, 2026 at 6:52 AM
5️⃣ NITI Aayog's Rajiv Gauba: Slashing non-tariff trade barriers and pushing new labour codes to boost employment and MSMEs.
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3️⃣ Cabinet Secy TV Somanathan: Leading a nationwide deregulation blitz; 38 major reforms in labour, land, and licensing.
4️⃣ Shaktikanta Das at PMO: The "Chief Architect", steering India–US trade, rare earth strategy, and shipbuilding incentives.
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4️⃣ Shaktikanta Das at PMO: The "Chief Architect", steering India–US trade, rare earth strategy, and shipbuilding incentives.
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January 2, 2026 at 6:52 AM
3️⃣ Cabinet Secy TV Somanathan: Leading a nationwide deregulation blitz; 38 major reforms in labour, land, and licensing.
4️⃣ Shaktikanta Das at PMO: The "Chief Architect", steering India–US trade, rare earth strategy, and shipbuilding incentives.
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4️⃣ Shaktikanta Das at PMO: The "Chief Architect", steering India–US trade, rare earth strategy, and shipbuilding incentives.
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Pax numbers:
Day1️⃣ - 25 Dec - 4,922
Day2️⃣ - 26 Dec - 5,028
✈️ 13 Routes so far. DEL-NMI is the busiest with 24 flights/week.
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Day1️⃣ - 25 Dec - 4,922
Day2️⃣ - 26 Dec - 5,028
✈️ 13 Routes so far. DEL-NMI is the busiest with 24 flights/week.
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December 29, 2025 at 7:33 AM
Pax numbers:
Day1️⃣ - 25 Dec - 4,922
Day2️⃣ - 26 Dec - 5,028
✈️ 13 Routes so far. DEL-NMI is the busiest with 24 flights/week.
2/2
Day1️⃣ - 25 Dec - 4,922
Day2️⃣ - 26 Dec - 5,028
✈️ 13 Routes so far. DEL-NMI is the busiest with 24 flights/week.
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Better senses prevailed. Good work Suprem Court.
December 29, 2025 at 6:59 AM
Better senses prevailed. Good work Suprem Court.
Bloomberg with more details 👇
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
World’s Calmest Stock Market Challenges Options Traders in India
India’s stock market has become one of the calmest in the world — so calm that it’s prompting a rethink of strategies among players in the country’s vast derivatives space.
www.bloomberg.com
December 27, 2025 at 7:21 AM
Bloomberg with more details 👇
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Daily moves in the benchmark Nifty50 has remained range bound in 1.5%.
December 27, 2025 at 7:21 AM
Daily moves in the benchmark Nifty50 has remained range bound in 1.5%.