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Who Absorbs India's Next Rate Hikes? Lessons from the Last Tightening Cycle and What Lies Ahead

10 minutes

Monetary tightening is often described rather simply: the central bank raises interest rates, borrowing becomes more expensive, demand slows and inflation eventually moderates. But from an investor’s perspective, a more interesting question arises: who actually absorbs the interest-rate hikes?

India and America – Convergence in Interest Rates reflects a Divergence in Journeys

6 minutes

Bollywood aficionados may remember Deewaar (the 1970’s blockbuster) as the story of two brothers who take very different paths: one choosing the more disciplined road, the other accumulating enormous wealth but making choices whose consequences eventually begin to show. The evolution of India and the US over the past decade offers an interesting parallel.

Two Scoreboards, One Playbook

6 minutes

On August 2, India wrapped up the 2026 Commonwealth Games in Glasgow in fourth place with 39 medals. The medal tally, though, was only part of the story! India delivered its best-ever Commonwealth para-sports performance, with Indian boxers winning 10 medals, 7 of them gold, the most won by any nation in a single sport at the Games.