[...]

BREAKING: Global broad money supply rose +9.3% YoY in July, to a record $140 trillion. This metric covers 169 countries and territories, representing 99% of global GDP. Since the beginning of the year, money supply in US Dollars has jumped by +$10 trillion. World money supply has risen by a [...]

1. Main Street’s Cheer, Dalal Street’s Pause The reform tilts in favour of staples & low-ticket consumption. Short-term fiscal impact is modestat about ~₹25,000 Cr (~0.1% of GDP) in FY26, but FY27 could see a deeper imprint: ~₹2 Lakh Cr(~0.5% of GDP), depending on fiscal consolidation choices. Insurance and small [...]

NRIs’ remittances to India have grown at 10.3% CAGR in US-dollar terms since 2001. Only one other item, software services exports, has outpaced this, at ~15% CAGR over the same period. How big are remittances? They were about $125 bn in FY25, larger than India’s biggest merchandise export category, engineering [...]

Over the last 24 months Gold (in INR) hasn’t fallen more than 3% on monthly close drawdown basis. So, what’s holding gold steady? The ‘Gold Put’ is at play. What is Gold Put: Gold Put is the consistent, less price sensitive, Gold hoarding by central banks of various countries as [...]

Discover the hidden benefits of mutual funds beyond returns — from discipline and cost savings to diversification, risk management, and liquidity. When most people hear the term mutual fund, their first thought is usually about returns — how much money can be made. While returns are important, focusing only on [...]

[...]