Uttam Ghosh offers his take on Jyotiraditya Scindia's decision to dump the Congress on Tuesday and join the BJP on Wednesday.
In an event-heavy week ahead, stock markets' movement would highly depend on macroeconomic data announcements, global trends, RBI's interest rate decision and trading activity of foreign investors, analysts said. India's industrial production data for October 2025 will be released on December 1, an official statement said on Friday.
Earlier, such entities were only permitted to invest their rupee surplus balance in accounts in central government securities, including treasury bills. "It has now been decided to also permit investment of these balances in non-convertible debentures/bonds and commercial papers issued by an Indian company," the RBI said.
In an event-heavy week, stock investors will track ongoing quarterly earnings, the US Federal Reserve's interest rate decision, and macroeconomic data for market direction, analysts said. Moreover, progress in India-US trade negotiations will remain a key focus for investors, an expert said.
Foreign investors have pulled out Rs 11,820 crore ($1.3 billion) from Indian equities in the first week of this month, primarily driven by the sharp depreciation of the rupee. This sharp withdrawal follows a net outflow of Rs 3,765 crore in November, further pressuring markets.
Uttam Ghosh wonders when Prime Minister Narendra Damodardas Modi's promise of Acche Din will become a reality.
Will the National Monetisation Pipeline revive the economy, which is in deep crisis, wonders Uttam Ghosh.
Uttam Ghosh offers his take on the speculation about who's really in charge of the BCCI -- Dada or Dad's putra?
Uttam Ghosh offers his take on the controversy that erupted after The Wall Street Journal reported that Facebook may have supported the Bharatiya Janata Party by permitting hate content to be posted on its platform.
Uttam Ghosh and Dominic Xavier offer their respective takes on the Modi Sarkar's decision to hike cooking gas LPG prices.
Quarterly earnings, macroeconomic data announcements and global trends will drive the Indian stock markets in a holiday-shortened week, analysts said. Stock markets would remain closed on Wednesday for the Guru Nanak Gurpurab holiday.
The Centre is considering amendments to the Recovery of Debt and Bankruptcy Act in the Budget to allow some Debt Recovery Tribunals to focus only on high-value cases.
'The problem is not just slower growth, but also the quality of growth.'
The committee formed under the Life Insurance Council to review the commission structure in the life insurance sector has recommended capping distributor commissions or deferring them to ease acquisition costs. The recommendations will be sent to the insurance regulator -- Insurance Regulatory and Development Authority of India (Irdai).
Uttam Ghosh is puzzled by the anger generated over Vir Das's observations -- at a time when so many serious issues confront this great nation -- and offers his take on 'Two Indias'.
Uttam Ghosh's unique take on the Citizenship Bill.
Uttam Ghosh offers his take on the Supreme Court constituting a national task force to ensure that allotment of medical oxygen to the states and Union Territories is done on a 'scientific, rational and equitable basis'.
Uttam Ghosh offers his take on how the Government, the opposition eyes the Galwan valley.
Uttam Ghosh offers his unique take on the No Jobs-Agrarian Distress state of the economy.
Uttam Ghosh offers his take on Monday's assembly election in Maharashtra.
India's high cost of capital due to relatively shallow corporate bond markets, limited institutional investor depth, sovereign risk premia, and regulatory restrictions on capital flows, is a constraint on private investment and long-run growth, the Economic Survey, authored by Chief Economic Advisor (CEA) V Anantha Nageswaran, said.
A neutral monetary policy stance, heavy government borrowing, and issuers adjusting to a higher-for-longer yield environment have set the stage for a largely stable corporate bond market in 2026.
As the rupee remains under pressure due to several headwinds and the uncertainty around the India-US trade deal, the Reserve Bank of India (RBI) has been stepping in only to calm volatility, not to stop the fall.
Retail inflation rose to a three-month high of 1.33 per cent in December 2025 mainly due to higher prices of kitchen essentials, including vegetables and protein-rich items.
Masked goons attacked the Jawaharlal Nehru University campus on Sunday evening, wounding many students and at least one lady faculty member.
Uttam Ghosh asks if Mamata Banerjee plans to make the Congress redundant in the run-up to the 2024 elections.
Uttam Ghosh offers his unique take on the 10% quotas proclaimed by Narendra Damodardas Modi's government.
The government should refrain from raising income tax surcharge on the super-rich and reintroducing wealth tax in the upcoming 2026-27 Budget, as the move could prompt persons in high-income brackets to leave the country for low-tax jurisdictions, according to tax experts.
The rupee slumped 5 per cent in 2025 as persistent capital outflows from foreign investors, alongside heightened dollar demand from importers, making it one of the worst-performing Asian currencies.
The European Union's (EU's) offer to slash tariffs on 97.5 per cent of Indian chemical exports to zero is set to give India's pharmaceutical and medical device firms preferential access to the European markets.
Uttam Ghosh offers his take on the alleged attack on Mamata Banerjee.
Uttam Ghosh offers his take on the election result in Jharkhand where the ruling Bharatiya Janata Party failed to recpture power.
After a gap of more than three years, the central government has agreed to resume the Mahatma Gandhi National Rural Employment Guarantee Act (MGNREGA) works in West Bengal with immediate effect, but subject to mandatory adherence to stringent conditions. These include a prohibition on any work valued at more than 20 lakh, compulsory 100 per cent electronic know-your-customer (eKYC) verification of all workers, and mandatory pre-estimation field visits for all works before they are undertaken.
Uttam Ghosh offers his take on Defence Minister Rajnath Singh's accusing the Congress of internationalising the Kashmir issue.
Banks are depending more heavily on the market for certificates of deposit (CDs), whose worth climbed to a record Rs 5.75 trillion in the fortnight to January 15, owing to deposit tightness in the system.
The DPDP rules, which have come into effect, require companies to implement a data protection and consent management system by November 2026.
Uttam Ghosh -- like most leaders at the COP26 summit in Glasgow -- is surprised at India's pledge to achieve net zero carbon emissions by 2070.
Uttam Ghosh reacts to the pradhan sevak's election-space-missile continuum declaration.
