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Easynomics: Of Exam Paper Leaks, Byju's, Kota Factory, and Dunki

New Delhi, July 3 -- Let's start this one with a story. The summer of 1995 was hot like all Indian summers tend to be. And given how it is now, even then, exams happened bang in the middle of summer.... Read More


Sensex rally: So long as the music's playing, investors must get up and dance

New Delhi, July 2 -- In September 2023, stock brokerage Kotak Institutional Equities (KIE) issued a research note saying, "The steep increase in stock prices simply reflects the irrational exuberance ... Read More


So long as the music's playing, investors must get up and dance

New Delhi, July 2 -- In September 2023, stock brokerage Kotak Institutional Equities (KIE) issued a research note saying, "The steep increase in stock prices simply reflects the irrational exuberance ... Read More


Retail credit aplenty. But why is our spending growth soft?

Mumbai, July 2 -- I take my evening walk on the Prabhadevi-Dadar beach in Mumbai. On many days, one can see the full length of the Bandra-Worli Sea Link, along with beautiful sunsets changing from cri... Read More


Why does India have a housing glut and shortage at the same time?

New Delhi, June 25 -- In a recent interview to The Indian Express, G. Hari Babu, national president of National Real Estate Development Council (Naredco)-a real estate industry association-shared some... Read More


What mutual fund SIPs have in common with watching cricket in a stadium

New Delhi, June 20 -- There have been stories in the media recently about the huge amount of cash that active equity mutual fund (MF) schemes have been sitting on lately. As of May 2024, in absolute t... Read More


Tax 'revdi' or tax reform? It varies depending on who you ask.

New Delhi, June 18 -- With the central government's budget due to be presented in July, the phrase 'economic reforms' is in the air, especially among those in the business of managing other people's m... Read More


Dear retail investor, here is how to account for politics in your investing

Mumbai, June 13 -- On 31 May, which was a Friday, the BSE Sensex-India's most popular stock market index-closed at a little over 73,961 points, a little lower than the then all-time high of 75,418 rea... Read More


Message for managers of other people's money: Read the economy right

New Delhi, June 11 -- Late last weekend, I happened to meet someone who makes his money by managing other people's money (OPM). He asked: "Why did the Bharatiya Janata Party not get a majority in the ... Read More


Poll result debacle: The stock market's love for the BJP cost it dearly

New Delhi, June 4 -- The stock market has been in love with the idea of the Bharatiya Janata Party (BJP)-led National Democratic Alliance (NDA) comprehensively winning India's 18th Lok Sabha election.... Read More