The reading room
Markets
-

Open AI Strikes $38 Billion Cloud Deal with Amazon to Power the Next Wave of AI
Read the story ↗: Open AI Strikes $38 Billion Cloud Deal with Amazon to Power the Next Wave of AIThe seven-year agreement gives OpenAI access to massive computing capacity and marks a strategic shift after its recent restructuring.
-

RBI’s Rupee Defense Drains Liquidity, Fuels Bond Purchase Expectations
Read the story ↗: RBI’s Rupee Defense Drains Liquidity, Fuels Bond Purchase ExpectationsThe central bank’s dollar sales to stabilize the rupee are tightening liquidity and prompting calls for open market support.
-

SEBI Proposes Performance-Linked Fund Fees, Sharp Cut in Brokerage Charges
Read the story ↗: SEBI Proposes Performance-Linked Fund Fees, Sharp Cut in Brokerage ChargesIndia’s market regulator moves to make mutual funds fairer for investors by linking costs to performance and reducing brokerage fees, creating short-term challenges for AMCs but…
-

Makhana Mornings Daily Brief (30 September 2025)
Read the story ↗: Makhana Mornings Daily Brief (30 September 2025)Markets slip into cautious mode; RBI gold-credit, growth forecast, investor trends and privacy in focus
-

RBI Expected to Deliver 25 bps Booster Cut This Week
Read the story ↗: RBI Expected to Deliver 25 bps Booster Cut This WeekMPC begins deliberations today with policy decision due Wednesday amid easing inflation.
-

Makhana Mornings Daily Brief (September 26, 2025)
Read the story ↗: Makhana Mornings Daily Brief (September 26, 2025)Global jitters, rupee under pressure, and tariff-driven sell-offs weigh on domestic markets.
-

Makhana Mornings Daily Brief (September 24, 2025)
Read the story ↗: Makhana Mornings Daily Brief (September 24, 2025)Markets slipped again as the rupee hit fresh lows, while reforms in GST, shipbuilding, and digital payments showcased India’s longer-term ambitions.
-

WEF Flags Weak Global Growth in 2026; India Faces US Tariff Headwinds
Read the story ↗: WEF Flags Weak Global Growth in 2026; India Faces US Tariff HeadwindsChief Economists’ Outlook warns of disruption despite India’s strong growth.
-

Auto Stocks Surge on Record Navratri Demand under New GST
Read the story ↗: Auto Stocks Surge on Record Navratri Demand under New GSTCarmakers report bumper bookings as GST 2.0 cuts lift sentiment.
