Research

Recent SIP cohorts face negative returns after peak-period entries, even as sustained inflows indicate investor behaviour has not yet adjusted to the ongoing correction

India’s import vulnerability is not limited to oil but extends to critical inputs that can constrain production and transmit stress across the economy

DMart’s online catalogue shows higher-priced brands could drive basket growth, while discounts remain stable and price trends vary across categories

Interoperability defines access, but transaction flows have shifted sharply towards a single receiving bank

India can partially replace disrupted Gulf crude, but delivery timelines and tanker availability constrain the speed and scale of adjustment

After peaking in mid-2025, EV penetration has eased and stabilised, as relative economics shifted and incremental adoption slowed across segments

Fertiliser plants, refineries, and city gas distributors face the most immediate operational risks from a disruption in Gulf energy shipping

Freight corridors and urban commuter highways combine to smooth toll revenue volatility, highlighting the diversification logic behind Raajmarg InvIT

Qatar and the UAE account for nearly three-quarters of India’s LNG imports,
tying supply to a single maritime chokepoint

US–Iran tensions have lifted crude prices, but India’s pivot to Russian oil since 2022 provides a partial hedge that did not exist during previous Gulf crises

India’s consumption base is widening, formalising, and upgrading, strengthening balance sheets and shifting demand toward higher-value categories