Dipak Gupta

Data centres offer banks and insurers an opportunity for long-term lending, but financing AI chips carries higher risks

The case for educating citizens about India's obsession with gold

Mutual funds did not drain India's deposits. Banks repriced their own liabilities - and the bill has now arrived

Six weeks into India's first rainfall derivative, the numbers have more to say than the launch-day press release did

The strongest El Niño signal appears in the rural economy; market outcomes are often shaped by more powerful forces

Every major industrial power has relied on long-duration strategic capital. If India insists on pure market competition, the playing field will remain inherently asymmetric

Job losses, reduced asset values, increased inflation can have many long term impacts on the morale and the social fabric that will be hard to predict