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The author is director on the board of MCX and MCX Clearing Corporation and former COO of Kotak Bank
El Niño & markets: The signal and the noise for investors amid uncertainty
The strongest El Niño signal appears in the rural economy; market outcomes are often shaped by more powerful forces
India needs patient capital to build atmanirbhar industrial capacity
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
