India's quiet export machine: how mid-cap engineering firms doubled overseas revenue in 18 months
While the country debated services exports, 47 listed engineering firms outside the Nifty 500 went global. The numbers are uncomfortable for the consensus narrative.
Inside the Byju's postmortem: what the numbers always said
Three years before the unraveling, the unit economics had already broken. We rebuild the picture from public filings and a stack of leaked decks.
Q4 earnings preview: the five sectors that will move the Nifty
Banks, IT, FMCG, auto, and capital goods report over the next four weeks. The base rates for beats and misses tell you where to look.
The discom time bomb: state utilities owe ₹1.4 lakh crore and counting
The latest PFC report shows aggregate AT&C losses ticked up again. The renewables transition runs through these books.
What the BoJ pivot means for India: the carry-trade unwind, in three charts
Japan raised rates. The yen carry trade is unwinding in slow motion. Here is what it does to FII flows into Indian equities.
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The week that mattered.
The five stories you needed to read, the data point of the week, and what to watch. From the Business Index editors. No ads, no fluff.