Business

Corporate strategy, deals, startups and the people running them.

The IPO Pop You Bought On Listing Day Was Priced By People Who Get to Sell Before You Do

Every Indian IPO with anchor backing carries two dates that don't show up on the listing-day headline: day 30 and day 90, when the investors who got in cheapest become free to sell. Here's the mechanism, and why a bigger anchor book doesn't automatically mean a safer trade.

31 Aug 2026 · 5 min read

Business

Cipla's US Pipeline Runs Through One Plant. The FDA Just Flagged It Seven Times

A follow-up US FDA inspection at Cipla's Pithampur facility ended with seven Form 483 observations. The stock barely moved — but the plant makes the respiratory drugs the market was watching most closely.

28 Aug 2026 · 5 min read

BusinessDeep Dive

India Just Had Its Best Month Ever for New Share Sales. The Stock Market Was Falling at the Same Time.

Nearly $10 billion has been priced in India's primary equity market this August — more than double the previous monthly record — while the Sensex and Nifty logged back-to-back losing weeks. That split isn't a contradiction. It's two different markets pricing two different things.

25 Aug 2026 · 7 min read

Business

RBI Held the Repo Rate Again. Here's Why Your EMI Might Not Have Moved Even When It Cut.

RBI has now held the repo rate unchanged for a second straight meeting. But even when it moves, most borrowers' EMIs don't shift the way they expect — the reset date, and a quiet EMI-or-tenure choice your bank makes for you, decide that.

19 Aug 2026 · 5 min read

Business

SBI's AI Underwrote ₹1 Trillion in Small-Business Loans. The Gap Is Still ₹20 Lakh Crore Wide.

SBI says it used AI to underwrite nearly ₹1 trillion in MSME loans in FY26 — a real shift in how small businesses get assessed, set against a national credit gap that's still twenty times the size.

14 Aug 2026 · 3 min read