A disturbing pattern is emerging in India’s capital markets. Mutual funds that once prided themselves on valuation discipline are now acting as exit vehicles for venture capitalists and promoters at sky-high prices. The case of Lenskart’s IPO illustrates this perfectly.

Arunasset’s 12-month view on Indian markets can be summed up in one word — Reflation. After two years of disinflation, tight liquidity and elevated real rates, the policy gears are finally shifting toward growth. The Reserve Bank of India’s 50-basis-point rate cut in June, its dovish tone on inflation, and expanding credit all signal a turn to a more supportive monetary environment. The government, meanwhile, continues to prioritise infrastructure spending, using healthy tax revenues to sustain capital outlays. Together, these moves mark the first coordinated reflationary turn since the 2014–17 recovery.

Choosing the right health insurance is no longer optional—it’s essential. Rising medical costs and lifestyle-related illnesses make it critical to have a plan that truly protects you and your family. Here are seven practical tips to help you select the right policy without falling into common traps.

The United States says its new tariffs are meant to punish India for buying Russian oil. Don’t be fooled. This is about far more than crude shipments. It is about trust, respect, and the way Washington now treats even its closest partners. And that trust has been broken.

India’s economy is being buffeted by two very different forces. On one side, the Trump administration has slapped steep new tariffs on Indian exports, threatening growth and jobs in key industries. On the other, the Modi government has rolled out the most ambitious reform of the Goods and Services Tax (GST) since its launch, cutting consumer taxes to spark a wave of domestic demand. For investors, the key question is whether the domestic stimulus can balance the external shock.