A clean, forward-looking journal on macro, markets, companies, policy, and investing. Quiet analysis for noisy times.
Modern banks are less about storage and more about transaction rails, fee velocity, and liquidity risk.
Read the piece →Blinkit's speed is a logistics and proximity story — built on dark-store design, not rider speed.
India became the #1 IPO market in the world by volume in 2024.
Why the gap was never meant to close.
Capex and fiscal consolidation, but the middle class is left with higher costs and fewer deductions.