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Business cycles

Booms, busts and shocks that moved Indian and global markets, each explained with dated facts, sources and what it taught.

  1. Editorial illustration of oil tankers approaching a narrow rocky sea passage, with coastal oil storage tanks nearby.

    Event · 7 min read

    The 2026 Strait of Hormuz Oil Supply Disruption, Explained

    How tanker traffic through Hormuz nearly stopped in March 2026, why oil prices rose, and what India's official records show about crude and LPG supply.

  2. Editorial illustration of a port crane lifting a wooden export crate with two overlapping customs tags, symbolising layered import duties.

    Event · 7 min read

    The August 2025 US Tariff on Indian Goods, Explained

    How two US tariffs raised the cost of covered Indian goods in August 2025, who could bear that cost, and why trade at risk is not the same as trade lost.

  4. Editorial illustration of a customs stamp hovering above paperwork beside a carton of folded shirts and a freight container.

    Event · 7 min read

    The April 2025 US Reciprocal Tariffs, Explained for India

    Learn who pays a tariff, how its cost reaches Indian exporters, and why markets reacted when the US announced and paused higher duties in April 2025.

  5. Editorial illustration of bound contract papers beside an unnumbered desk calendar and an hourglass, representing contract size and expiry.

    Event · 8 min read

    SEBI's October 2024 Index Derivatives Rules, Explained

    Why SEBI changed index options rules in October 2024: a simple rupee example explains premiums, expiry risk, larger lots and tighter money checks.

  6. Editorial illustration of a brass telescope on an elevated sandstone terrace overlooking a city skyline under a blue sky.

    Event · 7 min read

    The Nifty's September 2024 High: Why Prices Later Fell

    The Nifty hit a record in September 2024, then fell nearly 16%. Understand how profits, expectations and foreign selling shaped the rise and fall.

  11. Editorial illustration of a blue pipe with a red valve and water flowing toward a small terracotta house.

    Event · 5 min read

    Why the RBI Raised Rates Off Cycle in May 2022

    Why the RBI raised the repo rate between scheduled meetings in May 2022, how its cash reserve move worked, and what followed for Indian borrowers.