TFD Economic Research Desk

52 POSTS
TFD Economic Research Desk covers the latest economic trends and developments, delivering in-depth analysis and reporting to help readers navigate the economic landscape, both Indian and global, with clarity and insight.

Exclusive articles:

SIP inflows India: is monthly money making markets steadier—or storing up new fragility?

India’s SIP boom has changed market structure. It cushions foreign selling and gives Indian equities a steadier domestic bid, but it can also crowd money into the same trades and build a quieter form of fragility.

Stock market rally in India: why weak earnings don’t always stop prices

Why can a stock market rally persist even when earnings look weak? Because in India, liquidity, SIP inflows, index composition and a still-supportive macro backdrop can overpower near-term profit disappointment - at least for a while.

India IPO analysis: how to spot quality versus hype in Indian listings

India's IPO wave has widened access to equity capital, but it has also made pricing noise harder to separate from business quality. This deep-dive explains how to read Indian listings through cash flows, governance, issue structure and valuation discipline.

India startup funding 2026: correction, consolidation, or a new wave?

India’s startup “slowdown” is not a simple winter story. Funding has become stricter, public-market discipline has returned, consolidation is accelerating, and a narrower new wave in AI, SaaS, fintech, climate and deeptech is taking shape.

MSME problems in India: the backbone that keeps breaking – and what would actually help

India’s MSMEs are celebrated as the backbone of growth, but too many still spend more energy surviving slow payments, compliance friction and weak working capital than scaling production. The real fix is not one more slogan. It is better cash flow, smarter credit, lower friction and stronger clusters.

Breaking

Auditor Independence Gets a Cooling-Off Clause: MCA’s Cross-Selling Squeeze on the Big Four

MCA’s proposed auditor independence reform would extend non-audit service restrictions for three years after audit tenure ends, targeting the cross-selling economics that have long strengthened large multidisciplinary networks.

Audit Quality Maturity Model and the Big Four Question Returns

ICAI has widened the mandatory reach of the Audit Quality Maturity Model to group audits and other public-interest engagements. The move sharpens India's audit-quality architecture, but it also reopens the harder question of whether domestic firms can build credible scale against the Big Four.

NFRA inspection reports put Big Four-linked audit networks on notice

NFRA’s March 2026 inspection reports have turned audit quality into the central governance story around India’s Big Four-linked audit networks, with independence, group controls and evidence quality all under pressure.

IBC Amendment Act 2026 Moves Insolvency Out of the Waiting Room

The IBC Amendment Act 2026 is India’s clearest attempt yet to cut insolvency delays where they actually begin—at admission, in liquidation and in the messy afterlife of resolution-plan implementation.