Sanjay Gupta writes a sharp daily column on Asian business — banks, tycoons, listings, state capitalism. He writes for readers who treat the region's corporate news as a political story told with balance sheets.
Recent work
India's Payment Aggregators Navigate Beyond Transaction Fees Toward MSME Dominance
Payment aggregators like Cashfree and MobiKwik are shifting focus from large enterprises to startups and MSMEs, seeking revenue through value-added services rather than transaction fees. The move comes as UPI's zero-MDR regime and market saturation among top-tier clients erode traditional business models.
Digital Platforms Target Theatrical Returns as AI Reshapes Indian Cinema Economics
Digital-first companies like Kuku, TVF, and Collective Media Network are entering theatrical cinema, using data analytics and AI to reduce production risks. This shift signals a fundamental change in India's entertainment ecosystem, where platforms treat films as long-term intellectual property assets across multiple distribution channels.
RBI Drains ₹2.17 Lakh Crore as Money Markets Signal Policy Transmission Stress
RBI's daily money market operations show net liquidity absorption of ₹2.17 lakh crore through Standing Deposit Facility, with overnight rates at 5.06% indicating tight monetary conditions. The data reveals significant policy transmission pressure as the central bank manages excess liquidity while maintaining inflation targeting framework.
RBI Sets ₹15,102 Redemption Price for Sovereign Gold Bonds' First Exit Window
Reserve Bank of India announces ₹15,102 per unit redemption price for Sovereign Gold Bond 2018-19 Series-III holders seeking early exit after five years. The transparent pricing mechanism based on India Bullion and Jewellers Association rates demonstrates the maturity of India's gold digitization strategy while providing liquidity to retail investors.
European Financial Integration Push Could Reshape India's Capital Access
Luis de Guindos outlined the EU's progress toward financial integration, highlighting improved cross-border capital flows and reduced market fragmentation. The developments could significantly impact how Indian companies access European capital markets and institutional funding.