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Author: John Davis

Paytm Payments Bank | What Really Went Wrong

Posted on 25 April 202625 April 2026 by John Davis

A promising idea, a powerful brand, and a regulatory framework that left no room for error—Paytm Payments Bank’s fall is a story of governance gaps, missed signals, and a model that demanded discipline above all else

How the U.S. Ended Up Accepting a Conditional Ceasefire with Iran

Posted on 8 April 20268 April 2026 by John Davis

The “war won” narrative collapses under diplomatic reality — Washington’s retreat to a temporary truce reveals strategic failure as much as tactical pause.

HDFC Bank’s Ethics Moment: Reading Between the Lines of Atanu Chakraborty’s Exit

Posted on 19 March 202619 March 2026 by John Davis

When Atanu Chakraborty chose to step down as chairman of HDFC Bank, the language of his exit was as restrained as his public persona. There were no allegations, no detailed explanations, no…

Did Epstein cause the Trump-Iran war?

Posted on 13 March 202613 March 2026 by John Davis

History teaches a simple lesson: leaders under domestic pressure often reach for foreign conflict. Wars rally a nation, silence uncomfortable questions and crowd out scandals from public discourse. In the current confrontation…

Opinion | A war in West Asia, and India’s uncomfortable exposure

Posted on 4 March 20264 March 2026 by John Davis

When missiles fly over West Asia, New Delhi watches more closely than most capitals. What is unfolding now — an expanding confrontation involving Iran, Israel and the United States, with the Strait…

Where is Indian stock market headed in next 5 years?

Posted on 20 February 202620 February 2026 by John Davis

Five years is a long time in markets, but certain structural forces already underway suggest that the Indian equity story is entering a new phase. The easy gains driven by post-pandemic liquidity…

Where your one rupee went in Budget 2026

Posted on 2 February 20262 February 2026 by John Davis

Before the government builds roads, funds welfare or talks about growth, your rupee has already been spoken for.

India in 2026: Less Drama, More Delivery (Hopefully)

Posted on 22 December 202522 December 2025 by John Davis

From cleaner stations to smarter phones and fewer rumours on WhatsApp, 2026 could be the year India quietly levels up

What will RBI do this week?

Posted on 2 December 20252 December 2025 by John Davis

As the Reserve Bank of India prepares to announce its latest policy decision this Friday, the usual buzz has begun—will rates be cut, held, or raised? For most people, the question is…

Ten Years On: What Demonetisation Did — and What It Didn’t

Posted on 26 November 202526 November 2025 by John Davis

On 8 November 2016, India attempted one of the most dramatic economic policy moves in its modern history. Overnight, 86% of the country’s currency by value was rendered invalid, with the promise…

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