THE NONEXPERT

HDFC Bank’s Chairman Walks Out Citing Ethics — and India’s Markets Are Left to Fill the Silence

Eight percent. That’s how far HDFC Bank shares fell in a single session on March 19, 2026, touching a fresh 52-week low after part-time Chairman Atanu Chakraborty resigned and handed the market something far more dangerous than a bad earnings print: a question it cannot easily answer. The question isn’t whether HDFC Bank is solvent. … Read more

Jio’s IPO Filing Signal Is the Most Consequential Market Story India Has Right Now

Here’s what keeps getting buried under the rupee headlines and the index noise: Reliance Industries has told its investment bankers that Jio could file an IPO prospectus as early as this month. March 2026. Not a vague “later this year” — an actual filing window, which means internal preparations are almost certainly past speculation and … Read more