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◆   Macro Policy  ·  Inflation Analytics  ·  Equity Valuation  ·  D-Street Impact   ◆ Goodbye WPI, Hello PPI: How India's New Inflation Index Changes Your Stock Valuation Models On June 15, 2026, India retires a 15-year-old measuring tape and picks up a laser level. Your portfolio should know the difference . By Sumon Mukhopadhyay  |  Published: 12 June 2026 ◆   WPI · PPI · DPIIT · RBI Policy · Inflation · Equity Valuation · Macro The metrics we rely on to judge corporate profitability and supply-side inflation in India are about to experience their biggest structural overhaul in over a decade. For fifteen years, the machinery of Indian macroeconomic analysis has run on a 2011–12 base year WPI — an instrument conceived when India's economy looked very different, before Jio arrived, before GST transformed indirect taxati...
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SumanSpeaks  |  Capital Markets Intelligence  |  Est. 2006 11 June 2026  |  Mumbai ◆   Market Intelligence  ·  Equity Research  ·  Myth Busting   ◆ SEPC Ltd Vs Rajesh Exports: Separating Fact from Market Noise When YouTube "experts" borrow a blazing building's address to describe your house — someone has to call the fire department of facts. By Sumon Mukhopadhyay  |  Data verified: 11 June 2026 ◆   SEPC · Rajesh Exports · SEBI · EPC Sector · Forensic Audit · Market Panic There is a peculiar affliction that surfaces in every market cycle — the irresistible urge to compare an apple with a fire hydrant and conclude they're both round. In recent weeks, social media's finest financial philosophers have been wor...
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Monetary Policy  |  Geopolitics  |  Indian Economy    Dear RBI: The Market Has Already Priced In the End of This War. Have You? Brent is a seesaw, not a structural breakout. Goldman sees $67–83 WTI by Q4. The RBI's own inflation forecasts may be obsolete before the ink is dry. The case for growth-first just got much stronger. By Sumon Mukhopadhyay There is something almost admirable about the art of being confidently wrong in slow motion. The original draft of this very article — written a few days ago — described Brent crude as "cooling," called the Strait of Hormuz situation one of easing geopolitical risk, and suggested that oil prices were retreating toward more comfortable territory. It was, in the immortal tradition of macro commentary, fighting the last battle. The reality, as of this writing, is considerably more interesting...
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