October 26, 2026

RBI's First Rate Hike Since 2023: What Higher Funding Costs Mean for NBFCs RBI raised the repo rate to 5.50% and turned to "calibrated tightening." How that squeezes NBFC margins, and why asset quality is the next test.
RBI's Draft Ban on NBFC Revolving Credit: Why Flexi Loans and Bajaj Finance Are in the Spotlight A draft RBI rule would limit NBFCs to term loans and end flexi-credit lines. What it proposes, who is exposed, and what is still undecided.
Anthropic's IPO Filing: What the S-1 Numbers Say, and What They Don't Anthropic's public S-1 shows $16.3B in first-half revenue and an $80.7B net loss. Here is how to read the numbers, risks and open questions.
Claude Duet and the Rise of Proactive AI Agents: What Changes for Busy Professionals Anthropic's Claude Duet and Meta's Muse Wonder push AI agents that remember and act without being asked. What they do, and what to check first.
AI's Debt Problem: What the CoreWeave Selloff Teaches Credit-Risk Teams CoreWeave's bonds yielded near 15% as investors questioned AI debt. A plain-language look at leverage, refinancing risk and lessons for lenders.