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Original analysis, derived from public data. India-anchored.

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Markets

Indian Retail Investors Sold Stocks in FY26 and Put Their Money Into IPOs

Individual investors turned net sellers in the stock market in FY26 after five years of buying, yet their IPO money still rose. The rotation reversed in 2026, and the listing data hint at why.

October 31, 2026

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Markets

Alphabet and Meta Stopped Buying Back Their Shares and Borrowed to Keep Building

Alphabet and Meta spent $66 billion on buybacks in the first nine months of 2025 and nothing in 2026. Alphabet, Meta and Amazon raised about $225 billion of debt over the same stretch.

October 31, 2026

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Business

The Services Surplus Is Paying Less of India's Import Bill

Services exports slowed to 7.2% in September, with imports growing almost twice as fast. The surplus that offsets India's goods deficit is still large, but it is covering less of the gap.

October 31, 2026

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Business

Indraprastha Gas Sold a Record Volume and Its Profit Fell 94 Percent

IGL crossed 10 million cubic metres a day for the first time and earned 94 percent less. Its imported gas cost roughly doubled, and its pump price did not.

October 31, 2026

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Technology

Washington's Intel Stake Lost More in One Day Than It Cost

Intel fell 29% in a day and the US stake in it lost about $12 billion on paper, more than the $8.9 billion Washington paid. India backs its chip plants with grants, not a share price, and the two designs carry risk in very different places.

October 31, 2026

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Business

India's Diesel Export Levy Is Down 79 Percent From Its Peak and Just Turned Back Up

The diesel export levy peaked at Rs 55.50 a litre in April and stood at Rs 8.50 two weeks ago. The 31 October reset took petrol to zero and pushed diesel back up, which shows the levy is now three separate prices, not one tax.

October 31, 2026

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