The Latest
Business
India's Deficit With China Is the Price of Its Own Electronics Boom
China's trade surplus passed $1 trillion for 2026, but its imports are now growing faster than its exports. India's rising deficit with China looks less like dumping and more like the input bill for its own electronics boom.
November 10, 2026
Business
India's Solar Wafer Mandate Now Runs Through a Chinese Export Registry
India's wafer rule starts on 1 June 2028 and needs 15 GW of domestic capacity, against about 2 GW today. China's draft export controls, with registration already live, land on the same upstream stage.
November 10, 2026
Business
Women Hold Most Mudra Loans but Only 37 Percent of the Money
Women held 59.81 percent of Mudra loan accounts but 37.45 percent of the amount disbursed in FY2024-25. The average loan to a woman has stayed well below the scheme average since the scheme began.
November 9, 2026
Business
Food Is a Shrinking Share of India's Budget but Still Half of Its Inflation
Households now spend more on processed food than on cereals, and the new CPI basket was rebuilt to match. Food is about 37 percent of that basket, yet it supplied roughly half of September's 5.54 percent inflation.
November 9, 2026
Business
India's Cash Is Growing Faster Than Its Economy Again
UPI moved about 91 percent of India's GDP in value last year. Yet cash grew 13.3 percent in the year to September, against 8.9 percent for the economy, the fastest in five years.
November 9, 2026
Technology
US Voters Turned on Data Centres Over Who Pays for the Power
Three in four voters in a US exit poll oppose data centres in their communities. The grid's own market monitor says other customers have paid $29.4 billion for them, and India is about to build the same load.
November 8, 2026
Business & Markets
Business
Why a Weaker Rupee Did Not Save India's Soybean Meal Exports
A rupee 8 percent weaker should have made Indian soybean meal cheaper abroad. Instead exports fell 72 percent, and rapeseed meal quietly became the product India actually sells.
November 10, 2026
Business
India's Deficit With China Is the Price of Its Own Electronics Boom
China's trade surplus passed $1 trillion for 2026, but its imports are now growing faster than its exports. India's rising deficit with China looks less like dumping and more like the input bill for its own electronics boom.
November 10, 2026
Business
India's Solar Wafer Mandate Now Runs Through a Chinese Export Registry
India's wafer rule starts on 1 June 2028 and needs 15 GW of domestic capacity, against about 2 GW today. China's draft export controls, with registration already live, land on the same upstream stage.
November 10, 2026
Technology & Science
Technology
US Voters Turned on Data Centres Over Who Pays for the Power
Three in four voters in a US exit poll oppose data centres in their communities. The grid's own market monitor says other customers have paid $29.4 billion for them, and India is about to build the same load.
November 8, 2026
Technology
India Runs 500 Million Bank Data Consents and Now Calls Consent Impractical for AI
India's banking data network asks for a consent every time data moves. A new government handbook for AI training says that step is impractical at scale and moves the safeguard elsewhere.
November 4, 2026
Technology
Apple's Record India Quarter Came With Fewer iPhones Sold
Apple's India revenue hit a record in the September 2026 quarter even as iPhone shipments fell, because the average price crossed $1,000. The larger story is that India now exports about 41 percent of the phones it makes.
November 3, 2026
Health, Culture & Geopolitics
Health
Delhi Added 13 Air Monitors and Its Pollution Average Fell
Thirteen new monitors read PM2.5 about 35 percent lower than their older neighbours, and the city average dropped with them. The difference is 11 points. What it tests is how Delhi decides what its air is.
November 7, 2026
Health
India Could Prevent 400,000 Deaths a Year by Changing the Salt, Not the Eater
A new Nature Health model puts the India toll avoided by potassium-enriched salt near 400,000 deaths a year. Salt-cutting campaigns ask people to change. This changes the product instead.
November 7, 2026
Health
India Confirms Hundreds of Heat Deaths a Year, but El Niño May Bring 55,000 by March
A new tracker projects about 55,000 heat deaths in India between October and March, most of them in March. The official count recorded 159 heat deaths in all of 2024, so the toll the country will be judged on may never appear in its own numbers.
October 29, 2026