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

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A pharmacist in a white coat and dark turban reads a medicine bottle in front of shelves stacked with boxed and bottled medicines

Health

India Caps How Fast Most Medicine Prices Rise, Not Where They Start

The Supreme Court has reserved its order on why most medicines sit outside India's price control regime. For about four fifths of sales by value, the law limits yearly increases and leaves the starting price to the manufacturer.

October 28, 2026

Freight trucks driving along a foggy road at sunrise

Business

Tata Motors Won Iveco but Stopped Short of Owning It

Tata Motors cleared the 80 percent bar for Iveco, but 89.42 percent is not the 95 percent that ends the process. The €3.91 billion it is paying buys a business whose profit is shrinking.

October 27, 2026

A paved walkway between modern office buildings with glass and brick facades, in a blue-toned photograph

Technology

Microsoft Is Offering a Quarter of Its Staff a Way Out as Profit Rises

Microsoft is offering buyouts to about 60,000 employees, including in India, in a year its operating income rose 21%. At the take-up rates on record, the offer would move 1% to 8% of its workforce.

October 27, 2026

A smartphone on a white display stand in a retail store

Technology

India's Smartphone Market Fell to a Decade Low, and Chinese Brands Took the Hit

Shipments fell 26% to a decade low even in festive season. The brands built on thin margins and cheap memory lost the most, while Samsung and Apple held the premium end.

October 27, 2026

A loaded goods truck with a tarpaulin cover driving on a hazy multi-lane expressway near Deeg, with curved lamp posts along the median

Geopolitics

Delhi's Entry Ban Targets Vehicles, but Winds Carry Most of Its Winter Smog

Delhi will bar non-BS-VI vehicles registered outside the city from November 1. Transport supplied about 28 percent of winter PM2.5 in the best-known modelling study. A 2026 study says north-westerly winds carry 55 to 65 percent.

October 26, 2026

Abstract navy cover with a faint grid and no text

Markets

Indian Stocks Fell 15 Percent This Year and Still Cost Nearly Twice Their Emerging-Market Peers

India's stocks have cheapened against their own history, but foreign investors do not benchmark against history. On forward earnings the market still costs about 91 percent more than emerging markets as a whole.

October 26, 2026

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