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

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A close-up of a trading screen showing red and green candlesticks, with a run of falling red bars followed by two rising green bars

Markets

India Had Its Best Market Week in Six Years by Missing the AI Boom

The Nifty and Sensex gained about 9% in a week while the Nasdaq-100 fell into a correction. India's lack of AI stocks, a discount all year, turned into a hedge. It has not yet fixed 2026.

November 7, 2026

The Mumbai skyline seen across the Arabian Sea under a blue sky with scattered clouds

Business

Foreign Money in India Shrank in Dollars While Indian Money Abroad Grew 27 Percent

The RBI's new census says Indian companies' overseas investment jumped 41 percent. In dollars it is 27 percent, foreign money in India fell, and most of the outward surge was loans.

November 7, 2026

Pedestrians and soldiers walk along a road toward India Gate, which is faint in heavy morning smog in New Delhi

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

An open glass jar of coarse white salt crystals photographed from above against a grey background

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

Aerial view of a vast lot filled with new cars parked in neat rows

Business

Indian Car Dealers Are Holding Twice the Stock They Want

October's 14 percent fall in car registrations is mostly a Diwali calendar illusion. The stock on dealers' lots, about twice the industry benchmark, is not, and rates just rose.

November 7, 2026

A tightly packed spread of Indian 100-rupee notes bearing the Reserve Bank of India name and a portrait of Mahatma Gandhi

Business

The $119 Billion NRI Deposit Surge Is Far Too Big to Be About Oil

Net non-resident deposit inflows reached $119.2 billion in five months, 21 times a year earlier. India's oil bill and current account gap are a fraction of that. The money came because the RBI opened a swap window, and it comes due in three to five years.

November 7, 2026

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