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

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Mumbai's skyline seen hazily from across the sea, with a small fishing boat in the foreground

Markets

A Decade of Foreign Investment in India's Stock Market Comes to Zero

Foreign investors have sold Indian equities hard through 2025 and 2026. But add up every year back to 2016 and net FII flows come to a rounding error, next to a market domestic money built the entire time.

August 15, 2026

A gloved worker packing fresh produce into paper delivery bags, with bowls of fruit and vegetables on the counter

Business

Blinkit Added More Stores in a Quarter Than Maharashtra's Hygiene Drive Inspected

Maharashtra's food safety drive flagged 87 percent of the dark stores it checked. That drive covered a sliver of the network Blinkit, Zepto and Instamart have built.

August 15, 2026

A Turkish Air Force F-16 fighter jet taking off, with a residential town and mountains in the background

Geopolitics

Pakistan's Public Has Already Picked China, Pact or Not

Delhi's press calls the new Turkiye-Pakistan-Saudi pact a fresh security threat. Its combined military budget barely outspends India's own, and Pakistan's public had already picked China long before the pact was signed.

August 15, 2026

A colonnaded government building in New Delhi with the Indian tricolour flying above its central dome

Business

Before This Scheme Existed, Taxpayers Had Already Disclosed Rs 29,208 Crore

A one-time window for small taxpayers with undisclosed foreign assets opens August 16, 2026, framed as a fresh chance at leniency. CBDT's own numbers show a separate disclosure drive had already pulled in more money than the last full amnesty ever raised, years before this scheme existed.

August 15, 2026

Rows of black server racks with red and blue cabling in a data center

Markets

Anthropic's Investors Are Also Its Biggest Cloud Suppliers

Google, Amazon, Microsoft and Nvidia are funding Anthropic's growth while selling it the cloud capacity that growth requires. The IPO now being priced off a $190 billion to $200 billion 2028 forecast runs through the same four names twice.

August 15, 2026

A container ship registered in Mumbai, stacked with shipping containers from Maersk and other lines, docked under gantry cranes at an Indian port

Markets

India's Dollar Deposit Scheme Has Doubled 2013's Entire Haul

Banks have mobilised more foreign-currency deposits under RBI's 2026 swap window than the whole of 2013's rescue raised. The trade gap that made the rescue necessary is widening at the same time.

August 15, 2026

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