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

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Software developers working at desks with monitors and laptops in a bright office with large windows

Business

Infosys Added $123 Million of AI Revenue and Only $63 Million of Total Revenue

AI is now above 10 percent of revenue at both Infosys and TCS. At Infosys, the AI gain in one quarter was nearly double the company's total gain, which means the rest of the business shrank.

October 24, 2026

Close-up of hands fitting a memory module into the open base of a laptop, with a screwdriver beside it

Technology

India's PC Growth Was Buyers Stocking Up Before the Price Hikes

India's PC market grew 12.1% in the June quarter. Global shipments then fell about 20% in the September quarter. The first number was buyers racing the price hikes, and the second is the bill.

October 24, 2026

A SIM card with a visible chip lying on a dark navy background

Technology

India Is Tying WhatsApp to SIM Cards After Finding 86 Lakh Obtained With Forged Papers

From 1 January 2027, WhatsApp and Telegram accounts must stay bound to a live, KYC-verified SIM. The anchor is only as strong as the registry beneath it, and that registry has already shed 86 lakh connections acquired with forged documents.

October 23, 2026

An Art Deco office building in Mumbai seen from below against a blue sky with trees framing the edges

Business

Selling Down to 75 Percent Keeps Four Public Sector Banks Under State Control

Meeting the 25 percent public float rule would take roughly Rs 19,000 crore of government stock across four banks, and it would not end state control. Indian Overseas Bank alone needs about Rs 10,000 crore.

October 23, 2026

A health worker in green scrubs and blue gloves gives an injection into a patient's upper arm

Health

The Malaria Vaccine With a 40 Percent Price Cut Still Costs Twice as Much as Its Rival

Gavi and UNICEF cut the price of the Mosquirix malaria vaccine by about 40 percent to 5.50 euros a dose. Its rival R21 is $2.99, and WHO says neither performs better. The deal is conditional on a manufacturing move to India's Bharat Biotech.

October 23, 2026

Four villagers walk along a flooded paddy field at dusk in rural Bangladesh, with a row of new houses behind them

Health

India's Measles Protection Reads 95 Percent in One Count and 72 in Another

Bangladesh has recorded 1,189 measles deaths this year after a vaccine stockout. India's headline immunisation numbers look safe, but the survey underneath them is less comforting.

October 22, 2026

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