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

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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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Business

Tesla's India Sales Jumped Sevenfold After a 15 Percent Price Cut

Tesla India's FY26 filing shows Rs 5.16 crore of profit on Rs 247.31 crore of revenue. The number that matters came after the year closed: monthly deliveries rose from 38 to 291 once the Model Y got Rs 9 lakh cheaper.

October 26, 2026

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Markets

Shipping US Crude to China Now Costs Nearly Five Times the Pre-War Rate

Freight on a US-to-China barrel hit about $40 in October 2026, against $8.60 before the Iran war. India buys under 3 percent of its crude from the US, which is why the squeeze reaches it by a different route.

October 25, 2026

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Markets

India's Gold Loan Boom Was Built Below Today's Price

Gold is down 29% from its January record, yet India's gold-loan book grew from a base near $2,200 an ounce. Muthoot's average loan-to-value was 66.68% at end-June, when gold sat within 1% of today's price. The real test is roughly 11% lower.

October 25, 2026

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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

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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

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