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

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Geopolitics

Why a US Visa Probe Lands on India's Record Research Pipeline

The Labor Department's inspector general has subpoenaed nine universities over J-1 visas. India sent a record 19,156 scholars to the US in 2024/25, one in six of the total.

October 18, 2026

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Business

India's Free UPI Rests on a Subsidy That Covers One Tenth of Its Cost

NPCI has pushed the UPI merchant fee past Diwali, but the gap behind it is untouched. UPI costs about ₹20,000 crore a year to run, and the FY27 subsidy is ₹2,000 crore.

October 18, 2026

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Business

Airtel's Voice-Only Plan Costs a Quarter Less Than Its Average Customer Pays

TRAI's draft asked for a largely proportional price cut on voice-only plans. The final rule asks for an appropriate one. Airtel's first answer is Rs 185, 47 percent below its Rs 349 data plan and about a quarter under what its average customer pays each month.

October 18, 2026

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Business

India Shut Sugar Out of Ethanol and Cut What It Pays for Maize

The oil companies' new ethanol tender sets sugar diversion at zero, yet asks for about 1,100 crore litres. Grain has to fill a gap of roughly 42 percent, at a lower maize price.

October 18, 2026

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Technology

The Supreme Court Wants Children Online, and India's Data Rule Will Need Their Parents' ID

The Supreme Court declared children's internet access a fundamental right and warned that age checks on every user invite surveillance. It left the consent design to the Union. The DPDP Rules already wrote one, and it runs on the parent's identity and age.

October 17, 2026

Silhouettes of construction workers on a concrete frame and steel rebar at sunset in India

Business

India Got Faster Growth From the Same Investment Rate

A new column says India's capital productivity has declined. MoSPI's new GDP series says each point of growth cost less capital in FY2025-26. The 8 percent goal still needs a higher investment rate.

October 17, 2026

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