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A submarine surfaced near a coastline at dusk, silhouetted against a cloudy sky

Geopolitics

How Close Must India's Submarines Sail to Strike

China just tested a submarine missile that can reach up to 10,000 kilometers. India's operational one reaches 750, forcing its boats close to shore to fire at all.

July 8, 2026

Mumbai's high-rise skyline of residential and office towers at dusk

Markets

RBI's New Collateral Rule Cut Broker Derivatives Volume Days Before the Iran Shock

A new RBI collateral rule cut MCX derivatives turnover hard in the week before markets needed depth most. Then Iran happened, and India's fear gauge jumped 26 percent in a single day.

July 8, 2026

Rows of server racks with cabling in a data centre, the kind of digital infrastructure project behind the FDI figures in this piece

Business

India's Real Investment Pipeline Shrank the Year Its FDI Ranking Rose

UNCTAD's World Investment Report 2026 has India climbing the FDI rankings on a 44 percent inflow surge. One Alphabet project explains most of it, and the country's real investment pipeline was shrinking underneath.

July 8, 2026

A flat-screen television mounted on the wall of an ordinary Indian home, wired to a set-top box on a side table beside a plastic chair

Business

Why India's Durables Credit Grew 42 Percent When Prices Barely Moved

Personal loan growth hit 15.4 percent and NBFC lending against durables jumped 42 percent, even as official electronics and appliance prices barely moved. The real price shock, from a global chip shortage, is only now reaching the showroom.

July 8, 2026

Monochrome view of modern glass office towers in Bengaluru, India's technology hub

Business

The H-1B Crackdown Will Hit Indian Engineers, Not Indian IT Companies

Washington's new H-1B fee and wage rule look aimed at India's outsourcing giants. The giants already walked away from the visa; the bill falls on individual engineers instead.

July 8, 2026

A computer processor chip resting on a white surface next to two black RAM memory modules with gold connector pins

Technology

Samsung's Chip Profit Windfall Is Coming Out of Its Own Phone Business

Samsung just guided a record, 19-fold jump in quarterly profit on the AI-driven memory shortage. The same shortage is projected to cut its own phone division's profit by roughly 61 percent, and it is already squeezing which phones Indian buyers can afford.

July 7, 2026

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