
Geopolitics
Delhi's Entry Ban Targets Vehicles, but Winds Carry Most of Its Winter Smog
Delhi will bar non-BS-VI vehicles registered outside the city from November 1. Transport supplied about 28 percent of winter PM2.5 in the best-known modelling study. A 2026 study says north-westerly winds carry 55 to 65 percent.
By The Signal Editorial
October 26, 2026 · 6 min read
The Latest

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

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

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

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

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

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
Business & Markets

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

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

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
Technology & Science

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

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

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
Health, Culture & Geopolitics

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

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

Health
India's Tobacco Fight Is Being Won Where the Users Are Not
Fewer young Indians use tobacco, which is the win prevention promised. But in the last national survey, use was 41.4% at 65 and over against 12.4% at 15 to 24, and tobacco-site cancers peak at 70 to 74.
October 19, 2026