The Latest
Business
China's Record Trade Surplus Rests on the Price of AI Hardware
China's exports jumped 36.3% in September and its surplus is closing on $1 trillion. The engine is AI hardware, and its price effect matters as much as its volume. India sits downstream.
October 14, 2026
Business
El Niño Threatens India's Grocery Bills More Than Its Granaries
A strong-to-very strong El Niño is likely through early 2027, and the RBI has already raised rates. India's grain stocks are 2.8 times the norm. The risk is in the vegetable basket, which a rate hike cannot grow.
October 14, 2026
Business
IDBI Bank Now Trades 16% Above the Price India Agreed to Sell It For
Fairfax will pay Rs 81 a share for control of IDBI Bank, 6.6% above the government's fair-value benchmark. The stock traded at Rs 93.62 on the day of approval, and the state's remaining 34% is what an open offer may end up pricing.
October 14, 2026
Business
India's Top LNG Supplier Changed in One Month While Total Supply Fell
Oman is now India's largest LNG supplier, but it got there because American cargoes fell 59 percent in a month, not because India found a new anchor. Total imports fell 14 percent in the same month.
October 14, 2026
Markets
India's Reserve Peak Was Partly Dollars the RBI Has Promised to Sell Back
India's forex reserves are US$51 billion below their September record. The sharper number is the RBI's forward dollar book, which reached US$200 billion in August, and most of it falls due years from now.
October 13, 2026
Business
Why India's Growth Upgrade Arrived With a Rate Hike
The IMF lifted India's growth forecast to 7 percent, the RBI lifted its own to 7.1 percent, and the RBI raised rates in the same week. The demand behind the upgrade is the demand behind the inflation.
October 13, 2026
Business & Markets
Business
India's Tax Target Now Depends on Excise Collections Jumping 31 Percent
Union excise collections fell 22.6 percent in the first five months of 2026-27. The Budget needs them to grow 31 percent from September to March. Nothing else in the tax system is running far enough ahead to cover the difference.
October 14, 2026
Business
China's Record Trade Surplus Rests on the Price of AI Hardware
China's exports jumped 36.3% in September and its surplus is closing on $1 trillion. The engine is AI hardware, and its price effect matters as much as its volume. India sits downstream.
October 14, 2026
Business
El Niño Threatens India's Grocery Bills More Than Its Granaries
A strong-to-very strong El Niño is likely through early 2027, and the RBI has already raised rates. India's grain stocks are 2.8 times the norm. The risk is in the vegetable basket, which a rate hike cannot grow.
October 14, 2026
Technology & Science
Technology
Starlink's Real Rival in India Is Jio's Home Broadband, Not Its Cheap Mobile Data
Mobile data costs Rs 7.51 a gigabyte, a price no dish can match. The exposure is home broadband, where wireless lines now add subscribers as fast as every wired line combined.
October 11, 2026
Technology
India Lost Its Cheapest Phones to the AI Memory Boom, and Almost Nothing Else
India's smartphone market fell 11.1% in Q2 2026. Strip out phones under US$100 and the rest of the market did not shrink at all. AI data centres are repricing one band of buyers, not everyone.
October 6, 2026
Technology
Google's Hardened Framework Cuts XSS Bugs by 250 to 1
Google's AI bug hunter confirmed over 500 exploitable security flaws across its web apps, and only 2 on the hardened framework built to stop exactly that bug. The gap says more about templates than about talent.
September 27, 2026
Health, Culture & Geopolitics
Health
WHO Bars Obesity Drugs for Children Under 10 as Cheaper Versions Reach India
WHO's new guideline rules out obesity drugs and surgery for children aged 0 to 9, on thin evidence. In India, generic semaglutide at Rs 1,300 to Rs 4,200 a month has removed much of the price barrier, leaving guidance as the main one.
October 8, 2026
Health
Two Large Listed Hospital Chains Raised Bills Slower Than Parliament's Inflation Figure
A parliamentary panel wants foreign hospital capital curbed and prices capped, citing medical inflation of 10 to 13 percent. Two large listed chains report bill growth of 5 and 8 percent, and Apollo credits case mix.
October 5, 2026
Health
Serum Institute's HPV Vaccine Cleared WHO While India Vaccinates With Gardasil
WHO prequalified Cervavac on 25 September 2026, the sixth HPV vaccine to clear the gate. India's own free programme, launched in February, runs on Merck's Gardasil.
October 5, 2026