The Latest
Markets
Indonesia Is Only 0.43% of the Index, Yet Stocks Fell 10.6%
Jakarta had its worst day since 1998 after MSCI proposed to downgrade Indonesia, a market now only 0.43% of the index. The warning is about free float and trust in prices, which is exactly what sets India's own weight.
October 16, 2026
Markets
India's Gold ETF Curbs Are Back After Inflows Rose Through the First Round
Around 17 fund houses restricted gold ETF fund-of-fund subscriptions this week, months after a first round of curbs. Gold ETFs are about 4 of India's 131 tonnes of quarterly demand, so the curb reaches the smallest channel.
October 16, 2026
Markets
Wipro Stock Rose Nearly 6 Percent After Its Large Deals Fell by More Than Half
Nifty IT gained 11.72 percent in a week, its best since April 2008. Wipro rose nearly 6 percent on the same tape, one day after reporting that its large deal bookings fell 58.6 percent.
October 16, 2026
Markets
SEBI Wants to Halve the SME IPO Entry Price It Doubled 19 Months Ago
In March 2025 SEBI doubled the SME IPO ticket to Rs 2 lakh to keep smaller investors out of a risky market. Its October 2026 paper halves it again and pays for the change with a tripled profit bar.
October 15, 2026
Business
Hyundai's $15.5 Billion India Pledge Names a Use for Just $700 Million of It
Hyundai Motor Group says it will put $15.5 billion into India by 2032. Only about 4.5 percent of that has a stated use. The rest is a seven-year envelope.
October 15, 2026
Markets
Does the Supreme Court's Yes Bank AT-1 Ruling Make Indian Bank Capital More Expensive?
The Supreme Court has upheld the quashing of Yes Bank's Rs 8,415 crore AT1 write-off. The bonds are a sliver of the market. What changes is how much process a write-down now needs.
October 15, 2026
Business & Markets
Business
Hyundai's $15.5 Billion India Pledge Names a Use for Just $700 Million of It
Hyundai Motor Group says it will put $15.5 billion into India by 2032. Only about 4.5 percent of that has a stated use. The rest is a seven-year envelope.
October 15, 2026
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
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