
Geopolitics
Jaishankar Warns of a Food Crisis Though India's Grain Stocks Were Nearly Triple the Buffer Norm
India's foreign minister warned of a major food crisis the same day the Centre trimmed its foodgrain target. Rice and wheat stocks stood at 2.9 times the buffer norm in April, so the exposure sits elsewhere.
By The Signal Editorial
September 30, 2026 · 6 min read
The Latest

Markets
India's Dollar Swap Window Fixed the Hedge at 1.5 Percent While US Yields Kept Climbing
The US 30-year yield has climbed to 5.56 percent since June. The rupee has lost under 1 percent. The RBI's swap fixed the price of the currency hedge, and NRI deposits, not corporate bonds, took most of it.
September 30, 2026

Business
India's New Fuel Rules Count One Electric Car as Three and Give Small Cars Nothing
India's CAFE-III rules, notified on 29 September 2026, tighten the fuel target by about 16.7 per cent and drop the small-car concession. The bigger lever is the 3x credit for electric cars.
September 30, 2026

Business
India Is Spending ₹1.86 Lakh Crore on a Grid That Its Solar Farms Outran
The Cabinet has approved ₹1.86 lakh crore to evacuate up to 135 GW of renewable power. The scheme funds state grids, while the curtailment measured so far sits on the inter-state network.
September 30, 2026

Business
India's Deficit Is on Pace After Five Months, but Taxes Are Not Carrying It
The Centre has used 41.9 percent of its full-year deficit in five months, almost exactly what five-twelfths of a year implies. The mix underneath is lopsided: taxes are behind pace and non-tax revenue is far ahead.
September 30, 2026

Business
India's Capex Forecast Came True While Private Investment Shrank as a Share of GDP
The RBI's forecast for private capex proved almost exactly right. Private investment still slipped as a share of GDP. The gap sits between financed projects and announced ones.
September 29, 2026

Health
India Tells Doctors to Cut NSAID Doses, Not Cut the Combination Pills
CDSCO's new circular tells doctors to prescribe the lowest effective NSAID dose. It never mentions the combination pills that already dominate India's NSAID market.
September 28, 2026
Business & Markets

Business
India's New Fuel Rules Count One Electric Car as Three and Give Small Cars Nothing
India's CAFE-III rules, notified on 29 September 2026, tighten the fuel target by about 16.7 per cent and drop the small-car concession. The bigger lever is the 3x credit for electric cars.
September 30, 2026

Business
India Is Spending ₹1.86 Lakh Crore on a Grid That Its Solar Farms Outran
The Cabinet has approved ₹1.86 lakh crore to evacuate up to 135 GW of renewable power. The scheme funds state grids, while the curtailment measured so far sits on the inter-state network.
September 30, 2026

Business
India's Deficit Is on Pace After Five Months, but Taxes Are Not Carrying It
The Centre has used 41.9 percent of its full-year deficit in five months, almost exactly what five-twelfths of a year implies. The mix underneath is lopsided: taxes are behind pace and non-tax revenue is far ahead.
September 30, 2026
Technology & Science

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

Technology
A Litigation Funder Bankrolled the Lawsuit That Just Cost Apple $5.7 Billion
A federal jury ordered Apple to pay $5.72 billion over two haptic patents, then discovery showed the winning plaintiff's case was bankrolled by a subsidiary of litigation funder Burford Capital.
September 27, 2026

Technology
RatHat Steals Bank PINs Without Ever Touching the OTP
A new Android banking trojan reads PINs straight off the screen using the accessibility tool built for blind users. India's OTP defense never even sees it.
September 22, 2026
Health, Culture & Geopolitics

Health
India Tells Doctors to Cut NSAID Doses, Not Cut the Combination Pills
CDSCO's new circular tells doctors to prescribe the lowest effective NSAID dose. It never mentions the combination pills that already dominate India's NSAID market.
September 28, 2026

Health
India Built Its TB Elimination Plan on Protection That Fades in a Year
A new 24-country study finds TB preventive treatment protects for eight to thirteen years in low- and medium-burden countries. In high-burden settings like India, exactly where the national programme is leaning hardest on it, protection starts fading within a year.
September 28, 2026

Health
A Brain Signal, Not Willpower, Explains Why Dieters Regain Weight
India's GLP-1 market tripled in a year, but patients are stopping the drugs early over cost. New research on the brain and fat-cell mechanism behind weight regain says that stopping does not reset the body: it restarts the same signal that made the weight come off.
September 26, 2026