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Original analysis, derived from public data. India-anchored.

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Shoppers examining folded garments at a street market stall in Bengaluru, with a bus and shopfronts behind them

Business

India's First Retail Survey Counts Enterprises, Not Sales

MoSPI's new ASISSE survey samples GST filers to count enterprises, not the sales they ring up. Even that count folds into a GDP line still bundled with hotels and transport.

July 11, 2026

A data centre server aisle with steel server racks and a monitoring workstation

Business

India Is Spending Far More on Data Centres Than the Market Is Worth

Government and industry trackers count tens of billions already committed to India's data centres. KPMG's own model values the market they are meant to serve at under $7 billion five years out.

July 11, 2026

A radiotherapy linear accelerator machine in a hospital treatment room, used to deliver radiation therapy for cancer

Health

Late Diagnosis, Not Rising Risk, Explains India's Cancer Survival Gap

India's cancer burden is not spiraling out of proportion to the world's. Its survival odds are, and the gap traces to when patients are found and how much treatment reaches them.

July 11, 2026

A modern corporate office tower with a geometric glass and concrete facade against a clear sky

Business

Cognizant's US Business Runs on the Visas Washington Is Now Investigating

A new federal task force is investigating fraud in the H-1B and PERM visa programs, and its inspector general named Cognizant specifically. The company's own filings show why it has more riding on that inquiry than the assumption that Indian IT firms would sit this crackdown out.

July 11, 2026

Two farmers bent over, planting rice seedlings by hand in a flooded paddy field at golden hour

Business

India's Food Prices Have Already Cleared the RBI's Inflation Target

India's food prices are already above the Reserve Bank's 4% inflation target, and the RBI's own forecast shows it. The monsoon risk behind that number is still getting worse, not better.

July 10, 2026

Monochrome view of modern glass-fronted office towers in Bengaluru, India, seen from below against an overcast sky

Business

TCS Hired 9,279 Workers as Elara Securities Cut Its Target 17 Percent

TCS's Q1 FY27 results split analysts down the middle: one broker cut its price target, another raised it. The company's own hiring, its fastest pace in four years, says more about AI and Indian IT jobs than either note.

July 10, 2026

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