The Latest
Markets
Foreign Investors Sold 60 Percent of Their IPO Anchor Stakes in a Year
Anchor allotments are sold to institutions as proof an IPO deserves its price. SEBI finds foreign portfolio investors sold 60 percent of that stake within a year, fastest of any category, and smaller IPOs lose theirs quickest of all.
August 14, 2026
Geopolitics
India's Caste Census Is Legally Barred From Ever Reaching a Courtroom
The Centre has notified a 40-question Census 2027 form that counts caste nationwide for the first time since 1931, alongside Aadhaar, voter ID and a Covid-19 vaccination field. Section 15 of the Census Act means none of that data can ever reach a courtroom as evidence.
August 14, 2026
Geopolitics
India's New Predator Drones Share a Vulnerability the US Just Confirmed in Iran
The US Air Force has lost roughly a quarter of its Reaper fleet fighting Iran. India just signed a $4 billion deal for the same manufacturer's drone family, to fly near a heavily defended border with China.
August 14, 2026
Geopolitics
Canada Recorded the Most Attacks on Indian Nationals, Not the US
MEA data tabled in the Rajya Sabha on 23 July 2026 show Canada, not the US, recorded the most reported attacks on Indian nationals between 2021 and 2025. Set against Canada's own hate crime numbers, the MEA's tally is a small fraction of the total.
August 14, 2026
Business
Indian IT's Billing Model Is Breaking Under AI Discounting
TCS just posted its first full-year revenue decline in company history. In the same window, Coforge grew revenue 33 percent. The gap is the billing model, not the technology.
August 14, 2026
Geopolitics
Parliament Just Curbed the Mineral Tax Power States Won in Court
The Supreme Court gave states up to 12 years to collect mineral tax dues stretching back to 2005. Parliament's mining law amendment writes off whatever states have not collected yet, and lets the Centre keep what is already banked.
August 13, 2026
Business & Markets
Business
Indian IT's Billing Model Is Breaking Under AI Discounting
TCS just posted its first full-year revenue decline in company history. In the same window, Coforge grew revenue 33 percent. The gap is the billing model, not the technology.
August 14, 2026
Business
India's Factory Margins Are Being Squeezed by Raw Materials, Not Wages
RBI's FY2025-26 corporate data show manufacturing profit growth cooling because raw material costs jumped 18 percent, not because of wages. IT, which held wage growth to the low single digits, was the only sector to grow its margin at all.
August 13, 2026
Business
India's Coal Mine Pipeline Nearly Doubled as Non-Fossil Capacity Passed Half
India proposed nearly twice as much new coal mine capacity in 2025 as in 2024, the same window in which non-fossil sources became the majority of its installed power capacity. The mine pipeline is the harder forecast to ignore.
August 13, 2026
Technology & Science
Technology
Nvidia Is Now Financing the Data Centers That Buy Its Chips
Nvidia has lined up Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize over $500 billion for the data centers that buy its chips. Wall Street has seen this circularity before, in Cisco and Lucent's dot-com bust.
August 12, 2026
Technology
The Rule That Killed Free Basics Just Let a Paid Fast Lane Through
India's net neutrality rule was built to ban paid fast lanes after the Free Basics fight. A 5G plan just tested it, and the regulator's first read found no violation.
July 31, 2026
Technology
Pronto Pays Its Workers Double to Wear Cameras on the Job
Pronto pays its home-service workers double to let a camera record the job for AI training data. The wage premium, not a consent process, is what actually buys the worker's participation.
July 30, 2026
Health, Culture & Geopolitics
Health
Why Kerala's Dengue Patients Are Twelve Times More Likely to Die Than Tamil Nadu's
Tamil Nadu carries India's biggest dengue caseload and one of its lowest death tolls; Kerala runs the opposite trade, with far fewer cases but far more deaths. The gap is Kerala's population, not its outbreak.
August 1, 2026
Health
India Meets Just 0.2 Percent of Its Own Heart Transplant Need
A new Lancet analysis finds India covers just 0.2 percent of its own heart transplant need and 7.2 percent of kidney need. The shortfall traces to where transplant capacity sits, not to how many people need one.
July 30, 2026
Health
India's Dementia Risk Is Led by a Lack of Schooling, Not Diabetes
A Bengaluru cohort study points to diabetes and hearing loss as India's dementia risk profile. The country's own nationally representative study names a different leading factor by a wide margin, and diabetes does not even reach significance.
July 30, 2026