India has the data. Now make it AI-ready
India’s data is abundant yet unstructured, requiring AI-ready APIs and a sovereign language model to transform raw signals into a global technological edge
India’s consumption story is deepening
India’s consumption base is widening, formalising, and upgrading, strengthening balance sheets and shifting demand toward higher-value categories
US bankruptcy filings rise 13% in Sep-Dec 2025
Over the past 12 quarters, filings have recorded double-digit annual growth in all but one quarter
NowCast by Thurro continues to deliver disciplined forecast accuracy
For Q3 FY2026, across 21 listed companies in eight sectors covering INR 1.6 trillion in quarterly sales, the model landed every revenue prediction except one within the ±5% tolerance band
A tale of two markets
Cash equities are increasingly delivery-led, even as derivatives premium turnover surges, revealing a bifurcated market structure beneath speculation headlines
CPI reset begins with 2.75% inflation
The redistribution of weightage under the new base makes the new series more services-sensitive and comparatively less food-dominated
RBI holds rates as inflation caution meets fiscal reality
Rising inflation forecasts, sticky bond yields, and increased government borrowing signal constrained policy space despite growth resilience
Budget 2026-27 and the economics of absence
In a ruptured world, India’s Union Budget chooses restraint, signalling stability and execution while avoiding disruption, populism, or dramatic course changes
The Budget’s changing voice
Over the past eight years, the Union Budget speech has stopped persuading and started instructing
How the Union Budget reshaped its social contract
Across years, the Union Budget has quietly rewritten its social contract—changing how different groups are recognised, prioritised, and positioned within growth
The Economic Survey’s long arc
Read across the last seven editions, the Survey reveals how the state’s economic imagination has informed its doctrine