Insights

Food prices declined, gold and silver surged, and the CPI flattened a deeply uneven inflation experience.

UPI’s evolution to a hyper-scale and frequent usage, suggests India’s digital payments system is reshaping the rhythm of consumption, not merely its volume

Two NowCast case studies from the past year—one macro, one corporate—highlight where real-time modelling added clarity, and where discipline mattered most

What building institutional AI has taught us about data, discipline, and the future of financial workflows in India

Load factor for IndiGo remained resilient through December even as on-time performance deteriorated, underscoring the operational nature of the shock

Job listings, EPFO flows, and PLFS indicators together point to rising employer activity and deeper formal labour absorption

Demat custody value has grown far faster than GDP, reshaping how financial assets are held and measured.

Macro signals, micro behaviours, and what the alternative data tells us about what comes next

EPFO’s payroll trail shows a quiet but decisive shift: young workers are entering formal jobs earlier, while mid-career and older employees are being pulled into the formal system at a scale India has not seen before.

India’s school enrolment has dropped by 18 million in 36 months. We dive into the data to explain why the thinning base of the education pyramid signals a major demographic turning point

What an under-the-radar network shift means for yields, margins, and competitive resilience

As US visa barriers rise, India evolves from a support hub to a primary talent fortress, but our data shows not every tech giant is growing at the same pace