Yes Bank’s rise as UPI’s dominant receiving bank
Interoperability defines access, but transaction flows have shifted sharply towards a single receiving bank
India’s crude sourcing: exposure and adjustment channels
India can partially replace disrupted Gulf crude, but delivery timelines and tanker availability constrain the speed and scale of adjustment
EV adoption moderates after mid-2025 peak
After peaking in mid-2025, EV penetration has eased and stabilised, as relative economics shifted and incremental adoption slowed across segments
How a Strait of Hormuz shock would affect India’s gas-dependent industries
Fertiliser plants, refineries, and city gas distributors face the most immediate operational risks from a disruption in Gulf energy shipping
Raajmarg InvIT IPO: the portfolio logic behind pooling India’s toll roads
Freight corridors and urban commuter highways combine to smooth toll revenue volatility, highlighting the diversification logic behind Raajmarg InvIT
India’s LNG imports run through Hormuz
Qatar and the UAE account for nearly three-quarters of India’s LNG imports,
tying supply to a single maritime chokepoint
Russian crude may cushion India from a Middle East oil shock
US–Iran tensions have lifted crude prices, but India’s pivot to Russian oil since 2022 provides a partial hedge that did not exist during previous Gulf crises
Luxury hotel rates lead post-holiday correction
15-day forward pricing shows a sharp decline in premium leisure destinations, with business markets exhibiting lower volatility
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