A new phase of consumption-led growth in India
Macro signals, micro behaviours, and what the alternative data tells us about what comes next
India’s labour market is formalising faster
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 structurally changing classrooms
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
IndiGo’s hidden advantage: a quiet surge in competition-free routes
What an under-the-radar network shift means for yields, margins, and competitive resilience
Ather versus Ola, what the data really says
Price realisation, not volume alone, is reshaping India’s electric two-wheeler leaderboard—exposing contrasting strategies, execution quality, and economic durability
US big tech: hiring trends in India
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
AI in India Inc: from hype to measurable impact
The era of vague AI strategy is over. Q1 FY26 earnings reveal a critical shift: India Inc is now citing specific revenue targets, 30% productivity gains, and production-scale AI agents. We unpack the three trends defining this new execution phase