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The Indian Context
@theindiancontext.substack.com
Indian bonds face a limited rally as household savings shift structurally toward equities. Despite 4 RBI rate cuts in 2025, 10-year yields remain stuck in the 6.50%-6.75% band. Tax changes and pension fund flexibility are further fuelling this massive move into stocks. 📉🇮🇳

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January 7, 2026 at 5:51 AM
Most of India's state electricity distribution companies (DISCOMs) are in precarious health. Discounted electricity prices are weighing heavily on DISCOMs. Economic engines like Maharashtra and Tamil Nadu are at the bottom of the lists.
January 6, 2026 at 6:03 AM
The AI boom is fueling a "K-shaped" global economy in 2026, per HSBC:

💰 US Wealth: Tech gains boost the rich; others feel the squeeze.
🏗️ Business: Tech spending dwarfs traditional industry investment.
🌏 Asia: Exports (chips) thrive while domestic consumption lags.
January 6, 2026 at 5:59 AM
Novo Nordisk launched the pill version of Wegovy in the US.

📉 Price War: It’s priced significantly lower than the injectables.
⚔️ Competition: After losing ground to Eli Lilly, Novo is using the pill to reclaim lead.
🚀 Future: Oral meds are the new battleground for GLP-1.
January 6, 2026 at 5:59 AM
The A team that delivered this:

1️⃣ RBI gov Sanjay Malhotra: Slashed rates and boosted liquidity, attracted record foreign bank investment.

2️⃣ SEBI boss Tuhin Kanta Pandey: Focused on stability.

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Despite Trump's 50% tariff, Indian economy continued to expand in the remaining of the 2025. It was a mixture of monetary push, tax cuts and reforms that kept the growth engine firing.
January 2, 2026 at 6:52 AM
Despite Trump's 50% tariff, Indian economy continued to expand in the remaining of the 2025. It was a mixture of monetary push, tax cuts and reforms that kept the growth engine firing.
January 2, 2026 at 6:40 AM
India's legacy 2 wheeler makers are now slowing dominating the EV space. Their scale, network and brand trust are now helping them capture this new territory.

Another point: What a massive fall (>50%) in Ola's market share.
December 29, 2025 at 8:46 AM
Navi Mumbai International Airport has begun its commercial journey with a strong early turnout, handling nearly 10,000 passengers across its first two days of scheduled operations—a signal that Mumbai’s long-awaited second airport is already attracting demand from the MMR.

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December 29, 2025 at 7:33 AM
2025 is one of the best years for Indian IPOs. 2026 is expected to be even bigger with big names like Jio, Flipkart, PhonePe, Zepto.
December 29, 2025 at 7:07 AM
Highest grossing Indian movies 🎥

🍿 Dangal: ₹2200 crore
🍿Bahubali 2: ₹1800 crores
🍿Pushpa 2: ₹1800 crores
🍿RRR: ₹1400 crores
🍿KGF2: ₹1250 crores
🍿Jawan: ₹1150 crores
🍿Dhurandhar: ₹1100 crores
🍿Pathan: ₹1050 crores
🍿Kalki : ₹1040 crores
🍿Animal: ₹920 crores
December 29, 2025 at 6:58 AM
Instead of addressing this health disaster, the Govt is planning to launch own Air Quality Index.

Absolute clown move.
December 27, 2025 at 4:02 PM
India vs China will define this century. China wants to make Asia, the most populous continent, a unipolar affair. India is probably the most legitimate challenger to China's designs.

The graduates of both countries tells a vastly different story.
December 27, 2025 at 4:00 PM
Reposted by The Indian Context
Exclusive: Internal documents reveal Meta pursued a yearslong strategy to bring more teens to Instagram even after critics said it wasn’t safe.
Leaked documents show Instagram’s plan to win back teens
Instagram has pursued a yearslong strategy to win teens back to the app after its critics said the platform wasn’t safe for them, documents obtained by The Post show.
www.washingtonpost.com
December 27, 2025 at 2:00 AM
Indians are now feeling the H1B pain. Will it lead to more GCCs in India? Office space lease by GCCs in India at an all-time high.
December 27, 2025 at 7:52 AM
Noida, located on the eastern flank of India's national capital Delhi, is a city on the rise.

x.com/TheIndianCon...
The Indian Context on X: "Noida is the city to watch for. The upcoming airport in Jewar will be a big boost for the city and the state. https://t.co/MqZfmrcVCW" / X
Noida is the city to watch for. The upcoming airport in Jewar will be a big boost for the city and the state. https://t.co/MqZfmrcVCW
x.com
December 27, 2025 at 7:23 AM
Indian stock market is calmest among the peers and major stock markets in the world.
December 27, 2025 at 7:21 AM
In a city which is not considered even a metro. a tier 2/3 city.
Guwahati Airport, India
December 27, 2025 at 7:14 AM
AI now better at hacking than humans? Stanford researchers have done the job.

www.semafor.com/newsletter/1...
🟡 Semafor Tech: What we’re watching in 2026 | Semafor
Semafor’s editors across sectors give their predictions on how tech will intersect with their coverage areas in 2026.
www.semafor.com
December 27, 2025 at 7:13 AM