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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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.

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.

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.

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.

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.

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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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.

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.

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.

Daily moves in the benchmark Nifty50 has remained range bound in 1.5%.

Indian stock market is calmest among the peers and major stock markets in the world.