India in 2026 stands at a critical juncture in its ambitious journey toward Viksit Bharat 2047 — the vision to transform the nation into a developed country by its centennial year of independence. Backed by strong economic indicators and expansive policies centered on inclusiveness, innovation, and sustainability, India’s path toward long-term national transformation is gaining…
India SME AI Transformation has accelerated rapidly between 2024 and 2026, as small and medium-sized enterprises moved beyond basic AI experiments to fully integrating scalable, AI-enabled platforms across their operations. This shift allowed SMEs to overcome long-standing challenges such as limited access to formal credit and low productivity. By using AI-driven tools for risk assessment,…
India’s battery capacity: At recent storage and renewables shows, industry experts pegged India’s installed battery manufacturing capacity at ~60 GWh today, with a pathway to ~100 GWh in 2026 as new lines from cell gigafactories and pack integrators come online. Treat that as directional (not guaranteed), but the implications for the power system and transport…
India’s record-low CPI: Anchor facts: Headline CPI fell to 0.25% y/y in October 2025—the lowest in the current series—with food inflation at –5.02%. The drop reflects steep vegetable disinflation and some pass-through from late-September GST cuts. With inflation far below the RBI’s 2–6% band, street odds for a December rate cut have risen. Banks &…
Cabinet Approves New Export: The Union Cabinet has approved a two-part package to fortify India’s export engine: a ₹25,060-crore Export Promotion Mission (EPM) for FY26–FY31 and a ₹20,000-crore Credit Guarantee Scheme for Exporters (CGSE) that promises 100% guarantee coverage via NCGTC for additional collateral-free credit. The move—announced on November 12, 2025—targets MSMEs, first-time exporters and…
RBI MPC December 2025: India’s Monetary Policy Committee (MPC) goes into its final meeting of 2025 with inflation dramatically softer and growth guidance surprisingly firm. In October, the RBI kept the repo rate at 5.50% with a neutral stance but cut FY26 inflation to 2.6% and raised growth to 6.8%. Since then, a Reuters poll…
India’s Chip Big-Bang: India’s semiconductor story accelerated in 2024–25 from intent to implement. The Union Cabinet cleared three units in February 2024—including Tata–PSMC’s 28nm fab at Dholera and two ATMP/OSAT facilities—and later approved a sixth unit in May 2025: HCL–Foxconn near Jewar. In parallel, Micron’s OSAT campus at Sanand advanced, and CG Power–Renesas launched a…
India’s Q2 FY26 GDP: Mark your calendars: India’s National Statistical Office (NSO) will publish the Q2 FY26 (July–September 2025) GDP at 4:00 pm IST on Friday, November 28, 2025—as stated in MoSPI’s Q1 press note. That release follows a 7.8% year-on-year surprise in Q1 FY26. Since then, IIP for September printed 4.0% and Eight Core…
UPI Goes Global: India’s Unified Payments Interface (UPI) has moved decisively beyond home turf in 2025. The headline: UPI is being accepted in Malaysia through NIPL–Razorpay Curlec, joining a growing club of destinations (France, Singapore, UAE, Mauritius, Sri Lanka, Qatar, and more). In parallel, PayPal World announced an upcoming link to UPI, while NRIs can…
Rupee Watch: Through the first half of November 2025, the rupee has traded tightly around 88.6–88.8 per U.S. dollar, brushing its late-September record low but largely holding the line. Daily reference prints and interbank closes show narrow ranges as a familiar mix of factors pull in oppo site directions: RBI defence via state-run banks, oil…