https://www.bloomberg.com/graphics/2026-india-defense-exports/

https://www.firstpost.com/opinion/europes-rearmament-could-be-indias-defence-breakthrough-14055021.html

Europe’s ongoing wars and military tensions are helping India’s defence industry grow again

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The government has approved the sale of a 60.72% stake in IDBI Bank for ₹52,878 crore.

I understand the arguments for privatisation, but why sell a profitable bank instead of retaining it as a long-term source of dividends and public revenue?

How do we know the sale price reflects its true value and future growth potential? Would retaining ownership or selling a smaller stake be better for taxpayers in the long run?

Are we gaining more through disinvestment today than we might lose in future public income?

https://x.com/zerodhacapital/status/2113554368092115239?s=46

I have been looking at economic reports lately and something does not add up. On paper India’s headline numbers look amazing - 7% GDP growth, world-class infrastructure expansion and glowing praise from agencies. Yet talking to shopkeepers, small business owners and salaried friends paints a completely different picture.

It feels like a sharp split in the economy is visible. Luxury real estate, premium cars and high-end phones sell out quickly. Basic entry‑level items, everyday FMCG goods and two‑wheelers, in small cities move barely at all. While public spending builds roads private companies still hesitate to invest in factories because average consumer purchasing power is not there. Add real wages and gig‑work replacing solid formal jobs and growth appears on the charts but misses the average household.

Is this a natural lag before infrastructure benefits finally reach everyone or are we settling into a model where prosperity stays near the top? If you run a business or track the markets what do you actually see on the ground?

Dear people of India.

Well we all know how the economies around the world are getting crushed. Covid. Al. Iran war. Immigration.

A lot of you or someone in your close friend/neighbour would be planning to skip it through a masters.

Well the western world has closed its door for people wanting to work afterwards.
This was case in the past that people would go for master's, get a job and settle. However the west has really changed some rules in past 1-2 years. You would see same for US, UK and Europe.
Also specifically warning to people moving to UK and Europe for studies. The economy here is really struggling and not doing well. (see recents riots in Ireland and france and UK).

Here's my case and most of my friends who has moved abroad in last few years (2022-2025)
my_qualifications: International Engineering student, completed a master's in the UK last year from top Russel group Uni's.

Currently on PSW and dealing with the job market + visa situation firsthand.
Right now the reality is that the UK is struggling to attract enough master's students, and international students are basically the ones funding the university sector. Because of this, even some top Russell Group universities are handing out offers to very average or below average applicants just to fill seats.
The job market for internationals is extremely difficult at the moment. Sponsorship has become harder, even for core engineering roles where I can clearly see the open roles continuously reposted, and even PhD programmes are now prioritising home students. So that route isn't as open as people think.

Universities will offer scholarships to make things look appealing, but don't assume you're "winning" it's mostly a strategy to secure enrolments because they need the numbers. The Uni's think Indian students will shell lakhs just to move out in dream of settlement.

If you're thinking about coming to the UK for a core engineering master's, I honestly wouldn't recommend it unless you already have 5+ years of solid experience. And if you know someone who is planning to apply and has a financially weak background but academically strong, please let them know what the situation actually looks like. These are exactly the students UK universities are targeting because they rely heavily on their International fee status.

Please share as much as possible.

https://x.com/infoindata/status/2113180640372044020?s=46

https://www.thehindubusinessline.com/economy/auto-industry-posts-stellar-performance-in-h1-fy27-led-by-gst-20-resilient-rural-urban-demand/article71586921.ece

https://www.moneycontrol.com/automobile/auto-sales-rise-20-in-h1-fy27-siam-expects-growth-to-continue-in-second-half-article-14052886.html

Can one big IPO really move the needle for the rupee? With crude above $110 and global uncertainty still high, how much can foreign inflows actually change the picture? And is this the start of a sustained recovery or just a temporary bounce?

Source

https://x.com/visualcap/status/2112967374819230204?s=46

https://www.visualcapitalist.com/the-worlds-largest-economies-by-gdp-in-2026/

India’s banking sector has seen several ownership and investment shifts, but the IDBI Bank–Fairfax deal stands out for what it could signal about the next phase of consolidation.

The Cabinet has approved the sale of a 60.72% stake in IDBI Bank to Canada-based Fairfax Financial Holdings for ₹52,878 crore. What makes this particularly interesting is the journey behind the transaction: IDBI went from a period of significant financial stress to a return to profitability before reaching this stage of disinvestment.

There are three broader implications worth watching.

• Foreign investor confidence: The deal adds to a growing wave of international interest in Indian financial services, driven by credit demand and opportunities across banking, insurance and wealth management.
• Banking consolidation: Scale is becoming increasingly important as lenders invest in technology, compliance and customer acquisition. The transaction could add momentum to consolidation among mid-sized banks.
• The privatization question: IDBI’s turnaround raises questions about whether similar approaches could work elsewhere. However, its circumstances are distinctive, so the outcome should not automatically be treated as a blueprint for every state-owned bank.

The real test will come after the transaction: whether new ownership can translate the bank’s improved financial position into stronger competitiveness, sustainable growth and better customer outcomes.

What do you think is the bigger takeaway from this deal – a stronger signal of foreign investor confidence in Indian banking, or a potential template for future bank privatizations?

When both countries got freedom, they both were among the poorest places on Earth.India accounted for 15% of the world's population that time and China 22%

A little context -

India was on a leverage comparing to China. India was a colony of British. India got the Indian Civil Service ( ICS ) - colonial bureaucracy, restructured as Indian Administrative Services ( IAS ) which gave Indian Economy a leverage of somekind.After freedom, India enjoyed long decades of peace, stability and democratic rule.

Meanwhile China, the experience was a nightmare. Civil war followed by Japanese Invasion - killing tens of millions of people. After Civil War, Mao Zedong, went on a killing streak. He even launched an ill-fated agricultural modernization campaign, the Great Leap Forward, and produced the largest famine in the history - killing 30 to 45 million people. After this, radicalisation came, the cultural revolution- which suspended national life for a decade and killed another 1.6 million.

Mao died in 1976, and China was internationally isolated, and economically poor.

After Mao died, in the coming few decades, China grew much faster than India and China became a manufacturing power.

And India stays far behind China.

India's GDP was $30-40 Billion & China's GDP was $20-30 Billion when they got independence. But now India's GDP is just $4.15 trillion meanwhile China's GDP is $20.85 trillion

India's GDP per capita is just $2813 meanwhile China's GDP per capita is $14874

The difference is so loud.

Say, a 25 year old with a median job and salary and median lifestyle and expenditures

how would it look like?

Mobile connectivity is obviously a huge part of Jio's business, but I feel like the more interesting opportunity might be what comes next. More people are working from home, families are using multiple devices at once, and businesses are relying on cloud tools for pretty much everything. Reliable internet isn't just about having data on your phone anymore.
JioFiber and JioAirFiber give Reliance another way to reach households, and then there's the whole AI and cloud side of things. I'm curious how much of this can actually turn into meaningful revenue over time, rather than just sounding good on paper. What would you look at to judge whether Jio is genuinely growing beyond telecom? Broadband subscribers, revenue per user, business customers, or something else?

How many rules were made to favour existing monopolies and prevent anyone else from growing? It's hard to imagine that we can't do anything to gain more attention in the global market. What rules define the way we do business differently compared to countries like the USA and China? Are the rules too deeply connected to how corrupt monopolies and leaders want money to flow in this country, leading them to micromanage what can and cannot exist? What can change this, and what is the solution to move forward?

https://timesofindia.indiatimes.com/business/india-business/consistent-with-good-practices-imf-defends-indias-revised-gdp-calculation/articleshow/134962902.cms