Since our E85 vs Hydrogen analysis, India launched E85 at 48 pumps, Maruti unveiled the first flex-fuel car, Hero launched two flex-fuel bikes, and the government began a 10-route hydrogen truck and bus pilot with Reliance, Tata Motors and NTPC. Here is what changed, the real cost-per-kilometre math, and what it means for India's fuel future.

Six developments our original PLI analysis did not cover: MeitY's FY27 budget cut by 17% on underspending, Auto PLI's sixteen-fold EV jump, ACC battery PLI at 2.8% of target with a beneficiary now facing a Rs 15.15 lakh crore SEBI fraud order, Textiles Round III approving 96 companies, DVA violations under review, and the scheme crossing Rs 2.4 lakh crore overall.

On January 27, 2026, India and the EU concluded the world's largest FTA. 70.4% of EU tariff lines go to zero immediately, covering 90.7% of India's export value. Full breakdown: what textiles, leather, pharma, chemicals, IT services, and steel exporters gain, what CBAM means for steel and aluminium, India's concessions, and when this deal actually comes into force.

India's Prototype Fast Breeder Reactor at Kalpakkam achieved first criticality on April 6, 2026, after 22 years and Rs 8,181 crore. A deep case study on what this means for India's three-stage nuclear programme, the 100 GW by 2047 target, NTPC, BHEL, L&T, and how investors can access the Rs 23-25 lakh crore nuclear build-out.

A comprehensive analysis of India's Rs 2.27 lakh crore food subsidy in FY26 rising to Rs 2.27 lakh crore in FY27. Covers NFSA 2013, PMGKAY, FCI economics, the cost of free grain for 81 crore people, PDS leakages, and the reform debate.

India's VB-G RAM G Act launches July 1, 2026, replacing MGNREGA after 21 years. 125 guaranteed workdays, 60:40 Centre-State cost sharing, Rs 1.51 lakh crore total outlay, GPS and AI-based monitoring. Every detail explained.

India's Production Linked Incentive scheme has a Rs 1.97 lakh crore outlay across 14 sectors, but only Rs 28,748 crore has been disbursed in five years. This article explains the mechanics of PLI, breaks down who actually received incentives, which sectors are leading and which are lagging, and what the gap between outlay and disbursement tells you about the scheme's real progress.

From Palantir's Maven Smart System compressing kill chains to minutes, to China's intelligentisation doctrine and India's iDEX-ADITI framework, this article maps how AI is rewriting the rules of military power in 2025 and 2026.

India closed FY26 with a full-year current account deficit of $25.2 billion. FY27 projections range from 2.1 to 2.3 percent of GDP. Here is what the CAD is, why it widens, and how it flows through to your home loan, petrol price, and grocery bill.

India's forex reserves stand at $682 billion, providing 11 months of import cover. The RBI Governor calls them adequate. This article examines what the headline misses: a record $103 billion forward liability, $303.7 billion in short-term residual debt, a $53 billion FY26 intervention cost, and the erosion from the $728 billion peak.

Brent crude has retreated to the mid-$90s from a peak of $113 in May 2026. Yet petrol in Delhi crossed Rs 102 per litre and diesel hit Rs 95. This article dissects the five-layer mechanism that keeps Indian pump prices stubbornly high regardless of where crude trades.

India grows at 7.4% but 46% of workers are back in agriculture. Youth unemployment is 16%. IT giants shed 65,000 jobs in FY24 while revenues rose. A deep analysis of India's employment elasticity crisis and what it means for the demographic dividend.

Central banks across Asia, the Middle East, and Europe are buying physical gold at the fastest pace in modern history while quietly reducing US Treasury holdings. This article explains why, what triggered it, and what it means for global inflation and currency stability.

On June 5, 2026, India promulgated an ordinance scrapping all income and capital gains taxes for foreign portfolio investors on government securities. This article dissects why it happened, what it costs, and what it reveals about India's balance of payments anxieties.

India has quietly rebuilt its entire Venezuela oil relationship in under 60 days — importing 427,000 barrels per day in May 2026. With upstream stakes, $500 million in frozen dividends, and a new acting president in Caracas, here is what India is really after.