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Zomato Swiggy Margins Hit as Discount Wars Return
Zomato and Swiggy face margin pressure as discount wars return, signaling a shift back to aggressive customer acquisition strategies in India’s food delivery market. Rising competition and consumer price sensitivity are forcing both platforms to balance growth with profitability. Zomato and Swiggy face margin pressure as discount wars return at a time when both companies were moving toward profitability. The…
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We break down the signals that actually matter. Market shifts, policy triggers, sector shakeups, breakout founders, new capital flows, and the innovations that are quietly rewriting how business gets built in India. If it moves the narrative forward, we cover it – without the fluff.
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India’s green steel transition needs stronger public capital to close gaps
India’s green steel push is gaining urgency as the country works to reduce industrial emissions and align with global decarbonisation targets. The green steel transition requires significant public capital to close the financing gap that currently limits large scale adoption of clean technologies across the sector. The policy debate is…
JPMorgan raises Nifty 50 target to 30000 as domestic flows strengthen
JPMorgan lifting its Nifty 50 target to 30000 by end 2026 has become a key market signal for equity investors watching India’s growth cycle and domestic liquidity trends. The new target places the index significantly above current levels and highlights the strength of structural inflows supporting Indian markets. The first…
Global Growth Watch Raises Concerns For India’s Export Sectors
Global growth watch is turning cautious as post-G20 uncertainty and signs of slowing global demand prompt markets to recalibrate. For India’s export-heavy sectors, this weakening global demand could mean margin pressure, lower order inflows and tougher competition ahead. Short summary: As global markets factor in softer demand after the recent…
Banks operate normally on 25 November despite confusion over state holiday notifications
Banks open as usual on 25 November despite state holiday confusion in Delhi and Uttar Pradesh after conflicting circulars circulated online. The situation prompted early morning uncertainty for customers, but banking operations continued without interruption across both states. Short confusion but full banking operations continue The confusion began after state…
India’s solar-panel exports slump to yearly low under US tariff pressure
India’s solar-panel exports plunged to their lowest level this year in September 2025, as tighter US tariffs and increased scrutiny of supply chains constrained shipments. The drop signals rising headwinds for India’s solar manufacturing and export strategy. Sharp export decline reflects mounting US trade pressureIndia’s solar module exports in September…
India US trade deal remains quiet but energy and LPG flows rise
India US trade deal discussions remain quiet but rising energy flows and progress on a dedicated LPG supply pact indicate hidden momentum in the bilateral economic relationship. The signals suggest that strategic sectors are advancing even without a formal breakthrough in broader trade negotiations. Subtle progress behind a quiet trade…