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India
Everything Briefed has filed against India, most recent first.
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Tata Sons chairman won't seek a third termN Chandrasekaran has told the board he will not pursue reappointment as Tata Sons chairman when his term ends in February 2027, ending a months-long deadlock in which four of six directors backed a…India's new closing auction is scaring away the traders it needs mostSEBI's 20-minute Closing Auction Session, live since 3 August for stocks with derivatives contracts, was built to fix a $5.2 trillion market's messy old close. High-frequency traders have largely s…India's protest movement is entering its harder phaseThe initial wave of demonstrations has passed its peak visibility, and the question now is whether organisers can sustain pressure without the momentum of a single triggering event to rally around.…India's silver imports collapse under new licensing rules, and gold is the quiet winnerNew licensing requirements have slammed the brakes on India's silver imports, one of the world's largest physical silver markets, at the same time gold is holding its gains as investors hedge again…The rupee's rebound story just got run over by an oil price it can't hedgeIndia imports roughly 85% of its crude, so every dollar Brent adds to the barrel price is a direct hit to the current account that no amount of portfolio inflow enthusiasm can offset. Traders had b…India's large caps look cheap because everyone already sold themA stock only rebounds on foreign flows if foreigners already left, and that's precisely the setup in Indian large caps right now. Beaten-down blue chips are being positioned for a rebound as foreig…Noel Tata on making fashion a major Tata businessNoel Tata, who took the Tata Group chair following Ratan Tata's death, is speaking publicly about the conglomerate's fashion expansion, one of the less-noticed diversifications inside a group bette…Kunal Shah takes the controls at WhatsApp with a fintech playbook in his pocketKunal Shah founding CRED, which turned credit card bill payments into a premium loyalty platform for India's affluent, is a specific preparation for running WhatsApp in a market where payments, com…India's EV sales are up 30% since the Gulf crisis. The structural shift is now self-reinforcing.A 50-60% oil price spike was, it turns out, all India needed to tip its EV market into a new gear. The Financial Times reports EV sales up as much as 30% since the Hormuz crisis began, with the sur…India just banned Telegram for a week. The 150 million users who noticed are mostly on VPNs now.India's Ministry of Electronics and Information Technology invoked Section 69A of the IT Act on June 16 to impose a nationwide Telegram block through June 22, citing organised cheating rackets sell…India's bond rally has stalled. The RBI is the reason the short end is now vulnerable.India's government bond market has spent the last several months repricing the limits of RBI support. The 10-year yield spread over the policy repo rate reached a two-year high after the RBI's June…India share sale wave signals equity markets reopeningMultiple large shareholders are preparing roughly $6 billion in secondary offerings, marking one of the largest waves in recent years as valuations recover enough for major monetisation.Mumbai's BMC plans near-$1bn municipal bond debutIndia's wealthiest civic body is preparing to tap capital markets for the first time with a ₹95 billion ($992 million) municipal bond program, potentially the largest local authority debt issuance …Indian bond investors tap soaring swap rates to juice returnsIndian debt fund managers are layering interest rate swaps over bond portfolios as swap rates hit multi-year highs above comparable government bond yields. Five-year swaps are trading around 6.58% …BofA sees foreign exodus from Indian stocks extending into 2027Better earnings growth and cheaper valuations in Taiwan and Korea's AI winners are pulling foreign money away from India for potentially two consecutive years. BofA cut its Nifty 50 earnings foreca…India scrambles to stem oil shock damageOil at $115+ per barrel is hammering India's currency and equity markets as foreign investors pull billions from Indian assets. The rupee hit a record low of ₹93.41 per dollar while the Nifty 50 dr…SEC settles Adani case as enforcement pressure easesThe SEC agreed to settle its civil fraud case against Gautam Adani over alleged concealment of a bribery scheme tied to a $750 million 2021 bond offering. Adani had argued the case lacked US jurisd…Private equity retreats from India's billion-dollar dealsIndia's PE market has split in two: record deal volume but collapsing values as sponsors balk at seller prices. Q1 2026 saw 415 PE deals worth $9.1 billion, down 34% in value despite near-record tr…S&P upgrades India as foreign outflow fears prove overblownIndia just earned its first sovereign rating upgrade in 18 years, rising to BBB from BBB-. S&P cited resilient domestic demand that makes foreign outflows and US tariff threats largely irrelevant f…Adani's $100bn AI bet turns India into infrastructure battlegroundGautam Adani is building the world's largest renewable-powered AI infrastructure network. His $100 billion commitment targets 5 GW of data centers by 2035, powered entirely by the Khavda project's …Modi's margin shrinks as BJP loses Ayodhya temple seatNarendra Modi's BJP secured just 240 seats, falling 63 short of its 2019 tally and forcing coalition dependence for the first time in a decade. The party conceded defeat in Ayodhya, site of the Ram…India claims AI breakthrough with 'frugal' models beating ChatGPTSarvam AI's CEO Pratyush Kumar told the government's AI summit this week that India built competitive models at a fraction of typical costs, outperforming Google Gemini and OpenAI's ChatGPT. The co…Indians overtake British as Australia's top migrant groupIndia now supplies 916,300 Australian residents, representing 10.7% of the overseas-born population and doubling from 2014 levels. Permanent visa grants to Indians hit 49,848 in 2023-24, primarily …Tiger Global-backed Spinny prepares Mumbai IPO as used-car startups chase $1bn pipelineIndia's used-car market is about to test public investors' appetite for inventory-heavy business models. Spinny has engaged investment banks for a Mumbai listing, joining peers CARS24 and CarDekho …India forces banks to report offshore rupee tradesThe Reserve Bank of India will enforce a mandate requiring banks to report offshore rupee derivative trades despite industry resistance, targeting at least 70 percent of transactions starting Febru…Modi stakes prestige on state poll amid voter roll controversyModi's political capital rides on a key state election as voter registration disputes threaten BJP control.EQT closes record $15.6bn Asia private equity fundSwedish private equity giant EQT raised $15.6 billion for its Asia fund, the largest regional PE vehicle on record. The fund targets mid-market buyouts across Southeast Asia and India, betting on c…Indian officials warn Iran war oil shock could match Covid disruptionSenior Indian government officials privately estimate a full Iran conflict could push oil to $150 per barrel, matching the economic disruption of Covid lockdowns. India imports 85 percent of its cr…Modi's Iran war handling tested in key state pollsAssembly elections in four Indian states are testing PM Modi's foreign policy credentials as the rupee fell 4% following the February US-Israeli bombing campaign against Iran, compounding a 5% decl…Iran charges $2m for Hormuz 'safe passage'Iran established a de facto shipping corridor through territorial waters near Larak Island, with one tanker operator reportedly paying $2 million for IRGC transit approval. Nine ships have used the…India's 7% growth story hits Middle East oil reality checkIndia's economy faces its biggest external shock in years as the Iran conflict exposes dangerous energy dependencies, with 85% of crude imports and over half from the Middle East now at risk. Goldm…India scrambles for fertiliser as war hits Gulf suppliesIndian Potash Limited issued a tender for 2.5 million tonnes of urea as Middle East conflict disrupts supplies ahead of monsoon planting season. At least 21 vessels carrying 919,000 tonnes of urea …