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INSIGHTS
Our latest thinking on the issues that matter most in Finance, Business and Strategy


The Retention Gap
India's gross FDI reached a 15-year high of $30.7 billion in April–June 2026, but $22.8 billion flowed back out, leaving net FDI of $7.8 billion. Plus PhonePe's UAE approval.


The Stability Edge
India ranked first of 41 markets in the Global Business Climate Survey 2026. Plus Fujifilm's ₹800 crore Tata Electronics partnership and NSE's ₹6,746 crore anchor book.


Still Baa3
Moody's raised India's FY27 growth forecast to 7% from 6% after 8.2% growth in H1 2026, while keeping the Baa3 sovereign rating. Plus Protean's CKYC launch.


The Import Spiral
India's crude oil import dependence rose to a record 88.7% in 2025-26 as domestic output fell to 28 MMT. What it means for energy policy and operators. Plus funding rounds.
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