Capital Flight: Foreign Investors Exit Indian IT Amid “Agentic AI” Anxiety
MUMBAI / SINGAPORE — The Indian technology sector is facing a “structural re-evaluation” as Foreign Institutional Investors (FIIs) accelerate their retreat from the country’s premier software exporters. In a swift February exodus, global funds have pulled approximately ₹11,000 crore ($1.3 billion) out of Indian IT stocks, triggered by fears that the next generation of Artificial Intelligence—specifically Agentic AI—will render traditional …
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Big Tech vs Big Pharma 2026: Who Owns Healthcare Data and AI Diagnosis?
Key highlights First, a reality check: “ownership” is the wrong word In 2026, the real contest isn’t about who owns health data like property. It’s about who controls: WHO guidance on ethics and governance makes the point that AI in health raises risks around transparency, accountability, bias, safety, and human oversight—issues that force governance into the product itself. World Health Organization+1 The Big …
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Economic Survey 2025–26: Release Date Watch, What It Contains, and How to Read It Before the Union Budget
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admin
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January 26, 2026
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Capital Journal
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Key highlights If you only read one government document before the Budget, make it the Economic Survey. It’s where the state tells you, in its own language, what’s working, what’s broken, and what it’s willing to bet on next. The Economic Survey is hosted on the official India Budget portal and carries the government’s authorship and framing. India Budget+1 And we have …
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Higher GST ≠ Automatic Prosperity: A 2026 Guide to Inflation, Compliance, Base Effects, and Seasonality
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January 10, 2026
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Capital Journal
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Key highlights If 2026 is going to be noisy, one narrative will dominate: “collections are up, therefore everyone is doing better.” That leap is emotionally satisfying—and analytically weak. Yes, October 2025 gross GST collections were ₹1,95,936 crore, higher than the previous year’s October figure, and the official note frames it as consistent with sustained festive demand. Press Information Bureau+1 But prosperity is not …
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CFPI Explained: The One Index That Shapes Public Mood Faster Than Any GDP Number
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January 10, 2026
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Capital Journal, Knowledge
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Key highlights If CPI is the official headline, CFPI is the lived headline. The Consumer Food Price Index exists because food is not just another category—it is the most frequent purchase cycle for most households, and the quickest trigger for public perception of inflation. MoSPI surfaces CFPI alongside CPI precisely for this reason: it isolates the kitchen from the rest …
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Pre-Budget Consultations 2026: Industry vs Trade Unions, and the Real Negotiation
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January 10, 2026
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Capital Journal
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Key highlights If you want to understand the Budget before it’s announced, ignore the noise and watch the consultations. The clean, verified data point for readers right now: the Ministry of Finance is officially inviting public inputs for Union Budget 2026–27 with a deadline of January 16, 2026. MyGov.in Now the bigger story: industry bodies typically push for competitiveness—lower compliance friction, predictable tax regimes, …
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UK 2026: Post-Brexit trade reality and the City of London’s next bet
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admin
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January 6, 2026
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Capital Journal, World
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Key highlights Post-Brexit trade reality in 2026: the unromantic bitBy 2026, the UK’s trade debate is basically: how much friction is priced in, and who adapts fastest. The UK government’s “UK trade in numbers” and ONS trade releases are the clean way to see direction without opinion layers. GOV.UK+1 Does CPTPP change everything?CPTPP membership expands options and rules-of-origin pathways—useful, especially for specific …
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Manufacturing and supply chains: what the Survey’s framing suggests for 2026 competitiveness narratives
Key highlights The Survey’s industry chapter is both flattering and unforgiving. It admits India has improved its global presence—but also states the gap bluntly: India holds 2.8% of global share in manufacturing, compared to China’s 28.8%. India BudgetThat single comparison is a 2026 narrative in itself: opportunity is large, but the hill is steep. The chapter also reminds readers that supply chains are not …
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January 2026 Reality Check: What the Festive GST Spike Still Tells Us (and What It Never Could)
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January 1, 2026
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Capital Journal, Economy
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Key highlights January 2026 is when the festive hangover turns into financial discipline. That’s exactly why October’s GST number still matters now: not as a victory lap, but as a baseline for what “normal demand” might look like when the calendar resets. The official release for October 2025 puts the topline cleanly: ₹1,95,936 crore in gross GST collections, a 4.6% year-on-year increase. Press Information Bureau+1 It …
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Base-Year Revision: The Statistical Earthquake India Is Walking Into in 2026
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January 1, 2026
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Capital Journal, India
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Key highlights Base-year revisions sound technical, but they are quietly transformative. They decide how the country measures itself. In late 2025, MoSPI convened consultative workshops specifically focused on revising the base years for GDP, CPI, and IIP—an institutional signal that India wants its macro lens to reflect newer consumption and production realities. Press Information Bureau+1 What makes this particularly newsworthy is …
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