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DreamFolks’ Hard Pivot: When Your Core Customer Walks Away

Welcome to this week’s edition of TOPICAL WEDNESDAY. This time, we examine the abrupt collapse of India’s lounge aggregation leader. DreamFolks, once the go-to gateway for card-linked lounge access, saw its dominance unravel within days as airports and operators shut it out. From market darling to survival mode, the company is now racing to prove […]

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Ethanol Blending in India: Good Policy, Bad Execution?

E20s early arrival and the backlash it sparked Welcome to this week’s edition of TOPICAL WEDNESDAY. This time, we unpack India’s ethanol blending story. What was meant to be a clean energy milestone—hitting the E20 target five years ahead of schedule—has instead sparked a wave of public uproar. Drivers are reporting mileage drops, engine concerns,

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When the Cashless Isn’t Really Cashless: The Bajaj Allianz Episode, And What It Says About India’s Health Insurance Tussle

Welcome to this week’s edition of TOPICAL WEDNESDAY. This week, we look at the cashless stand-off between AHPI and Bajaj Allianz, why it happened, and what it tells us about the hospital and insurer trust gap in India. On 22 August 2025, India’s largest hospital collective told its members to stop cashless treatment for one

When the Cashless Isn’t Really Cashless: The Bajaj Allianz Episode, And What It Says About India’s Health Insurance Tussle Read More »

When the Games Goes Offline: India’s Real-Money Gambling Ban Explained

Welcome to this week’s edition of TOPICAL WEDNESDAY. This week, we look at a recent regulatory decision that brought India’s real-money gaming sector to an abrupt halt. If you missed our earlier edition on the rise of fantasy sports in India, where we unpacked the skill vs luck debate and how platforms makes money, you

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BESS Part 3 – Who Pays for BESS? and How it Makes Money?

Economic Sense for Owning a BESS and the Global Momentum around it Today Welcome to the third edition of our BESS newsletter series. In our last edition, we explored how a Battery Energy Storage System works, its core components, associated costs, and physical setup. From lithium-ion cells neatly packed into modules and racks, power conversion

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Market Movers: The Q1 FY26 Overachievers

Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we highlight companies that showed strong growth in Q1 FY26 and positive forward-looking outlook. We’re now completed Q1 FY26 earnings season, and majorly all companies have reported their results. Overall, this result season was more or less in line with previous quarter results. While broader market sentiment

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