Topical Update

Welcome to this week’s edition of TOPICAL WEDNESAY! Today, we will explore the business model of Lenskart Solutions, whose IPO is open for subscription from 31st Oct. Before we get started, we have an announcement to make. We are moving our blog to substack. We’re shifting to Substack to make your reading experience smoother. Same […]

Welcome to this week’s edition of TOPICAL WEDNESDAY. Today, we’re looking at the wild ride of Paytm, one of India’s biggest fintech stories. From a massive 83% stock drop after a highly anticipated IPO to a 283% recovery from the lows, Paytm’s journey has been full of highs, lows, and tough decisions. What started as

Welcome to this week’s edition of TOPICAL WEDNESDAY. Today, we examine India’s IT giant, Tata Consultancy Services (TCS), and its ₹55,000–₹60,000 crore ($6–7 billion) plan to build ~1 GW of sovereign, AI-ready data centre capacity in India. We also talk about what does it mean for TCS, shifting from its historically asset-light, services-led model and

Welcome to this week’s edition of TOPICAL WEDNESDAY. This time, we unearth the long, uncertain journey of Deccan Gold Mines, India’s first listed gold explorer now eyeing a long-awaited breakthrough as mining reforms finally catch up with its ambitions. India has always had a fascination with gold. From temples to households, the yellow metal isn’t

Welcome to this week’s edition of TOPICAL WEDNESDAY. This time, we dive into the looming face-off between Tata Sons and the Reserve Bank of India (RBI). What started as a regulatory framework for NBFCs has snowballed into a high-stakes standoff: should India’s most iconic holding company list publicly for the first time in its 150-year history, or can it find

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

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,

Welcome to this week’s edition of TOPICAL WEDNESDAY. This week, we look at the new Income Tax Bill which brings a major change to the taxation system. Every few decades a country rewrites the rules of money. India just did. The Income-Tax Act, 2025 replaces a 60‑year‑old code with something clearer, more digital, and harder

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

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