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Delhi’s ₹3,000-cr Package: Drainage, Water, Health, Roads — What’s Launching

Sep 17–Oct 2 rollouts: drainage master plan, Okhla STP, Nand Nagri flyover, 101 Ayushman centres, 38 MRI & 150 dialysis units.

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Big Billion Days 2025: Dates, Biggest Deals & a Smart Shopper’s Playbook

Starts Sep 23: iPhone 16, Pixel 9, Galaxy S24. How to stack bank + exchange + UPI/EMI for the lowest net price.

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India’s 1-GW DC Race: Who Builds, Who Buys Compute?

Who’s building (AdaniConneX, Equinix, Nxtra), who buys (hyperscalers/AI), city odds (Vizag/Chennai/NCR).

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National DC Policy 2025: 6 Metrics to Track

Single-window clearances, firm RE PPAs, ESMA status, NBC code, CLS/ROW timelines.

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Urban Company IPO: Dates, Price Band, Financials — Should You Apply?

Sep 10–12 window, ₹98–₹103 band, ₹1,900 cr issue (₹472 cr fresh + ₹1,428 cr OFS)

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Vande Bharat Sleeper: Delhi–Patna First — Value vs Rajdhani

Timings (~11.5h), fare bands vs Rajdhani (+10–15%), berth math, route & halts

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UPI from Sep 15: ₹5L/Txn, ₹10L/Day — Categories, App Support & Guardrails

Verified-category P2M only: eligible MCCs, app-by-app day-1 readiness, bank sub-limits, and fraud guardrails—plus a copy-paste checklist.

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SEBI’s New Intraday Caps (Oct 1): Index Behavior, Broker Risk Engines & IV Structure

Entity-level caps of ₹5,000cr net and ₹10,000cr gross/side with random snapshots; how brokers throttle risk - what it means for expiry-day flow and implied vols.

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Rupee @ Record Low: Imports, EMIs, Holidays — A Quick Hedging Playbook

What INR weakness means for travel, tuition, SaaS & electronics—plus do-now moves and simple SME forward-ladder hedges.

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GST 2.0 from Sep 22: Two-Slab Regime — What Changes & Merchant Checklist

Two main slabs (5% & 18%) with 40% on sin/luxury; what shifts where, and a POS/ERP, invoicing & ITC readiness checklist.

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IndiaAI Compute: Who Gets the Next 3.8k GPUs? Onboarding, Quotas & Hurdles

Startup/academia onboarding flow, quotas & subsidies, power/cooling/data hurdles—and a copy-paste apply checklist.

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NISAR After Launch: Weekly Radar Eyes for Farm, Floods & Faults

Dual-band SAR for crop insurance, floods/landslides, groundwater & city planning—with quick links to early products.

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Starlink in India: Pricing Reality vs Rural Promise

Licence + IN-SPACe greenlight decoded—first coverage, kit/monthly scenarios, and how it stacks up to Jio/Airtel FWA.

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Dholera Fab, From PPT to Pipes: India’s First Chip Fab Supply-Chain Map

Groundworks, tool/chem suppliers, Assam OSAT linkage, hiring bar, and realistic tape-out timelines.

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GST 2-Slab Reset (5%/18% + 40% Sin): Winners/Losers & Pass-Through Cheat Sheet

FMCG, autos/EVs, insurance: who benefits, who doesn’t—and how much of the tax cut actually reaches prices.

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Rupee @ 88 Handle: Import Bill Reality & Hedging Playbook

USD spends, holiday budgets, EMIs: plan if USD/INR stays 87–90—quick tables and a practical hedge plan.

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Credit on UPI Goes Live(ish): Small-Ticket Credit, Risk Knobs & Who Wins First

Pre-sanctioned bank credit lines via UPI: how it works, KYC/consents, risk controls, and early winners.

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Inflation Trackers: CPI (Sep 12) & WPI (Sep 15) — What Base Effects Hide

Release watchlist, base-effect cheats, and quick scenarios.

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Apple’s India Manufacturing Push (iPhone 17 Cycle): Suppliers, Jobs, and the Real Value-Chain

Who assembles, who machines the enclosures, who supplies optics—and what it means for jobs & exports.

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Semicon Watch: Where Tata’s Dholera Fab & Micron Sanand Are Now

Milestones, hiring timelines, and how Gujarat’s chip corridor is shaping up.

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Tariff Heat Check: Sector Winners/Losers from US Tariff Hike

Textiles, engineering, IT services: who’s most vulnerable—and how to hedge.

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Brent + Weak INR: OMC Margins & Your Fuel Bill

Scenario bands & sensitivities: how crude × FX squeezes OMC margins—and what it means at the pump.

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Rupee @ Record Low: What It Means for Imports, EMIs, and Holidays

Record-low INR makes imports, gold, and USD-billed services costlier.

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GDP 7.8% in Q1 FY26: Real vs Nominal Story — why markets shrugged

Real 7.8% vs nominal 8.8% (soft deflator); services led, mining/utilities lagged.

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Gold & Silver at New Highs — Buy Smart Before the Festive Rush

Pre-festive buying checklist, budget bands, and how to lock-in rates.

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IPO Radar: What’s Opening in the Next 7–14 Days

Dates, price bands, quick blurbs — plus a simple 5-point ‘Should I apply?’ test (no P/E maths).

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SEBI’s Digital Accessibility Deadline: What Brokers/AMCs Should File by Sep 30

Quick compliance checklist, budgets, vendors, and penalties—plus template wording.

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Small Caps: Flow Frenzy vs. Liquidity Reality

Track retail SIPs, premium vs. history, regulatory tone, and risk signals to watch.

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Q1 FY26 GDP Beat: What Drove It—And Where It Shows Up in Earnings

Investment vs. consumption, sector standouts, and how this resets Oct–Dec expectations.

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RBI Sep 29–Oct 1: Cut Path vs. Inflation Path

Plan the runway into Q3: growth surprise vs. core disinflation; STCI, PSU bank, and duration implications.

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Street Read: Tariff Spills to Bank Credit — Delinquencies & Working-Capital Lines

Export-MSME stress watch: SMA creep, receivable slippages, and WC limit tightening—what banks/NBFCs are adjusting now.

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Tariff D-Day, Day-2/3: Who Blinked on Pricing?

Track exporter re-quotes after the 50% U.S. duty went live on Aug 27; map HS-code hit-list and re-routing chatter.

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Tariff D-Day, Day-2: Who Blinked?

Export desks re-price after the 50% U.S. tariff went live on Aug 27—map HS codes, track carve-out chatter, and watch RBI ops.

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Weekly Expiry Shuffle Goes Live Sep 1 — NSE Tuesdays, BSE Thursdays

Flow migration, market-maker risk (Greeks & funding), and the broker ops checklist to ship before Monday.

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Q1 FY26 GDP on Aug 29 — Growth Watch & Tariff Shock Channels

Preview the print (Reuters poll, consensus 6.7%); track MoSPI calendar; build a nowcast dashboard for capex/services.

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Tariff D-Day, Day-1: Stocks, Rupee & Exporters After 50% U.S. Duty Kicks In

What moved at the open, which HS codes hurt first, and RBI liquidity watch.

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Tariff D-Day: 50% U.S. Duty from Aug 27 — CFO Survival Kit

Sectors at risk, carve-outs to watch, rupee/curve checklist, and what RBI’s “ready to act” line means for liquidity.

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Resident Indians in FPIs + SWAGAT-FI: Opening the Foreign Window

How RI participation and a single-window for “trusted” FPIs/FVCIs could change flows—especially via GIFT City/IFSC schemes.

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Dream11 x BCCI: Jersey Deal on the Chopping Block After Online Gaming Law

Dream11’s ₹358 cr jersey deal with BCCI is ending after India’s new Online Gaming law banned real-money games and their advertising.

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RBI @ FIBAC: “Frontiers of Growth” → What This Signals for Liquidity, Tariffs & Cuts

At FIBAC 2025 in Mumbai, RBI’s Governor framed a ‘frontiers of growth’ stance—supporting liquidity while watching tariff risks.

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IA/RA Compliance Hack — Deposits via Liquid/Overnight MFs: Cashflow Relief, Risks & How-To

SEBI lets RA/IA deposits sit in liquid/overnight MFs—cashflow relief, risks, and a practical how-to.

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T+0 (Optional) & Pledge Extension: Two-Speed Retail Should Navigate

Same-day pledge/withdrawal basics, collateral haircuts, broker ops, and how funding costs shift for small investors.

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Closing Auction Comes to Dalal Street: How SEBI’s CAS Would Set the Close

SEBI proposes a closing auction for derivative stocks—phases, price bands, and who gains (ETFs, active funds, retail).

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Block Deals 2.0: ₹25 Cr Minimum, Tighter Bands & Full Delivery

New ₹25 cr floor, delivery-only settlement, and tighter pricing bands—what changes for promoters, PEs, and long-onlys.

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RBI’s 4% Target Review: Bonds, EMIs & Savers

RBI’s framework review—what keeping or tweaking 4% means for yields, EMIs & savers; scenarios and rules-of-thumb.

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Starlink + Aadhaar eKYC: Onboarding, Reach & Pricing Reality

UIDAI onboarded Starlink for Aadhaar auth/eKYC—onboarding flows, rural reach, and pricing/latency trade-offs.

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NSE Moves Expiry to Tuesday: Hedging & Liquidity 101

All NSE index & stock derivatives move from Thursday to Tuesday from Sep ’25—cut-over, instruments.

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SEBI Signals Longer Derivative Tenures: Winners, Losers & Liquidity

Policy signal to extend derivative tenures—implications for retail outcomes, broker/exchange P&L, and market depth.

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Crude Near $63: OMC Margins & India’s CAD Track

Softer crude, steady pump prices—OMC headroom, ₹/L sensitivities, and CAD scenarios.

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FASTag Annual Pass: ₹3,000 Highway Plan — Savings & Reality

Eligibility, activation, 200-crossing cap, and break-even math for real routes.

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GST Slab Reset: Demand Pulse & Sector Winners

Two-slab talk meets fiscal math—how cuts flow through prices, margins, and volumes.

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Peak Power Is Changing: SECI Hybrid & BESS Tariffs

Storage-backed hybrids are repricing the evening peak—contracts, tariffs, and winners.

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ONDC 2.0: Profit Pools, Not Pilots

Settlement, catalog standards, logistics arbitrage—and who actually makes money.

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SM REITs: Fractional Real Estate, Regulated

Ticket sizes, yield math, fees, liquidity, and risk.

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4 New Chip Projects Cleared: India’s 10-Project Pipeline, Real Timelines

Cabinet cleared four more units—here’s the fab vs. OSAT mix, locations, and realistic ramps.

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SEBI’s August Updates: What RA/IA Changes Mean for Fin-Creators & Finfluencers

Compliance deltas, copy-ready disclosure blocks, and monetisation guardrails you can use now.

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AI & Semiconductors: India’s Bid for the Next Compute Wave

Why India is pivoting from broad fab dreams to AI-specific silicon — and where the real margins will be made.

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India’s Carbon Credit Market: The Next Commodities Play?

How pricing, regulation, and corporate demand could turn India into a major carbon credit exporter.

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India’s AI Chip Play: From Import Reliance to Indigenous Silicon

From fabless startups to foundry dreams, India is building an AI chip ecosystem to cut import dependence.

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Private Credit in India: The $100B Shadow Banking Wave

As banks pull back, private lenders are filling the gap—but the opacity raises systemic risk questions.

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Credit on UPI: Rails, Risk, and Rupees — A Merchant-First Explainer

Pay-by-credit on UPI is moving from pilots to prime time. Here’s how economics shift for issuers, merchants, and PSPs.

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India’s Battery Storage Playbook: From 4-Hour Peakers to Round-the-Clock Renewables

BESS is shifting from pilots to procurement. Here’s a practical guide to costs, contracts, and use-cases that actually clear.

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Semiconductor Push: From Fab Dreams to Fab Reality

Policy incentives and supply-chain shifts are giving India’s chip ambitions a fresh shot.

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EV Supply Chain: Securing Batteries, Chips, and Charging Infrastructure

Three gigafactories are under construction, each with distinct chemistries—LFP.

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Steel: Hydrogen, Scrap, Smarter Energy

Expanding EAF capacity can deliver faster emission reductions when paired with clean power.

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Quantum Bet: Building Capacity for Next-Gen Compute

Cyber policy teams are planning for a “harvest now, decrypt later” world.

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Angel Tax Fallout: Cleantech Feels the Chill

India’s cleantech sector has been basking in attention.

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Snapdeal Is Back?

A name that once dominated early Indian e-commerce headlines is quietly trying to re-enter the game.

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