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 India Economy Pulse India Economy Pulse: June 2026 Growth Broad-Based. Stay Watchful. Manage Risks. India's economy continues to show broad-based momentum in June 2026, with industrial output surging, consumer demand picking up, and digital payments scaling new heights. Here's a deep dive into the key indicators shaping the nation's economic landscape — and the headwinds to watch. 🏭 Industrial & Consumer Demand: India's Twin Engines Surge India's economy in June 2026 demonstrates robust performance driven by a strong resurgence in both industrial output and consumer spending. The latest data reveals a significant 7.3% Year-on-Year (YoY) growth in the Index of Industrial Production (IIP), indicating that manufacturing capacity is being utilized efficiently and production lines are humming across various sectors. This sustained industrial momentum forms a critical backbone for broader economic expansion, reflecting healthy investment and demand within the econo...

India's Semiconductor Manufacturing in 2026–2030: PLI Impact, Global Standing, and AI-Era Policy Needs How India's PLI scheme is building semiconductor capacity, what it means for global supply chains, and what government must do next as AI demand reshapes the industry. 14 min read Modern semiconductor fab with Indian innovation flags and growth trajectory Semiconductors-Policy in India India's PLI scheme commits $10 billion to build semiconductor manufacturing capacity over 5 years, with TATA and Micron fab projects expected to deliver 1–2 million wafers monthly by 2027. By 2030, India could claim 2–3% of global semiconductor production - a major jump from today's <1%, though still far behind Taiwan and South Korea. Geopolitically, this matters: as supply chains de-risk away from Taiwan and China, India becomes a critical third hub for mature-node and memory-chip manufacturing. However, success hinges on three critical gaps the government must address. First...

Why crowds are almost always wrong: the data behind herd mentality and market cycles The crowd is a terrible investor. DALBAR data, SEBI studies, and a century of market cycles show why - and what it means for how we think. July 11, 2026 · 12 min read A crowd of grey silhouettes all moving in one direction, with a single teal figure standing still facing away - illustrating the lone dissenter against herd behaviour TL;DR The crowd is a poor investor - and we have 30 years of data to prove it. DALBAR's 2024 study shows the average equity investor trailed the S&P 500 by 848 basis points last year. SEBI's 2024 study shows 93% of Indian F&O traders lost money between FY22 and FY24. This isn't incompetence - it's the predictable result of how human psychology functions under social pressure. Understanding why crowds are systematically wrong is more useful than any specific investment thesis. The most dangerous consensus in a room is the one nobody questions...