India's markets are consolidating into duopolies, with two dominant players controlling nearly 90% of sectors like aviation, food delivery, and digital payments. This concentration, exemplified by IndiGo and Air India, shifts incentives from customer service to market management, potentially harming consumers and innovation. The government is now intervening to foster new competition.
Indias banking sector is recalibrating as asset quality improves and growth turns selective. PSU banks are regaining MSME and home loan share, unsecured lending is moderating, and secured retail drives stability. Analysts favour execution-led lenders like ICICI Bank and AU Small Finance Bank.
Indias real estate sector stayed resilient in 2025, led by premium housing and strong office demand. Whitelands Sudeep Bhatt says 2026 will see higher institutional inflows, rising REIT and fractional ownership adoption, focus on ESG assets, infrastructure-led growth corridors, and improving rental yields.
Coinbase CEO Brian Armstrong said a former customer service agent was arrested in India for involvement in a major data breach. Hackers bribed support staff to access user data, sought a $20 million ransom, and the incident could cost Coinbase up to $400 million.
US stocks are poised for a strong finish to 2025, nearing record highs. Despite recent tech sector jitters, the S&P 500 is on an impressive streak. Investors are keenly awaiting Fed minutes for clues on interest rate cuts and President Trump's Fed chair nomination, anticipating further market movements.
