Democrats have taken both chambers of Congress, but the sharpest US levers over India still sit with the White House. The relief shows up fast in markets and oil, and slowly or not at all in tariffs, sanctions and visas.
Urban spending is forecast to dip 6% even as traders project record sales. The gap suggests higher prices, not higher volumes, are doing much of the work.
The Power Brief | 5 November 2026 | Energy infrastructure, US midterms, India’s services economy and pharmaceutical regulation
The Power Brief | 4 November 2026 | Urban infrastructure, telecom regulation, drug safety and maritime security
The Power Brief | 3 November 2026 | Naval procurement, manufacturing activity, renewable energy and rural governance
The Power Brief | 2 November 2026 | GST revenue, electoral rolls, aviation regulation and Digi Yatra
The Power Brief | 31 October 2026 | Rupee and reserves, GST changes, digital fraud safeguards and a narrow market rally
The Power Brief | 30 October 2026 | Market disclosure, sports goods, shares and cyclone recovery
The Power Brief | 29 October 2026 | Containers, panchayats, cyclone recovery and diplomacy
The Power Brief | 28 October 2026 | Flex fuel, toll passes, BRICS and Cyclone Arnab
The Power Brief | 27 October 2026 | Cyclone Arnab, defence procurement, exports and business data
The Power Brief | 26 October 2026 | AI infrastructure, RBI resilience, Europe and BRICS
The Power Brief | 24 October 2026 | Jobs data, steel demand, engineering exports and Europe
The Power Brief | 23 October 2026 | Energy, GST and local governance
The Power Brief | 22 October 2026 | Monetary policy, industry, air quality and trade
The Power Brief | 21 October 2026 | Trade diplomacy, energy, markets and rural employment
