The Ken
Daybreak
Business news is complex and overwhelming. It doesn’t have to be. Every day of the week, from Monday to Friday, Daybreak tells one business story that’s significant, simple and powerful. Hosted from The Ken’s newsroom by Snigdha Sharma and Rachel Varghese, Daybreak relies on years of original reporting and analysis by some of India’s most experienced and talented business journalists.
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7.8% growth. So why doesn't India feel richer? 15.09.2026 12:33
In February this year, India announced a sweeping overhaul of how it calculates GDP, fixing a measurement system the IMF had flagged as outdated just last November. It includes a new base year, better price data, and a wider net to count the informal economy. The number seems to be getting closer to reality. But that raises a harder question. For a country that has built its global identity around...
Your kids might be looting your bank account in the guise of gaming 14.09.2026 12:06
Kids all over India are spending real money inside mobile games. And most of the time, they slip by the notice of the adults, until the bill or bank alert eventually arrives. Most of them are using their grandparent's or some other relative's phone, where UPI pins are usually already saved, and they're not watching so closely. In fact, Delhi's cybercrime cell has seen a rise in "fraud" complaints...
India's data law has HDFC Bank, Amazon, Paytm, and others shopping for consent 13.09.2026 12:15
India’s new data protection law is reshaping how companies talk to customers on WhatsApp. Messages that once felt routine now carry legal weight and are tied to consent, security, and user rights. Since the Digital Personal Data Protection Act became operational, businesses have begun reworking how they collect and manage personal data. That shift has created a fast-growing market for compliance t...
This week in AI: activist robots, doom-laden researchers — so who's the good guy? 10.09.2026 12:57
This week, a 27-year-old researcher quit Anthropic warning AI could "kill us all," and the company's own safety lead agreed. Meanwhile, OpenAI says it cracked a 200-year-old math problem — then got accused of muscling a rival's name off the credit. Also, the AI lab with a supposed conscience got caught building a watchlist of AI critics that files activism next to terrorism. And in Poland's Warsaw...
India has more tourists than ever. So why is tourism in trouble? 09.09.2026 15:35
India's foreign tourist arrivals slipped by about 8% from the year before to about 9 million in 2025, and a wave of recent reporting has finally made it a talking point. If you take out the business travellers and the diaspora visiting family, the number who came just to holiday in India may be closer to 3 million. And yet Indians have never travelled their own country more. Domestic trips have c...
The Government sold Air India to escape its problems. The fix is to buy back in 09.09.2026 18:10
In 1967, Air India paid Salvador Dalí for a custom ashtray with a live baby elephant, flown all the way to Spain. (Yes, really! Here's the proof .) That was the airline. Flush with money, just about 14 years into nationalisation. Today, it's asking its owners for $1.5 billion after its biggest loss ever, at more than 2 billion dollars. Privatisation was supposed to fix Air India. Three years o...
Nykaa cracked fashion at last. Myntra sees no reason to panic 07.09.2026 8:37
After years of struggling to grow, Nykaa Fashion has finally found its footing. The past year brought a real resurgence. For a long time, the platform bet on building its own private-label brands, even pushing hard into ethnic wear. It leaned on discounts and backed small, up-and-coming labels. None of it delivered the growth it was chasing. So Nykaa Fashion changed course. That new strategy is...
Rapido broke the ride-hailing duopoly. Now it's coming for Zomato and Swiggy 06.09.2026 14:49
For over a year, India's restaurant association couldn't get Swiggy to return its calls. Then Rapido launched a food delivery app that charges restaurants zero commission — and Swiggy sent fifteen people to Bengaluru for an urgent meeting within days. The restaurants have a real grievance. On Swiggy and Zomato, commissions, ads, and discounts can eat up nearly a third of every order. On Rapido's p...
India's call centres are using AI to make agents sound American 03.09.2026 23:23
When you call an Indian call centre these days, the person answering might sound American — even if they've never left India. A new kind of AI can change an agent's accent in real time, mid-call, to sound more familiar to the customer. It's meant to build trust and cut hiring costs. But the same software that smooths out an accent often smooths away everything else too — laughter, tone, the small...
Meta's $18 billion child-safety settlement has India looking for the wrong answer 02.09.2026 10:27
Last week, Meta agreed to pay up to $18 billion to settle American lawsuits over how Instagram and Facebook treat children. The app will now be rebuilt around American teenagers, from a daily time limit to an overnight curfew. But none of it is coming to India, the single biggest market Meta has anywhere in the world. So every op-ed page has been asking the obvious question. If Meta can protect a...
India got cheap Ozempic. No one knows how to sell it 01.09.2026 19:43
Ozempic went off-patent in India this year, and everyone from Novo Nordisk to Nestlé has rushed in expecting a billion-dollar market. Instead, growth has already stalled, and the reason isn't price. It's culture. While Hollywood joked about Ozempic on late-night TV and Serena Williams advertised a GLP-1 program for a tele-health platform at the Super Bowl, not a single Indian celebrity has admitte...
A worker-owned Uber is India's fix for its ever-expanding gig workforce 31.08.2026 9:11
Union Home and Cooperation Minister Amit Shah launched Bharat Taxi, a government-backed, driver-owned ride-hailing service built to take on private players like Ola and Uber. It runs as a cooperative so the drivers own it. And when it profits, they keep 80% of the money. Nearly 800,000 have already signed up. It is the government's boldest bid yet to pull gig workers out of a precarious market and...
The best savings product your bank offers is the one it advertises less 30.08.2026 12:15
At least 44% of Indians have their money sitting in savings accounts. These accounts earn only about a fraction of what a fixed deposit pays. But even though FDs earn more, the payoff is that you have to lock away your money for longer, and pay a penalty if you break the account prematurely. But did you know there's a product built to solve this exactly? It's called a Flexi-FD, and it promises FD-...
The great Indian sugar trap: how a decade of surplus left India with nothing to spare 27.08.2026 11:41
India is importing sugar for the first time in nearly a decade — a million tonnes, duty-free — to cool prices before the festive season. Four years ago, it exported a record 11 million tonnes. Retail prices are up around 40% from last year. In Odisha, a kilo crossed ₹67. The government has capped stocks, halted exports and ordered mills to declare their sales. Production came in about 11% below fo...
Welcome to the 'brain gym': DIY neurotech is now in India, no prescription required 26.08.2026 14:10
For decades, sending an electric current into the brain meant a hospital, a doctor, and a diagnosis. A Bengaluru startup called Mave Health wants to move it into your daily routine. Its Rs 30,000 headset uses tDCS, a low current to the prefrontal cortex, to ease stress before it builds. The technology is decades old and well-evidenced. What's new is who controls it. Mave sells directly to consumer...
Banks are being asked to become “cool” for Gen Z. Their problem isn't branding 25.08.2026 19:29
India's finance minister wants public sector banks to get "cool" for Gen Z. With yoga vouchers, youth kiosks, awareness campaigns. But the numbers tell a different story. PSBs are losing young Indians as both depositors and borrowers, while, at the same time, fintech lenders capture 57% of India's small-ticket loan market. Some, even at interest rates as high as 600%. On this episode, host Rachel...
Ten minutes to your door, no minutes to clean 24.08.2026 9:28
Tukaram Mundhe, Maharashtra's food-safety chief, has gone viral this month for shutting famous restaurants and even noticing Shah Rukh Khan over an ad . Earlier this month his inspectors inspected around a dozen dark-store belonging to Blinkit, Zepto and Instamart. He isn't alone. On 22 August, a separate regulator in Telangana raided the dark stores behind grocery apps in Hyderabad, shutting four...
India trains more ethical hackers than anywhere else. It just can't give them a reason to stay 23.08.2026 14:13
When Nisarga Adhikary found critical flaws in CBSE's exam portal, the board denied it. So he broke back in, filmed it, and left anime videos running on their servers. IIT Kanpur hired him the same week it launched India's first undergraduate cybersecurity degree — one that recruits through hackathons and sends students to work at government security agencies for two of the four years. India produc...
India's $60 billion data-center bet, and the jobs it won't actually create 20.08.2026 20:55
Every Indian state wants to be the country's data-centre capital. Gujarat, Andhra Pradesh, Maharashtra. They're all handing out land, power, decades of tax breaks, all chasing the same promise: jobs. The Ken reporters Inderpal Singh and Mrunmayee Kulkarni ran the numbers on what the jobs actually cost. And the math does not hold up. On this episode of Daybreak, we go inside what's causing the data...
Why Tata 1mg thinks speed is the wrong bet in pharma 19.08.2026 11:42
Tata 1mg just reported revenue of nearly 3,000 crore rupees for the last financial year, roughly ten times what it earned when Tata took control, and it is turning a profit while much of the sector bleeds cash. In an e-pharmacy market obsessed with 10-minute delivery and deep discounts, 1mg won by doing the opposite. It capped its discounts and built its own labs and supply chain, and it treats fa...
India cracked the code on microdramas. It also cracked the timer 19.08.2026 24:30
China's microdrama industry took nearly eight years — and real government money — to reach the point where regulators had to step in over AI-flooded, quality-degraded content. India's biggest platforms don't have eight years. They're building AI into production from day one, racing to scale catalogues before fatigue sets in. Host Rachel Varghese, gets into why JioHotstar, ShareChat, and Kuku TV ar...
The more AI can do your job, the safer it may be 17.08.2026 16:17
India built its IT industry on millions of coders doing exactly the work generative AI now does in seconds. So everyone knew who would feel the pressure first. The data refuses to cooperate. A survey of 1,552 tech professionals by the app Blind last week found the engineers, the ones everyone expects AI to replace, are the least worried of anyone surveyed. And an ICRIER study of 651 firms found th...
LLMs are the new pied pipers of the stock market 16.08.2026 11:59
An HSBC survey found that 86% of affluent Indian investors are now using AI in their trading. That's the highest share of any country surveyed, above China, Singapore, and the US. Nearly half say AI tools are their primary source of investment ideas. Most of them are using the same two or three chatbots. And a growing body of academic research has found that when millions of investors ask the same...
India banned Chinese drones. Army, CRPF, and BSF can’t stop using them 13.08.2026 8:45
India has been talking about drones a lot lately, from Operation Sindoor to the government's $2 billion plan for combat drones. But long before that, in the forests of Chhattisgarh, security forces had already settled on the drone they trusted most. It is Chinese, made by a company called Da-Jiang Innovations, or DJI, and the government banned it years ago. So why do India's soldiers keep reaching...
Anthropic just made Claude-assisted content traceable. Not everyone is happy 12.08.2026 9:56
Earlier this week, Anthropic began stamping an invisible watermark into the text and images Claude generates. The move came in order to comply with the EU AI Act but it will be switched on worldwide. It is the thing teachers, editors, and hiring managers had been demanding for years — a way to finally tell human work from machine. Within hours, many people who pay for Claude were in revolt, callin...
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