The RBI repo rate currently sits at 5.25% — the lowest it has been in years. Home loan rates moved to 8.10%, and India’s largest banks are actively competing for the home-loan customer. The Jan-Mar 2026 quarter is being called one of the most favourable borrowing environments for home buyers.
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The year-end numbers are in. India’s residential property market across the top 8 cities showed an 11% overall sales volume decline in 2025 — but here is the number that matters more: the value of homes above ₹1 crore now accounts for nearly half of all residential sales.
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On New Year’s Eve 2025, Blinkit and Zomato together delivered a record 7.5 million orders in a single day — serving 6.3 million customers across India. That is not a statistic about food delivery.
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On 1 February 2026, FM Nirmala Sitharaman presented her ninth Union Budget — where individuals earning up to ₹12 lakh pay zero tax, and salaried employees earning up to ₹12.75 lakh pay nothing — was retained in full.
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The Open Network for Digital Commerce continues to grow — seller onboarding is accelerating, GMV is climbing, and the government’s intent to democratise digital commerce is becoming operationally real.
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December data from Indian manufacturing doesn’t point to a production crisis. It points to a clarity gap.
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December extended a pattern Amazon itself has been signalling all year: record visits, broader category exploration, but shorter attention windows.
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For the last three years, we were told the office was dying. Turns out, it was just relocating — quietly, decisively, and at scale.
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Indian e-commerce has always been dynamic. But in 2025, the ground beneath it is shifting in a way that is structural, not seasonal.
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Piyush Pandey, the man who gave this industry its accent — who moved Indian advertising away from borrowed Western tonality and grounded it in our culture, our humour, and our emotional truth — passed away at 70.
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