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WCRCLeaders

Best Business Intelligence and Research in the Middle East

Daily intelligence briefings from the WCRC Business Intelligence Unit: the number, the source, and what a board should do about it.

Gulf coverage tracks energy, sovereign capital and the diversification programmes reshaping the region's corporate base.

On WCRC Leaders

India's 10-year yield hits 7.46% as reserves fall $64.7bn from peak

India's 10-year yield hits 7.46% as reserves fall $64.7bn from peak

India's foreign exchange reserves have fallen for six straight weeks, and the bill for defending the rupee is now showing up in the bond market. The government, states and companies all face higher borrowing costs going into the second half of the financial year.

Bank of Korea holds at 3.00% and keeps more hikes on the table

Bank of Korea holds at 3.00% and keeps more hikes on the table

Korea's central bank paused after two increases since July, but said it will decide "the timing and pace of further increases". With India and Indonesia also leaning tighter, Asia's cheap-money window is closing as oil bites.

India's core sector grows 7.9% in September despite the oil shock

India's core sector grows 7.9% in September despite the oil shock

India's nine core industries grew 7.9% in September 2026, up from 5.9% in August, as power, coal, iron ore and cement ran hot. The data says heavy industry is still building, even with wholesale inflation above 11% and the RBI tightening.

China's 4.5% growth runs on exports, and Asia's boards will feel it

China's 4.5% growth runs on exports, and Asia's boards will feel it

China's economy picked up speed in the third quarter, but almost all of the lift came from goods leaving the country. At home, investment is shrinking and shoppers are barely spending, which means more Chinese output is heading for markets in India, the Gulf and the rest of Asia.

Jio's IPO, China's GDP: the leaders' week ahead, 19 to 25 October

Jio's IPO, China's GDP: the leaders' week ahead, 19 to 25 October

Jio Platforms opens its public offer on Wednesday, a day after Indian markets shut for Dussehra. Around it sit China's third-quarter growth figures, a Bank Indonesia decision with the rupiah under pressure, and results from Tesla and Infosys. Here is the week, day by day, and why each date matters to boards in India, the Gulf and Asia.

India's $476bn half-year: electronics and the US outrun the Gulf shock

India's $476bn half-year: electronics and the US outrun the Gulf shock

India's total exports grew 10.99% in September, despite a renewed conflict in West Asia that pushed up crude prices. Electronics and the American market did the heavy lifting, while a services surplus of $102.71bn covered more than half of a widening goods deficit.

India's 11.39% wholesale inflation: the margin squeeze is here

India's 11.39% wholesale inflation: the margin squeeze is here

Factory-gate prices in India are rising more than twice as fast as shop prices. With fuel and power up 25.85% a year and the RBI now tightening, the cost of a crude oil shock has landed on corporate margins.

The AI trade economy: chips and servers now carry almost half of world trade growth

The AI trade economy: chips and servers now carry almost half of world trade growth

The World Trade Organization has doubled its 2026 goods-trade forecast, and the reason is artificial intelligence. Semiconductors, servers and other AI-enabling goods made up 47% of merchandise trade growth in the first half of the year.

The Consumer Gave You the Crown. A Creator Can Take It Away.

The Consumer Gave You the Crown. A Creator Can Take It Away.

Market leadership is not ownership. It is a continuing sequence of consumer choices — and the distance that once separated creators from consumers has collapsed. Why the most dangerous sentence in business is “we know our market”.

Apollo Hospitals: The Heartbeat of Indian Healthcare Innovation

Apollo Hospitals: The Heartbeat of Indian Healthcare Innovation

Apollo Hospitals: India's Most Powerful Brands Rank 48: More Than a Hospital Network — A National Movement in Modern Medicine

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