Market Disruptions
DeepSeek’s Funding Talks Could Create China’s Next AI Powerhouse
Investigative Special

DeepSeek’s Funding Talks Could Create China’s Next AI Powerhouse

DeepSeek’s reported fundraising talks signal more than a major capital raise — they reflect intensifying competition across global AI markets. As artificial intelligence becomes increasingly capital-intensive, access to infrastructure and long-term funding may define the next generation of industry leaders.

Read the Feature6 Min Read • Analysis by Nisha Omkumar

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Regulatory Friction
78.4↑

Elevated risk in EMEA fintech corridor.

Compliance Velocity
12.1%

Stalling across non-sovereign clouds.

VC Sentiment Index
42.9

Neutralizing after Q3 shakeup.

M&A Volatility
High

Pre-IPO consolidations intensifying.

Intelligence Feed

Global bond markets sold off sharply as investors reacted to persistent inflation and geopolitical uncertainty.
Funding

Global bond markets sold off sharply as investors reacted to persistent inflation and geopolitical uncertainty.

Global bond markets witnessed a sharp selloff on Friday as investors across major financial centers reacted to persistent inflation concerns and rising geopolitical tensions, sending government bond yields sharply higher.

25 days agoBy Shyam
The 11,000-Film Bridge to Beijing: Inside Eros International's Landmark iQIYI Content Deal—And the $1 Billion Library Sale That Could Redefine the Global Market for Indian Cinema
Magazine

The 11,000-Film Bridge to Beijing: Inside Eros International's Landmark iQIYI Content Deal—And the $1 Billion Library Sale That Could Redefine the Global Market for Indian Cinema

In September 2018, in a conference room in Mumbai, the executives of a company that had spent four decades building the world's largest library of Indian cinema signed a document that would, in retrospect, become the foundation of Bollywood's entire streaming strategy in China. Eros International—the distributor, producer, and streaming platform that owns or controls the rights to more than 11,000 Indian films spanning Hindi, Tamil, Telugu, Malayalam, and every other major language of the subcontinent—had just concluded a content-licensing agreement with iQIYI, the Baidu-owned streaming giant often described as the "Netflix of China." The deal, the companies announced, would make Eros Now "the first South Asian OTT player to make inroads into the Chinese digital space." iQIYI, which at the time claimed over 500 million monthly active users, would begin streaming titles from Eros's catalogue—from Shah Rukh Khan's Devdas to Salman Khan's Dabangg—to Chinese audiences who had demonstrated, through the theatrical success of films like Dangal (₹1,200 crore in China alone) and Secret Superstar, an extraordinary appetite for Indian cinema. The financial terms were not disclosed, but Eros International CEO Kishore Lulla told Reuters at the time that the company was "targeting about US$10 million in revenue in the first year through this deal."

13 days agoBy Revathy Pandian
The Cannes Disruption: How Punjabi, Malayalam, and Kannada Cinema Stormed the World's Most Prestigious Film Festival—Without a Single Palme d'Or Contender
Magazine

The Cannes Disruption: How Punjabi, Malayalam, and Kannada Cinema Stormed the World's Most Prestigious Film Festival—Without a Single Palme d'Or Contender

The 79th Cannes Film Festival closed its doors five days ago, and for the first time in recent memory, India did not send a single film to compete for the Palme d'Or. The official selection—curated by festival director Thierry Frémaux and his team—was dominated by Pedro Almodóvar, Asghar Farhadi, and James Gray. The Indian contingent that had, in previous years, carried the hopes of a billion-strong film industry into the Competition section was absent. And yet, by the time the final credits rolled on the Croisette, something remarkable had happened. India had sent its largest and most diverse delegation of regional-language films in the festival's history—Punjabi, Malayalam, Kannada, Gujarati, and Hindi projects spanning the Marché du Film, Critics' Week, La Cinef, Cannes Classics, and the official market—and had demonstrated, more convincingly than any Palme d'Or victory could have, that the future of Indian cinema on the global stage belongs not to Bollywood, but to the regions that Bollywood has spent decades treating as its commercial hinterlands.

13 days agoBy Revathy Pandian
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Cryptocurrency Markets Surge as Institutional Investors Double Down on Digital Assets

Cryptocurrency Markets Surge as Institutional Investors Double Down on Digital Assets

The global cryptocurrency market is witnessing another major rally as institutional investors pour billions into digital assets, signaling a powerful shift in how cryptocurrencies are viewed within traditional finance.

Arun Kumar • Content Writer
Pet Parents of Bharat: How D2C Pet Care Grew 300% in 2 Years

Pet Parents of Bharat: How D2C Pet Care Grew 300% in 2 Years

Indians are now feeding their dogs artisanal freeze-drawn raw food, buying them health insurance, and throwing them birthday parties with vegan cakes. The D2C pet care economy has grown 300% in two years, and it's no longer just a metro phenomenon. TIGI unpacks the $1 billion opportunity where fur babies are driving a consumption revolution.

Revathy Pandian • Author
The Return of the Indian Toy Story: How D2C Toy Brands Are Taking on Lego and Mattel

The Return of the Indian Toy Story: How D2C Toy Brands Are Taking on Lego and Mattel

A generation raised on plastic imports now craves something else—wooden Montessori toys, STEM puzzles, and eco-friendly play. In 2026, India's toy industry is projected to reach $2.5 billion, with a dozen homegrown D2C brands challenging global giants. TIGI unpacks the "Toy Story" reversal.

Revathy Pandian • Author