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An error occurred while saving the comment An error occurred while saving the comment New IT rules take effect today
The Information Technology (Intermediary Guidelines and Digital Media Ethics Code) Amendment Rules, 2026 officially took effect today, February 20, 2026. The new regulations primarily target the growing threat of deepfakes and misinformation by mandating that social media platforms—such as Meta, Google, and X—clearly and prominently label all AI-generated or "synthetically generated" content. Furthermore, the government has drastically shortened the window for content moderation: platforms are now legally required to remove or block access to flagged unlawful material within just 3 hours of receiving an order from a court or authorized government official, a sharp reduction from the previous 36-hour timeline. For sensitive cases, the deadline is even tighter at 2 hours. Platforms that fail to comply with these "zero-tolerance" measures risk losing their "safe harbor" protection, potentially exposing them to direct criminal and civil liability for the content they host.
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The dollar keeps hammering the rupee, and there's no end in sight. We've crossed 90, briefly touched highs near 92 in late January, and now hover around 90.18. The rupee has collapsed 6.16% over the last 12 months, bleeding value faster than any other Asian currency. This isn't a temporary dip anymore. This is a rout.
American interest rates are crushing India. Money is flooding out at an alarming pace. Nearly 3 billion dollars pulled out from Indian equities just in January alone, adding to the roughly 18 billion that fled last year. Foreign investors don't care about India's growth story when US Treasury bonds offer fat returns without the risk. The dollars are leaving, and they're not coming back.
India's import addiction is making things worse. Gold imports shot up 200% in October. India is hemorrhaging dollars on crude oil, electronics, gold – everything the country can't produce itself. Every shipment that arrives pushes the rupee down another notch. India earns less than it spends, and the gap keeps widening.
The Reserve Bank tries to intervene, selling dollars here and there to stop the freefall. But they know they can't fight this forever. They're just buying time, hoping global conditions shift. Meanwhile, exporters are celebrating their windfall profits while everyone else watches prices climb. Imported goods cost more. Fuel costs more. Everything tied to the dollar keeps getting expensive, and the rupee keeps sinking.
For more information visit: www.agssl.inAn error occurred while saving the comment After two decades of deadlocks, India and the EU sealed their landmark Free Trade Agreement on January 27, 2026—hailed as the "mother of all deals" by PM Modi and EU chief von der Leyen. This pact unlocks a colossal $27 trillion market for 2 billion people, slashing tariffs on 99.5% of goods and supercharging the existing $136 billion bilateral trade. India scores massive wins here. Zero duties on textiles, gems, leather, seafood, and footwear will storm Europe's $263 billion apparel market, potentially adding $4.5 billion in annual exports. Pharma, chemicals, and engineering gain prime access, with EU exports to India expected to double by 2032—while key sectors like dairy and autos stay somewhat shielded at first. But not everyone's cheering. Indian carmakers like Tata are sweating a 250,000-unit EU import quota at just 10% tariffs, down from 110%, threatening local turf. Liquor heavyweights—United Spirits, Radico—face a flood of cheaper European wine (from 150% to 30%) and spirits, already hitting shares hard. Profit scenario? GDP lifts 0.43% for India, jobs explode, supply chains shift from China amid US tariff woes—a bull run. Loss side? Fierce competition crushes SMEs, ratification stalls benefits. Still, it's a net strategic victory for growth. Ratification by mid-2026 will tell the tale.
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Isn't just an announcement—it's a symptom of how we've normalized breathing poison.
The Three-Tier Reality
Nursery to Class V: Fully online. No exceptions. The message is clear—we won't risk developing lungs when the AQI hits 400+.
Classes VI-XI: Hybrid model with "parental choice." Sounds empowering until you realize it transfers an impossible decision to families. How do you weigh your child's respiratory health against educational gaps? And not every home has the resources to make online learning work.
Classes X and XII: Physical classes continue because board exams apparently trump toxic air. Those "strict safety advisories" are doing heavy lifting when stepping outside means inhaling hazard.
The Bigger Picture Nobody's Saying
This isn't emergency protocol anymore—it's operational procedure. We've built detailed systems for managing a crisis instead of solving it. Delhi's children can't reliably access education without health trade-offs, and we're calling that adaptation.
Work-from-home mandates, vehicle bans, construction halts—each necessary measure hits the most vulnerable hardest. Daily wage workers lose income. Families without devices lose access. Meanwhile, we've normalized checking AQI like weather forecasts.
The Uncomfortable Truth
There's a generation growing up with education interrupted by COVID, then pollution, sometimes both. We're teaching kids resilience when we should be demanding accountability. The question isn't whether these closures are right—it's why we accept a reality where they're necessary at all.
The schools will reopen when the air clears. But when will we stop managing the smoke and start putting out the fire?
Clean air shouldn't be seasonal. Education shouldn't come with respiratory risk calculations. And our children's lungs shouldn't be the testing ground for how much adaptation is humanly possible.
Until we treat breathable air as a right, not a privilege, this will just keep happening—and we'll keep calling it normal.An error occurred while saving the comment India's tobacco industry is experiencing seismic shifts as the government rolls out a 40% GST on tobacco products starting February 1, 2026. For investors, this represents both a challenge and an opportunity to reassess portfolios.
The market's immediate response was unforgiving. ITC shares tumbled 9.7% to ₹364, marking the lowest point since April 2023. Godfrey Phillips followed suit with an 8% decline. Leading brokerage Jefferies downgraded ITC and reduced earnings forecasts by approximately 15%, signalling serious concerns about profitability.
The math is stark: companies need to implement 40% price increases to offset the tax burden. This creates a precarious balancing act between maintaining margins and retaining price-sensitive consumers. Higher cigarette prices could drive demand toward illicit markets, eroding legitimate market share.
However, there's a silver lining. This regulatory pressure accelerates tobacco companies' diversification strategies. ITC's non-cigarette businesses—hotels, FMCG, and agriculture—offer significant cushioning. From a societal perspective, reduced tobacco consumption aligns with public health goals.
For savvy investors, the key is patience. Near-term volatility is inevitable, but companies with strong diversification may emerge more resilient.An error occurred while saving the comment Budget Expectations: What Everyone's Actually Watching For
As Budget Day approaches, there's one thing everyone wants—growth, but without messing up the fiscal math. With global mess, inflation worries, and our own capex story going strong, people want stability and smart spending, not flashy giveaways.
Fiscal Discipline First
Markets expect the government to keep deficit targets intact. But there's room for smart spending—infrastructure, manufacturing—without spooking bond investors or rating agencies.
Capex Still King
Big hope is continued heavy allocation for roads, railways, defense, and renewables. Capex works—it pulls in private money and creates jobs. No one wants that slowing down.
Tax Relief, But Realistic
Don't expect big tax cuts. Maybe tweaked income slabs, higher standard deduction—small relief to boost spending. Businesses just want no shocks.
Manufacturing & MSME Push
Industry wants better PLI incentives, easier MSME credit, simpler rules, and faster GST refunds. Make it easier to do business.
Rural & Inflation Watch
Food prices are still jumpy. Expectations include agri support, better storage, and rural employment—boost demand without market chaos.
Green Push Continues
More money for renewables, EVs, green hydrogen, climate infrastructure—long-term bets on sustainability.
Market Mood: Steady Wins
Investors want predictable policy. No drama. Just credible reforms and long-term commitment.An error occurred while saving the comment Indian Rupee Crisis…
When Your ISD Code Becomes Your Exchange Rate: Rupee Hits ₹91
There's something almost poetic about the timing. India's rupee has slipped to ₹91 against the US dollar—yes, the same number as our international dialing code, +91. It's the kind of coincidence that makes you pause.But beyond the numerical quirk lies a serious economic development. For the first time in history, the Indian rupee has crossed the 91-mark, touching 91.07 per dollar.
What's Behind the Fall?
The rupee's decline isn't happening in isolation. Foreign investors have been pulling money out of Indian markets, spooked by uncertainties around international trade policies and the strengthening US dollar. When dollars leave the country, demand for rupees drops, and the currency weakens.The US Federal Reserve's stance on interest rates hasn't helped either. Higher rates in America make dollar assets more attractive, pulling investment away from emerging markets like India. Add concerns about India's trade deficit and rising crude oil prices, and you've got a perfect storm.
The Good and the Bad
A weaker rupee isn't entirely bad news. Indian exporters, particularly in IT services, textiles, and pharmaceuticals, suddenly find themselves more competitive in global markets. Software companies earning in foreign currency are breathing easier.But there's a catch. Imports become more expensive—everything from electronics to crude oil. Since India imports significant oil, this means higher fuel prices, which eventually show up in everyday goods. That dream vacation abroad or new laptop? They just got pricier.
What's Next?
The Reserve Bank of India has been intervening to prevent excessive volatility, but there's only so much they can do against broader global trends. Economists are divided on whether this is temporary or signals a longer trend.For now, when your country code becomes your exchange rate, it's definitely time to pay attention to the numbers.
An error occurred while saving the comment A. G. SHARES AND SECURITIES LIMITED
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An error occurred while saving the comment Silver On Fire :
The Explosive Rally of Silver Won't be Stopped
Silver is absolutely dominating the resistance levels, and the intelligent investors are definitely keeping an eye on it. Here is the real story behind this momentum.Industrial Demand Explosion
Solar energy is the one that has changed everything. A solar panel requires around 20 grams of silver for the purpose of conductivity. The yearly global installations have reached record levels, and China, the US, and Europe are very committed to the aggressive renewable energy target. Electric vehicles are also asking for silver—roughly 25-50 grams per EV which is still lower than the 15-28 grams used in traditional cars. The demand for silver varies enormously for 5G infrastructural rollout which is mainly for telecommunications equipment.Supply Crisis Building
The big mines in Mexico and Peru are "victims" of ore quality decline and production cost rise. The new mine development cycle is 10-15 years, thereby creating a supply gap that no one can quickly fill. The recycling industry is not able to meet the industrial consumption rates.Investment Tsunami
Central banks money printing is the main reason behind inflation fears. Silver is regarded as the protector of value in a tangible way. The historically average gold-to-silver ratio is 60:1, but recently it hit 80:1 which is an indicator of silver being undervalued. Retail and institutional investors are aware of this arbitrage opportunity.Medical and Tech Sectors
Silver's antimicrobial properties are making its application in medical devices and wound care unavoidable. Electronics manufacturers are not able to replace it - mobile phone, computer, and appliance industries require silver.This is no longer an assumption. It is simply the case of basic demand confronting restricted supply, with the movement of investment-finance being the accelerator.
AI ka UPI
Union IT Minister Ashwini Vaishnaw has unveiled a bold vision: "AI ka UPI." Just as the Unified Payments Interface (UPI) revolutionized digital payments and made them accessible to every street vendor, this initiative aims to democratize AI technology across Bharat.
Why this matters:
🔹 Inclusion: Moving AI from elite labs to the hands of farmers, students, and small businesses (MSMEs).
🔹 Open Ecosystem: Creating a shared infrastructure where developers can build localized solutions for Indian problems.
🔹 Sovereign AI: Building indigenous models trained on Indian data and languages.
India is no longer just a consumer of technology; we are becoming the global architects of the digital future! 🌟
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