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Consumption took centre stage, while some sectors got more attention than others. But Nirmala Sitharaman’s budget failed to enthuse the markets.

The central bank’s shift to a 100% collateral requirement threatens to erode leverage, reduce volumes and force a consolidation across prop desks.
The Bengaluru-based startup has expanded into EV retrofitting and lending after trying to make it as a pure-play charging company. Can it find any takers this time around?
The country’s woefully inadequate efforts to reduce its reliance on lithium imports could spoil its EV party.