📱 Apple’s first foldable iPhone

Good morning. It’s a good day - let’s go after it 💪 

Ruchirr Sharma & Shatakshi Sharmaa  

TABLE OF CONTENTS

• 📱 Apple’s first foldable iPhone might have a Samsung heart

• 🏨 Nestlé’s big bite into India

• Bite-sized summaries

  • 🚗 Tata Motors backs Freight Tiger 

  • 📈 RBI rate outlook

• 🧑‍🍳 What else is cookin’?

TECHNOLOGY

📱 Apple’s first foldable iPhone might have a Samsung heart

After years of “when will Apple do it?” chatter, the foldable iPhone may finally be around the corner—and the screens could come straight from its biggest rival.

Samsung Display president Lee Chong confirmed that production of 8.6-generation OLED panels will kick off next year, with preparations underway to supply foldable screens to a major North American client. Translation: all signs point to Apple.

The details:

• Apple is reportedly gearing up to produce 8–10 million foldable iPhones in year one, with plans to double output by 2027.

• Samsung Display is set to be the exclusive supplier of OLED panels for the device, giving it a front-row seat in Apple’s long-awaited foldable debut.

• Apple expects this new category to boost shipments by 10% in 2026, a big deal given slowing global smartphone growth.

The bigger picture: Foldables aren’t new—Samsung, Huawei, Motorola, and Google already have skin in the game. But Apple’s entry could legitimize the category for the mainstream, much like it did with smartwatches and wireless earbuds. If Apple nails the user experience (and avoids crease complaints), the iPhone Fold could push the entire industry forward.

Meanwhile, Samsung gets to play both competitor and supplier—a dynamic that underscores its dominance in display tech. Rivalry aside, when Apple bets big, its ecosystem—and its suppliers—tend to win too.

Overall: The foldable wars are about to heat up, and Apple’s long absence might actually give it the advantage of learning from everyone else’s mistakes.

Read more: Economic Times

INDUSTRY

🏨 Nestlé’s big bite into India

Nestlé India just inked a deal with the central government to hit the fast-forward button on its ₹5,000 crore expansion plan - and it says a lot about where the country’s food industry is headed.

The status quo: 

• Nestlé has been in India for over six decades, best known for Maggi (yes, the noodles that fueled your late-night hostel days).

• India is already Nestlé’s largest Maggi market worldwide and its second-biggest out-of-home business in Asia, Oceania, and Africa.

• In other words, the company has scale — but until recently, expansion has been steady, not dramatic.

By signing an MoU with the Ministry of Food Processing Industries, Nestlé is committing to speed up both greenfield (new) and brownfield (existing) projects. That means a new factory in Odisha, scaling up existing plants, and new product lines in Gujarat.

The goal? Wrap this up in 2–3 years, creating thousands of jobs in the process.

Why it matters: Food processing in India has long lagged behind demand. Most of what we consume still comes from small, fragmented supply chains. Big-ticket investments like this push the industry toward more modern, large-scale production. That means faster innovation (think new product categories), better supply reliability, and more jobs in manufacturing hubs beyond metros.

Overall: For India, this is more than Maggi. It signals how global giants see the country — not just as a big consumer base, but as a strategic manufacturing engine. For Nestlé, it’s a bet that India isn’t just its present, but its growth story for the next decade.

Read more: Economic Times

GENERAL OVERVIEW

🗞️ Bite-sized summaries

🚗 Tata Motors backs Freight Tiger - Tata Motors will invest an additional ₹120 crore in digital freight startup Freight Commerce Solutions (Freight Tiger), raising its total commitment to ₹270 crore. The automaker said the move will help reimagine logistics with AI, enabling smarter and more connected freight operations. The investment underscores Tata’s push to strengthen India’s logistics infrastructure while driving digital transformation. Separately, Tata Motors announced the creation of a new Netherlands-based subsidiary, TML CV Holdings B.V., to manage its overseas business interests. The twin moves come shortly after Tata Motors’ €3.8 billion acquisition of Italian firm Iveco, highlighting its aggressive global expansion strategy.

📈 RBI rate outlook - The Reserve Bank of India (RBI) is expected to maintain policy rates in its upcoming Monetary Policy Committee meeting, with a 25 basis point cut seen as a positive surprise, says Bank of Baroda economist Sonal Badhan. Previous 100 bps rate cuts are already easing lending rates and credit growth is slowly recovering. While the RBI may keep a neutral stance, commentary could be dovish, including a potential 50 bps reduction in FY26 inflation projection. Domestic support from GST cuts and festive demand, along with external factors like ongoing US-India trade talks, are influencing the decision. Announcement due Wednesday.

HEADLINES

🧑‍🍳 What else is cookin’?

What’s happening in India (and around the world 🌍️)

• Japan's MUFG set sights on 20% stake in Shriram Finance for $2.6 billion.

• LG Electronics India IPO: Company sets price band at Rs 1,080-1,140 for Rs 11,607 crore issue.

• US government shuts down after lawmakers fail to pass last-ditch funding plan.