Why India Got Claude Mythos But TCS And Infosys Were Left Out | Markets Today #232 | Upstox

📌 In this episode of Markets Today, we decode 3 big stories — why RBI is bringing its gold back to India and what it signals about de-dollarisation and financial sovereignty, the ED raids on Vedanta and the royalty payment controversy at the centre of the investigation, and India getting access to Anthropic's Claude Mythos — the world's most tightly controlled AI model — but with TCS, Infosys, Wipro and HCLTech deliberately left out. #1 🥇 RBI's Gold Is Coming Home India's gold share in forex reserves jumped from 5.9% in FY21 to 16.7% in FY26. 77% of gold now in domestic vaults — up from 38% in 2023. Over 104 metric tonnes repatriated in just 6 months. De-dollarisation is real and India is part of it. #2 🔍 Vedanta ED Raids — The Royalty Question ED investigates royalty payments from Vedanta India to UK parent Vedanta Resources. Royalty or profit shifting? Arm's length principle test. FEMA implications if payments are excessive. Vedanta Resources has substantial debt — Indian royalty flows matter for debt servicing. #3 🤖 Claude Mythos Comes To India — Without IT Giants Anthropic's Project Glasswing gives select Indian banks, telecom and cybersecurity firms access to Claude Mythos. TCS, Infosys, Wipro, HCLTech excluded — because their global supply chain access creates too much risk if compromised. Frontier AI is now a national security asset, not just a business tool. 00:00 - Coming Up 01:05 - RBI Brings Gold Home : De-Dollarisation Is Real 04:53 - Vedanta ED Raids : Royalty Payment or Profit Shifting? 08:19 - Claude Mythos Comes to India 11:29 - Trending News Join the Upstox Community: Telegram: https://uptx.to/Telegram-Oct-Community Instagram: https://uptx.to/Instagram-Oct LinkedIn: https://uptx.to/LinkedIn-Oct Twitter: https://uptx.to/Twitter-Oct Also on YouTube: Upstox Global: https://www.youtube.com/@UpstoxGlobal Uplearn by Upstox — India's economy and companies, decoded every week: https://www.youtube.com/@UplearnbyUpstox Upstox is India's most trusted investment platform — backed by Ratan Tata and Tiger Global, and chosen by 1 crore+ Indians to grow their wealth. On this channel, we cover everything you need to invest and trade with confidence — market updates, stock analysis, IPO breakdowns, and more. Stocks. ETFs. Mutual Funds. IPOs. F&O. Currencies. Commodities. All on one platform. Start investing today — open your free Demat account in minutes: https://uptx.to/open-demat-account Download the Upstox App — India's highest rated trading app: iOS: https://apps.apple.com/in/app/upstox-new-stocks-ipo-mf/id1584953620 Android: https://play.google.com/store/apps/details?id=in.upstox.app&hl=en_IN&gl=US #claudemythos #anthropic #projectglasswing #vedanta #edraidsindia #vedantaroyalty #rbigold #goldreserves #dedollarisation #tcs #infosys #wipro #hcltech #cybersecurity #indianstockmarket #marketstoday #upstox #aiindia #nationalsecurity #investing