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Why Is India Committing To Massive US Purchases For A Trade Deal That No Longer Exists?
Capital is fleeing India. The rupee is sinking. And New Delhi just promised Washington $500 billion it has no reason to spend.
India's Power Sector Has Mastered The Art of Passing Costs Down — To The Consumer
Every layer of the chain — fuel supplier, generator, transmission company, distributor — has a mechanism to pass costs forward. Only the consumer has none.
India’s Leadership Should Hit The Road, Now
The rupee's slide to 96 is not just a currency story, it is a confidence crisis. And India's response so far has been quiet.
The Diamond Chain Rupture Is Showing Up In India's Listed Equity
Twenty listed names refract the shock into four cohorts. Each cohort is absorbing a different part of the rupture.
FDI May Be Slowing, But A Surge In GCCs Proves Multinationals Are Still Betting Big On Indian Intellect
But can this rising tide of GCCs and the high-quality employment they generate substitute for traditional FDI?
Google's Agentic AI Repositioning Just Put India's GCCs On The Clock
The agent operating system removes humans as the unit of production. Most of India's GCCs are now one parent-side budget call away from feeling it
From Royal Enfield to AI: India's Next Global Champion Should Be Built, Not Debated
India's Royal Enfield became a global giant through enterprise, not debate. The same playbook could script India's AI story, if founders lead the way.
The Mythos Factor: Why India Must Build Its Own Frontier AI
From Mythos to the Hormuz blockade, India faces compounding crises that demand strategic autonomy in AI, energy, and economic policy.
India’s Massive Higher Education Overhaul Faces A Major Software Crisis
The institutional learning platforms NEP 2020 is meant to run on were architected for a pre-NEP world, hosted abroad, and procured before the data-residency law existed.
Wall Street's AI Euphoria Masks A World On The Brink
Wall Street is hitting all-time highs. But behind the AI euphoria lies a world of rising oil, job cuts, and a war with no end in sight.
India’s Jet Fuel Folly: Why Domestic Ethanol Is A Net Economic Drain
Meanwhile, as the US and Iran aren’t close to reaching a consensus, New Delhi must decide if a special relationship with the US is worth enduring insults to its sovereignty and its citizens' dignity.
India's Compressed Biogas Moment Is Now, But Minus Its Feedstock
The global energy shock has made every domestic gas substitute urgent. Yet, against the 5,000 targeted in 2018, India has only 133 compressed biogas plants.
