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India’s Data Centre Demand Curve is in California. The Debt Lives Here.
India's speculative AI boom runs on local bank debt, wagering the system on unsigned California demand.
India’s Export Slump Has A Climate Tech Fix Hiding In Plain Sight
A regulatory reset on emissions monitoring technology could transform India from a captive market for Western standards into a global exporter of climate tech and generate the labour-intensive manufacturing jobs the economy urgently needs.
Air India Needs A Captain, Not A Committee
Tata Sons has turned to a committee to run Air India after CEO Campbell Wilson's exit. HUL's decades-long succession culture shows a better way forward.
The Hi-Tech Behind India’s Diagnostic Giants’ Premium Valuations
India’s diagnostics giants are racing past routine blood tests into genomics, AI pathology and liquid biopsy, building high-tech moats that discounters cannot copy and the market is already pricing in.
Mumbai Chases Vanity Projects While Basic Infrastructure Kills
As the monsoon season arrives, predictably intense, though somehow always treated as a surprise by city officials, Mumbai is once again buckling under the weight of misplaced priorities.
India's Exporters Need Quicker Approvals, Not More Gatekeepers
Delays in licences and authorisations matter more to exporters than limits on meetings with officials.
India’s Private Capex Is Turning Out To Be An Adani-Ambani Show
In FY26, Adani and Reliance spent Rs 3.2 lakh crore between them. That is more than a quarter of all private investment in India, made by just two promoter-driven companies.
From Oil Shocks To Water Limits, Scarcity Must Be The Norm
Oil markets shrug off renewed US-Iran strikes, but India's water crisis exposes the real limits of resilience in an age of permanent scarcity.
Why New Infrastructure Won’t Fix Mumbai’s Power Grid Problem
Replacing British-era cables and adding transmission lines won't fix Mumbai's grid. The bottleneck for clean, non-stop power is not generation, storage technology, or tariffs. It is the absence of a single buyer.
Built On Credit: Unpaid Government Bills Are Squeezing India's EPC Contractors
Empty pockets despite record order books mean that the infrastructure boom is running on contractor credit.
Why Arrests Won't Salvage India's Broken Government Recruitment System
As lakhs chase scarce public jobs, underfunded agencies and high-tech cheating expose a crisis beyond police fixes.
Lamenting A Lack Of Investment In LLMs Ignores Market Realities, Historic Mandates Of Software-Services Behemoths
India's IT giants are cash-rich but AI-shy. Markets may explain why, with the deeper crisis possibly lying in classrooms.
