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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.
Automakers Are Rediscovering The Bottom Of The Pyramid, Proving That Economic Headwinds Breed Competitive Ingenuity
As premiumisation hits its ceiling and budgets tighten, India's automakers are rediscovering the entry-level consumer and finding that the bottom of the pyramid never really went away.
Fuel Shock Sparks India's Fastest Electric Vehicle Revolution Yet
Fuel shocks are driving India's fastest EV shift yet, as consumers once again prioritise efficiency over performance and convenience.
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 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.
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?
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.
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.
The John Ternus Pick Shows How Apple Sees The AI Era
Apple’s elevation of John Ternus is a powerful reminder to shareholders and boards everywhere. A company’s choice of CEO is a declaration of its strategic priorities.
The Lost Art Of The Adventurer Capitalist
The passing of the legendary investor Mark Mobius served as a reminder of an era when the prospectors ruled the earth.
India’s True Leverage Is Economic, Not Geopolitical
A war it didn't start is costing India dearly. But history suggests the economy always finds its next engine of growth — and it may already be accelerating.
India’s Energy Mirage: The High Cost Of Artificial Prices
While the government has selectively raised prices on higher-octane petrol, jet fuel, and commercial gas cylinders, the broader consumer market for oil and gas remains heavily shielded.
