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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.
Can Kerala's Co-operative Builder Crack India's EPC Market?
While Kerala‑based U‑Sphere — the EPC subsidiary of the century‑old labour cooperative ULCCS — seeks pan‑India expansion, its real test will be delivering marquee projects that build momentum at home and overseas.
UltraTech Bets Against The Cycle As India's Cement Industry Splits
As weak pricing and rising fuel costs force several of the country's largest cement makers to moderate expansion plans, industry leader UltraTech Cement is taking a contrarian approach.
India’s Ethanol Rollout Story Has A Growing Consumer Backlash
The fuel transition promises cleaner energy, but some consumers are bearing the unintended costs.
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.
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 And IndiGo Chase Demand With Simpler, Cheaper Fares
Rising airfares and capacity constraints slowed passenger growth, prompting Air India and IndiGo to cut entry-level fares.
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.
Why India's FMCG Majors Are Buying Their Way Into Nutraceuticals
Rather than create new nutrition brands, consumer goods companies are paying for products consumers already trust.
India’s IT Bellwether TCS Paints An AI Future Its Books Don't Show
TCS’s chairman N Chandrasekaran told the 31st AGM that AI is the biggest opportunity in TCS’s history, no downsizing is planned, and all revenue will be AI-linked by 2030. The annual report says otherwise on every count.
Honda Bets On Imports And SUVs To Rebuild Its India Presence
The move reflects Honda’s broader push to revive its position in India through a two-pronged strategy of bringing back premium global models while building a pipeline of mass-market SUVs and electric vehicles for the domestic market.
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.
