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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.
