Newsletter
Search
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.
