India’s manufacturing story is moving from aspiration to evidence. From smartphones and semiconductors to defence, pharmaceuticals, automobiles and solar, the country is steadily building deeper domestic capabilities and expanding its global export footprint. Explore the data behind India’s manufacturing transformation and what it could mean for investors. Continue Reading Why India’s Manufacturing Story Is Now Impossible to Ignore
India’s energy transition is easy to acknowledge and surprisingly easy to underestimate. Over the past two decades, solar has moved from the periphery to the centre of national strategy, and what began as a sustainability narrative has matured into something far more consequential for investors: a question of energy security, industrial policy, manufacturing depth, and long-duration capital allocation. Continue Reading What the RBI’s August Policy and the Inflation Data Really Say
India’s energy transition is easy to acknowledge and surprisingly easy to underestimate. Over the past two decades, solar has moved from the periphery to the centre of national strategy, and what began as a sustainability narrative has matured into something far more consequential for investors: a question of energy security, industrial policy, manufacturing depth, and long-duration capital allocation. Continue Reading India’s Solar Manufacturing Revolution
Most firms have set up a war room to triage their immediate response to the crisis. But the lack of visibility around future demand complicates efforts to restart stalled portfolio companies… Continue Reading From Buyer to Builder: India’s Defence Sector Opportunity