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India's Early Trade Pacts Failed. The EU Deal Can't Afford To
India's Asian trade deals produced tripled deficits and endless repair talks. The UK and EU papers put at stake what the old ones never had: a surplus.
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.
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.
India’s Private Capex Is Turning Out To Be An Adani-Ambani Show
In FY26, Adani and Reliance spent Rs 3.2 lakh crore between them. That is more than a quarter of all private investment in India, made by just two promoter-driven companies.
Why New Infrastructure Won’t Fix Mumbai’s Power Grid Problem
Replacing British-era cables and adding transmission lines won't fix Mumbai's grid. The bottleneck for clean, non-stop power is not generation, storage technology, or tariffs. It is the absence of a single buyer.
Built On Credit: Unpaid Government Bills Are Squeezing India's EPC Contractors
Empty pockets despite record order books mean that the infrastructure boom is running on contractor credit.
India’s Daily Accounts Back-Up Diktat Will Punish Small Businesses
Rule 46(8) of the new Income-Tax Rules, 2026 is written for a world of single-office servers binds almost every business with digital books, and bites hardest on the MSMEs that drive India's output and jobs.
How Made-In-India Is India’s First Hydrogen Train, Really?
India designed, built and integrated the trainset. The fuel cell stacks at its heart and the materials inside them come from abroad.
The Planned Hospital Bed That Has No Doctor
India counts the hospital beds it is short of. It seldom counts the doctors or nurses needed to run them.
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.
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.
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
