Piecing together disparate data for economic and market insights
We discuss India’s opportunities across semiconductors, AI, digital public infrastructure, and startup ecosystems. From India’s $18B bet on chip manufacturing to the role of Aadhaar, UPI, GST, and ONDC in transforming credit and payments, to India’s chances of leapfrogging in innovation and diffusion while building global partnerships. We chat about India’s competitiveness in the AI … Read more
We decode the macroeconomic outlook for India, addressing: How India is navigating economic headwinds, The impact of tariff trends and trade policies, Key drivers of India’s growth story and policy reforms, and what lies ahead for investors, businesses, and policymakers.
We discuss how the world is changing, the thawing of India China relationship, US Tariff impact on India, the US India relationship, possibility of de-dollarisation, the rise of Digital Currency, how the US policymakers are much more agile than India’s governance structure allows, India’s growth slowdown and how it is reversing, FII selling in India.