Piecing together disparate data for economic and market insights
This appeared in the Economic Times on 12 October 2026 (link). Published: Oct 11, 2026, 11:45:14 PM IST We have entered a golden age of Indian entrepreneurship. The number of active companies has risen by more than half a million in three years, rising by a third, from 1.6 million to 2.2 million. Many of … Read more
How has fiscal consolidation helped bring down the cost of capital in India? What are its implications for macroeconomic stability, investment cycles, and capital markets? In NISM’s Masterclass Episode 26, Sashi Krishnan, Director, NISM, and I discuss fiscal discipline, government borrowing, interest rates, and their transmission into the real economy.
Mukesh and I discuss why we are at the start of a true golden age of Indian entrepreneurship:
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