For most of my career, geopolitical risk was something businesses watched from a distance. Today it shows up in oil, freight, currencies and supply contracts, and India Inc needs to price it into decisions.
Category Archives: Resources
For a long time, the map of corporate India was fairly predictable. Now consumers, talent and connectivity are pushing growth beyond the metros, into Tier II and III cities and eastern India.
Blog, Resources
India Just Attracted Up to $12 Billion in New Semiconductor Proposals. The Chip Story Is Moving From Ambition to Execution.
For years, India’s semiconductor ambition was spoken about largely in the future tense. At SEMICON India 2026, the government revealed that Semicon 2.0 has attracted proposals worth $11–12 billion, pointing to a shift from individual projects to a full semiconductor ecosystem.
Blog, Resources
China Is Trying to Restart Domestic Demand. What Does That Mean for Indian Manufacturers?
For years, the standard assumption about China was fairly straightforward: when the Chinese economy slowed, Beijing would find a way to get growth moving again.
Blog, Resources
The Rupee Is Near ₹96 to the Dollar. Should Indian CEOs Be Rethinking Their 2026 Plans?
The rupee is now hovering uncomfortably close to ₹96 against the US dollar.
Blog, Resources
India’s Stock Market Is Changing How It Closes. What Does the New Closing Auction Mean for Investors and Companies?
India’s stock market now sets closing prices through a dedicated Closing Auction Session (CAS). Here is what the change means for investors, listed companies and trust in Indian markets.
For decades, companies designed supply chains around one primary question: Where can we produce most efficiently? That calculation is changing. Geopolitical tensions, export restrictions, tariffs, critical-mineral dependencies and disruptions to major trade routes are forcing businesses to consider another question: Can we still depend on this supply chain when the world changes suddenly? This is […]
Blog, Resources
India Is Targeting a $5 Trillion Economy by FY29. The Harder Question Is What Gets Us There.
India’s $5 trillion economy ambition has been around for several years. What has changed is the timeline and, more importantly, the economic environment in which India now has to achieve it. The latest projections put India on track to reach the $5 trillion mark around FY2028-29, with the delay from earlier expectations reflecting factors including […]
Blog, Resources
India’s Manufacturing Growth Has Hit a Five-Year Low. Is This a Warning or a Temporary Pause?
India’s manufacturing story is entering a more demanding phase. The latest manufacturing PMI has fallen to its weakest level in nearly five years, pointing to softer demand and slower hiring across factories. It is an important signal, particularly after several years in which manufacturing has been one of the central pillars of India’s economic ambitions. […]
Blog, Resources
DRDO conducted a 1,200-second continuous test of a scramjet engine at its Hyderabad laboratory
A 20-minute engine test does not usually attract much attention outside technical circles. But DRDO’s recent 1,200-second scramjet test stayed with me for a different reason. Not because I understand every technical detail behind a scramjet engine. I don’t. What caught my attention was a simple thought: countries do not wake up one morning and […]