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Bernstein Isn't Buying India's AI Story
"Staring down a strategic tech crisis"
Sep 4
•
Manish Singh
12
1
August 2025
The Store Becomes the Brand
Why India's biggest retailers are putting their own names on the products they sell.
Aug 28
•
Manish Singh
13
1
India's Got Time
While the West and China confront the fiscal drag of ageing, a 30-year demographic window offers India a unique policy runway
Aug 19
•
Manish Singh
9
China-Plus-One Was Just China All Along
India's electronics manufacturing self-reliance strategy requires reliance on its biggest rival
Aug 14
•
Manish Singh
9
1
India and the Art of Selling Tomorrow
Wall Street's perpetually rosy forecasts for India are almost always wrong
Aug 8
•
Manish Singh
10
1
The Great Indian IT Squeeze
When everyone wants their own Bangalore
Aug 4
•
Manish Singh
9
July 2025
India's One-Airline State
How one airline came to control two-thirds of Indian aviation
Jul 30
•
Manish Singh
5
The Great AI Land Grab Reaches Peak 'Free Lunch' in India
Perplexity's partnership with Airtel to give premium offering to 360 million customers is the largest distribution deal of its kind
Jul 17
•
Manish Singh
2
India's Quick-Commerce Boom Built a Very Expensive Speed Trap
The 4,000-store network that was supposed to conquer the subcontinent is discovering brutal economics outside the top cities
Jul 15
•
Manish Singh
7
India's Battery Ambitions Run On Borrowed Volts
New EV battery plants risk entrenching the same old technology dependence
Jul 7
•
Manish Singh
6
1
Why India's Retail King Needs Shein
India's fast-fashion segment grew 30-40% in the year through March
Jul 3
•
Manish Singh
6
June 2025
The Indian Retailer Beating Zara and H&M at Their Own Game
Zudio, the Tata-owned retail chain, generated $1 billion in sales across 765 stores — three times Zara India's $330 million in revenue.
Jun 25
•
Manish Singh
12
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