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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
13 hrs ago
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Manish Singh
2
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India's Got Time
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China-Plus-One Was Just China All Along
India's electronics manufacturing self-reliance strategy requires reliance on its biggest rival
Aug 14
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Manish Singh
8
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China-Plus-One Was Just China All Along
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India and the Art of Selling Tomorrow
Wall Street's perpetually rosy forecasts for India are almost always wrong
Aug 8
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Manish Singh
9
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India and the Art of Selling Tomorrow
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The Great Indian IT Squeeze
When everyone wants their own Bangalore
Aug 4
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Manish Singh
7
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The Great Indian IT Squeeze
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July 2025
India's One-Airline State
How one airline came to control two-thirds of Indian aviation
Jul 30
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Manish Singh
4
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India's One-Airline State
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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
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Manish Singh
2
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The Great AI Land Grab Reaches Peak 'Free Lunch' in India
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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
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Manish Singh
7
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India's Quick-Commerce Boom Built a Very Expensive Speed Trap
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India's Battery Ambitions Run On Borrowed Volts
New EV battery plants risk entrenching the same old technology dependence
Jul 7
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Manish Singh
6
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India's Battery Ambitions Run On Borrowed Volts
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Why India's Retail King Needs Shein
India's fast-fashion segment grew 30-40% in the year through March
Jul 3
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Manish Singh
6
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Why India's Retail King Needs Shein
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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
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Manish Singh
11
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The Indian Retailer Beating Zara and H&M at Their Own Game
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Blinkit Leaps Ahead as Zepto's Dark Store Engine Sputters
Zepto’s once-aggressive quick-commerce drive is losing steam.
Jun 13
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Manish Singh
6
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Blinkit Leaps Ahead as Zepto's Dark Store Engine Sputters
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The Case For and Against Rapido's Entry To Food Delivery
Indian startup Rapido to test food delivery, leveraging its 3 million two-wheeler fleet and 8-15% take rate to pry at Zomato-Swiggy grip.
Jun 11
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Manish Singh
9
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The Case For and Against Rapido's Entry To Food Delivery
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