The right steps are already being taken, experts say. It’s now time to accelerate implementation and improve the outcomes
For India to be globally competitive, it needs to localise components, strengthen design capabilities through R&D investments, and forge strategic partnerships with global technology leaders
The interim budget made several announcements towards building India's non-fossil fuel capacity. However, a lot more needs to be done, particularly in infrastructure and financing, if the country has to meet its energy targets
Beyond tax cuts and incentives, the government could support private enterprises in the sector by becoming a bigger consumer of new space solutions
With a reduced mandate, the government would have to keep its allies happy. How it does that will be keenly watched
As rural growth continues to be a concern, the government may push the pedal to spur spending—through subsidies or new schemes. The upcoming state elections and a coalition government at the Centre may mean an increase in rural spends
Experts warn that India's boost to capex may not necessarily create more jobs as construction has become equipment-intensive. There are factors which impact labour productivity, and while GenAI and PLIs remain buzzwords for employment, they may not be the solution
How companies managed to keep sailing through turbulence in the first quarter of FY25, which saw two major challenges in the form of general elections and brutal heatwaves in many regions of the country
In part two of the interview, the market maven talks about three investing mistakes he made and why investors need to temper expectations of high equity returns in the coming months
A recoil in the budget share of smartphones, a disproportionate reliance on online channels, and the lack of premium phones took a toll on Xiaomi's market share over the last two years. Now, the Chinese budget warrior is getting back into the game with a premium play. Can it upgrade to an aspirational brand?
The former chief investment officer of HDFC AMC discusses why promoters and MNCs could be reducing stake in companies they own and what it means for retail investors