India’s medical device manufacturing strategy is colliding with gaps in regulation, testing, and high-risk manufacturing, and PLI cannot bridge these alone. #PLI #medicaldevices Read more »
A December 2022 rule change forced automatic cost pass-through, narrowing the ACS-ARR gap, and kicking off one of the most effective discom reform cycle. #Discom Read more »
India’s airfare surge pricing shows how algorithms and concentration can undermine competition in essential services. Read more »
India’s surge in corporate dollar borrowing through syndicated loans reflects easy global liquidity, but the currency and refinancing risks remain unresolved. #dollar Read more »
Europe’s tourism success rests on institutional coordination, a lesson India has yet to apply despite vast assets. Read more »
Europe’s manufacturing success shows that MSMEs thrive not on subsidies, but on strong ecosystems of finance, skills, and clusters. Read more »
PLI delivers smartphone exports success, but concentration risk and low domestic content remain unresolved. #PLI #smartphones #exports Read more »
Southern states have sustained early leadership in India’s electric vehicle market by combining urban form, consumer readiness and ecosystem depth. #EVs #electrcivehicles Read more »
India’s biofuel policy targets oil imports, rural incomes, and emissions — using scale rather than subsidies to drive transition. Read more »
Market concentration is a big risk for India's aviation, telecom, and platforms, weakening competition and accountability. #marketconcentration #economy #aviation Read more »