India’s Product Nation Moment
For decades, India operated as the world’s back-office and factory floor for other people’s brands. We wrote the code, assembled the devices and delivered the services, while the real profits stayed with global OEMs like Apple, Samsung, Dell, HP and LG. Indian companies, despite strong talent and scale, remained stuck in low-value activities such as […]
India’s Foxconn Moment
India’s electronics exports crossed $38B in FY25. Behind that growth is a deeper shift. Companies like Dixon are proving that India can finally build the scale, capability, and supply-chain depth we’ve chased for decades. In this analysis, we break down what this means for the EMS sector, why this moment mirrors India’s Foxconn opportunity, and […]
India’s $100B Bet: Shri Piyush Goyal in a Conversation with Madhu Kela at Singularity Summit 2025
India isn’t reacting to the world. We’re redesigning our place in it. At Singularity Summit 2025, Hon’ble Minister Piyush Goyal spoke with clarity and consequence on trade, investment, and India’s role in the global order. From rejecting RCEP to securing a $100B FDI commitment, this keynote reflects a country choosing to shape markets, not just […]
India’s Defence Manufacturing Revolution
India’s $130B modernization commitment is creating structural opportunities most institutional investors haven’t recognized yet. The shift from world’s largest arms importer to indigenous capabilities showcased in Operation Sindoor reveals a transformation years in the making.