Also in this newsletter: the bull run in defence stocks, and the car industry’s software problem
Asset managers have launched specialist funds as push for domestic armaments sends share prices soaring
Also in this newsletter: India’s forex reserves fall to an eight-month low and Kumar Mangalam Birla’s mantra
Also in this newsletter: Is India’s stock market run waning and some New Year’s Eve party stats
Slowing growth and high inflation hit household incomes and raise questions about economic fundamentals
Also in this newsletter: health insurers’ claims record, and how Rishad Premji stays sharp
First major capital raise since US indicted billionaire Gautam Adani and associates in an alleged bribery scheme
Fast-growing Indian market behind only the US in money raised by company listings
Also in this newsletter: Nandan Nilekani’s productivity tip, and my favourites from 2024
Action films from country’s south have won audience favour while Bollywood has endured string of flops
Also in this newsletter: Starlink’s woes in India, and R Ashwin’s brilliant career
Also in this newsletter: a massive spam call problem and Sajjan Jindal’s mantra
Also in this newsletter: Adani Group’s funding fix and the numbers behind the world’s biggest advertising agency
ReNew has lost over 30% of its market value in three years since US listing
Conglomerate pulls out of $500mn loan deal as it wrestles with bribery allegations
In this newsletter’s first edition, the CFA’s decline and advice from Uday Kotak
RBI holds rates and says economy has bottomed out
Charges against Indian tycoon follow a troubled government effort to boost renewable power
Company already has joint venture with China’s SAIC in world’s third-largest car market
First remarks by Indian billionaire after indictment by federal prosecutors
Industrialisation is within the country’s reach, but government has got to get out of the way first
Kenya’s reversal of support for airport project underlines global ramifications of US indictment
Nandan Nilekani says small language models trained on specific data are ‘quite effective’
New York-based bank was vocal champion of Indian group whose billionaire head is accused of bribery scheme
Indian conglomerate releases report on operations after US indictment of founder Gautam Adani for alleged bribery
