Rajesh Kapoor specializes in India's macroeconomic trends, fiscal policies, and GDP growth. He provides strategic analysis of the nation's evolving economic landscape.
Rail Vikas Nigam Ltd (RVNL) has won a bid worth Rs 35.9 billion for a railway doubling project in Bihar, reflecting the Indian government's strategic intent to accelerate railway infrastructure and enhance freight and passenger capacity. This article analyzes the deeper implications of the contract from the perspectives of economic research, industry observation, and investment trends.
The Indian Railway Minister stated that India is becoming a major manufacturer and exporter of railway products, with complex electronic and propulsion systems already being exported to Europe, the United States, and Japan. This article analyzes the signals of industrial upgrading, supply chain integration, and enhanced global competitiveness behind this phenomenon.
Indian Commerce Secretary Rajesh Agrawal pointed out that India must build an innovation ecosystem and develop it in parallel with manufacturing capabilities in order to transform from a net importer of electronics to a net exporter. This article analyzes the growth of India's electronics manufacturing industry, policy support, and the necessity of innovation-driven development.
India is brewing the largest-scale reform of SEZs since 2005, attempting to revive this policy framework once regarded as an export engine. This article analyzes the economic logic, policy challenges, and long-term industrial impacts behind SEZ 2.0.
Based on the latest GDP, GST, and manufacturing data, analyze the structural changes behind India's economic resilience and their impact on the global supply chain.
Based on the latest GDP, GST, manufacturing and services PMI data, analyze the strong performance of the Indian economy in fiscal year 2025-26, revealing its structural transformation from consumption-driven to diversified support of investment and manufacturing.
India's Steel Minister calls on the entire industry to embrace emerging technologies such as AI and IIoT, marking the Indian steel industry's shift from scale expansion to an intelligent ecosystem. Through this policy signal, one can gain insights into the upgrading of India's manufacturing, the reshaping of global competitiveness, and the changes in investment logic.
India has one of the most active IPO markets in the world, but why has it yet to see a trillion-dollar listing like SpaceX? This article analyzes the deep-seated changes in the Indian economy behind this phenomenon from dimensions such as capital market structure, shortage of patient capital, and corporate profitability pressure.
A Kotak report points out that geopolitical conflicts and technology blockades have forced India to accelerate its reduction of dependence on imports and foreign capital, driving localization in manufacturing, renewable energy, and defense. This article analyzes the profound impact of this strategic shift on India's economic structure and investment landscape.
ElectricPe CEO Avinash Sharma pointed out that India is transforming from a lithium-ion battery importer into a global manufacturing and export hub, driven by the PLI policy, investor interest, and startup innovation. This article analyzes the underlying changes in India's economic structure, industrial upgrading, and the significance of global supply chain restructuring behind this transformation.
Indian AI startup Sarvam raises $234 million in funding to become a unicorn, led by HCLTech, reflecting India's strategic positioning in AI sovereignty, localized models, and global geopolitics.
Foreign investors dumping Indian stocks, reform stagnation, the AI shock, and the Middle East crisis are converging, posing the toughest test for India's economic growth model since Modi took office.
Zepto's IPO documents show rapid growth and widening losses, while raising questions about the company’s valuation, reflecting the fierce competition in India's fast commerce market and the cautious attitude of the capital market.
Maharashtra has released the 2026-27 State Focus Paper, outlining a priority sector credit potential of 10.28 trillion rupees, with funding directed mainly toward agriculture, MSMEs, rural infrastructure, and financial inclusion. This is not just a credit plan, but a model of how India’s local economy is embedding the banking system into its growth strategy.
NITI Aayog pointed out that India’s reliance on semiconductor imports, geopolitical risks, and defense needs are pushing chip self-reliance to a higher priority. This is not only an issue for the electronics industry, but also a key part of India’s manufacturing upgrade, foreign exchange security, and supply chain restructuring.