India China, bhai bhai…again!

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:36 SEZ 2.0: Can India fix its export zones? 13:54 The return of section 301 tariffs 25:09 Tidbits We also send out a crisp and short daily newsletter fo ...  Show more

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:38 India eases its border investment wall 11:09 The new economics of India’s defence sector 22:30 Tidbit We also send out a crisp and short daily newsle ...  Show more

India has the world's largest population, but can it be the next global economic superpower? Or will extreme poverty, inequality, unemployment, and lack of industrialization and manufacturing capacities hold it back? Why is the Western media so eager to portray India as a pro-Wes ...  Show more

This interview with Angus Shillington explores why India is the most promising emerging market, why it has outperformed the S&P 500, and the country’s favorable demographics. We also discuss the risks & rewards of investing in China, how Chinese equities compare to Indian equitie ...  Show more

Indian equities are soaring right now. The country’s benchmark Nifty 50 index has doubled in just five years, beating out the pace of Japan, China and even the US. And it’s all being driven by millions of domestic investors who are piling into the market for the first tim ...

The JSW Group-MG Motor wants to bring the “Maruti moment” to the Indian EV industry. The steel major and Chinese auto giant have ambitious targets of flooding the market with new, flashy models and clocking 1 million sales volume by as early as 2030. The number is several mult ...