Recent analysis
Five Years and ₹25,000 Crore Later, China Still Supplies Three-Quarters of India's Drug-Making Ingredients
September 16, 2026
What India's own government data says about the distance between how much active pharmaceutical ingredient the country consumes and ...
Read the piece →India's EV Localisation Deadline Just Split in Two, Because of the One Part China Still Controls
September 15, 2026
Three postponements into India's push to force domestic manufacturing of e-bus and e-truck traction motors, the government's 3 S...
Read the piece →You Cannot Substitute Crude Oil or Gold. That Is 40% of India's Import Bill.
August 23, 2026
India is reported to have drawn up a list of 1,272 products worth $189 billion of annual imports to replace with domestic manufacturing...
Read the piece →5,417 Items You Cannot Import — and the Ministry's Own Two Numbers for What Replaced Them
August 23, 2026
India has banned the import of 5,417 defence items across six DPSU lists, funded a ₹750 crore innovation scheme to invent replacements,...
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Umashankar Triplicane Dwarakanathan
Investment Promotion & Energy-Sector Leader · Chennai, Tamil Nadu, India