Recent analysis
The Phone PLI's Successor Pays Up to 5%, Wants 15% Growth a Year, and Offers 0.2% to Make the Cell Here
The successor to the smartphone PLI pays 5% on most growth, not the 2.75% in its headline, but only after a brand grows more than 15% a ...
Read the piece →India's Display Fab Scheme Got Two Billion-Dollar Bids and Approved Neither. Then It Redefined "Display Fab" Small Enough to Claim One Anyway.
In December 2021, India offered up to ₹12,000 crore to whichever of at most two companies built a large-panel display factory. Two real...
Read the piece →India's ₹60,000 Crore API Push, Traced to Its Six Actual Schemes
India's "₹60,000 crore API push," announced in December 2025, is not one new scheme — it is at least six existing ones add...
Read the piece →Five Years and ₹25,000 Crore Later, China Still Supplies Three-Quarters of India's Drug-Making Ingredients
What India's own government data says about the distance between how much active pharmaceutical ingredient the country consumes and ...
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Umashankar Triplicane Dwarakanathan
Investment Promotion & Energy-Sector Leader · Chennai, Tamil Nadu, India