Lakshmisha K S
@lakshmishaks
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Founder - Namo Brigade, Ex-Management Consultant, Amateur Economist, NITK-Surathkal, XLRI alumnus
India
Joined August 2009
India’s solar glass market is scaling rapidly on import curbs and strong demand: domestic capacity is set to grow from ~1,000 TPD to ~1,600 TPD (≈10.5 GW) with a new 600 TPD plant at Bharuch, and broader industry additions underway. https://t.co/obQBbsNV4j
cnbctv18.com
Pradeep Kumar Kheruka, Executive Chairman, Borosil Renewables said the government’s decision to extend the countervailing duty (CVD) on solar glass imports from Malaysia until June 2026 is a major...
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NHPC will start commercial operation of the 250 MW Unit-2 of the 2,000 MW Subansiri Lower Hydroelectric Project from Dec 23, 2025, adding to Unit-1’s grid sync. Once complet, it will be India’s largest hydro plant, boosting renewable supply. https://t.co/sbBkjFu4gz
economictimes.indiatimes.com
NHPC begins commercial operation of the second unit of the Subansiri Lower Hydroelectric Project. This 250 MW unit is part of India's largest hydroelectric project. The project is being constructed...
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Elevated roads definitely help. I can see the difference it makes in Hyderabad. Couple of elevated roads on high density corridors make it signals free on long stretches.
Many urban planners and activists will trash Bengaluru’s new push for elevated roads and not without reason. Their argument is familiar - elevated corridors don’t eliminate congestion. They just shift chokepoints further down the road. But Bengaluru also suffers from a thin,
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Bastar’s Red Corridor is in endgame. Maoism has shrunk from a mass insurgency to a few isolated commanders. Surrenders, arrests, intel-led captures now outpace encounters. This isn’t a firefight phase—it’s collapse. The test ahead is governance, not guns.
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Mariplast, a global specialist in yarn carriers, has set up its first manufacturing facility in Verna, Goa, bringing production closer to India’s textile base and cutting logistics/import costs while enabling faster, customised deliveries. https://t.co/4xzuMOd3Ai
indiantextilemagazine.in
Exclusive Interview and pics by K. Gopalakrishnan Mariplast, the globally renowned manufacturer of specialised yarn carriers, has taken a significant step by establishing its first manufacturing...
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Ethiopian Airlines plans Africa’s largest airport near Addis Ababa, aiming for 110M annual passengers vs 22M today. With $10B price tag, govt backing, AfDB $500M pledge. ET bets on cementing Africa hub status despite political risks. https://t.co/2WVi81iGu4
economist.com
But conflict, competition and government meddling complicate things
My personal opinion is that among African nations, Ethiopia stands out as one to watch—a potential regional power in the future. It does wrestle with ethnic, political, and economic fault lines, often just a spark away from civil war. But unlike many states carved by colonial
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JSW is launching its own car brand by Dec 2026—hybrid & EV-focused, global tech tie-ups (China, Germany, UK) and a planned 50 GWh Li-ion battery capacity in Nagpur. India’s auto game is shifting fast
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Indian SaaS firms are lining up the next wave of tech IPOs: 7–8 cloud companies may list in India over 12–18 months. Many have crossed $80–100m ARR, with valuations now at 7–8x EV/revenue vs 20x in 2021—more realistic, more sustainable, and increasingly India-focused.
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India tightens rules on ventilator use in private hospitals: mandatory informed consent, usage-based billing, public display of charges, and audits for use beyond 14 days. With India’s ventilator market at $207m (2024), transparency is being enforced.
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Kolkata’s Messi fiasco wasn’t an aberration, it was a symptom. No global concerts, no direct Europe flights, collapsing event capacity, VIP culture crowding out citizens. Once a global city, now treated like a tier-3 afterthought—even by India itself.
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India’s MIP move on key pharma APIs aligns with the PLI push that has already triggered ₹15,000+ crore investment, approved 50+ bulk drug projects, and begun cutting API import dependence from ~70%. Domestic capacity expansion is now structurally underway.
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South Korean tech firms are sharpening their India push. Krafton, Naver & Mirae are launching a ₹6,000 cr India-focused fund (₹3,000+ cr at start), citing BGMI’s success. Signals India is now a top-tier global expansion market for Korean tech, not just a secondary bet.
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she is playing long game not against BJP but against her own brother, at least for few years
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Winter Session takeaway: BJP’s coalition grip is tightening, not loosening. Pushing VB-G RAM G, SHANTI & insurance amendments despite no LS majority shows NDA allies fall in line. Bihar win killed rift hopes;
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India and Russia are pushing JVs in critical minerals & rare earths post the Dec summit. Russia holds the 5th-largest REE reserves, with 658 mn tonnes across 29 rare metals. Driver: EVs, wind, tech supply chains. Implication: India hedges China risk via upstream access.
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Despite US sanctions, Rosneft shipped ~820 kbpd to India in early Dec—~70% of India’s 1.15 mbd Russian imports. Driver: ~$7/bbl Urals discount to Brent. Implication: sanctions enforcement stays loose; India’s Russian share falls toward ~25%, but barrels still flow.
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India’s net direct tax collections rose 8% to ₹17.05 lakh cr till Dec 17, led by 8% growth in corporate advance tax (₹6.07 lakh cr) and lower refunds. Signal: India Inc earnings remain resilient, but pace may fall short of the ₹25.2 lakh cr FY target.
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Japan’s financial giants are putting big capital to work in India: MUFG’s ~$4.4 bn for a 20% stake in Shriram Finance is the largest FDI in Indian financial services, following Mizuho in Avendus and SMBC in Yes Bank. https://t.co/e66cnkiITH
economictimes.indiatimes.com
Japanese mega banks are significantly increasing their investments in India's financial sector, seeking growth beyond their saturated home market. MUFG's substantial stake in Shriram Finance exempl...
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Japan’s 10-year government bond yield has broken above 2% for the first time in decades, marking a decisive exit from the zero-rate era. Even with cautious BoJ guidance, bond markets are forcing repricing—reshaping carry trades, FX &global capital flows. https://t.co/1PZ0mVN9Xh
japantimes.co.jp
Weak yen might have convinced the central bank that now is the time to make a move.
BOJ lifts rates to 0.75%, the highest since 1995, signalling confidence in sustained wage-led inflation. Japan’s exit from ultra-easy money is real, but Ueda’s caution keeps the yen weak—policy normalisation without a rush, markets recalibrating slowly. https://t.co/zJlTlZcdJR
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BOJ lifts rates to 0.75%, the highest since 1995, signalling confidence in sustained wage-led inflation. Japan’s exit from ultra-easy money is real, but Ueda’s caution keeps the yen weak—policy normalisation without a rush, markets recalibrating slowly. https://t.co/zJlTlZcdJR
reuters.com
The Bank of Japan raised interest rates on Friday to levels unseen in 30 years, taking another landmark step in ending decades of huge monetary support and near-zero borrowing costs.
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