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From the Byju’s flameout to the fresh Adani tempest, The Morning Context helped cut through the clutter around the big developments in Indian business.

The retired banker wants India’s top companies to invest in AI. But the capital, ambition, and urgency simply aren’t there.
A string of deals and bets signal the ride-hailing company’s ambition to dominate delivery, but questions and challenges remain.
As growth in equities cools, asset managers are looking to embed themselves in payrolls, payments, and credit. This raises their influence, but also the stakes.