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Shares of star performers have taken a beating in recent months. But given the size of the railway opportunity, all indications are that this is just a blip.

A strategic response is needed to tackle the burgeoning trade deficit with China, which reached alarming proportions at $101.02 billion in 2022. What we have instead is a dose of whataboutery from the government.
The cash-rich, debt-light company, which counts the railways as its top client, is riding a wave of an upbeat rail freight market. But will its commercial EV plans come to fruition?
The company is targeting Indian startups with its AI Innovate programme.