Longreads
2562 ARTICLES
Reliance’s growth engines may be losing steam
Telecom and retail, which account for half the conglomerate’s revenue and most of its valuation, aren’t accelerating fast enough to justify their price tags.
16 Jan 2026
Why SoftBank has shunned India
For one of the world’s largest and shrewdest investors to entirely skip putting money in the country is a sign of how quickly the nature of the Indian startup ecosystem has changed.
15 Jan 2026
Jio Financial is learning from Bajaj Finserv and that should worry Aditya Birla Capital
Alongside a decent set of numbers, the Mukesh Ambani-helmed financial services co. has articulated a long-term playbook that could reshape the competitive landscape of financial services.
15 Jan 2026
As its core weakens, Groww looks elsewhere
Ropes in US-based State Street as an investor in its AMC business—part of a diversification drive into longer-term growth lines.
14 Jan 2026
Bajaj Housing Finance could use a dose of risk
The NBFC’s stock has fizzled a fair bit since its dream debut despite doing all the right things. Competition, circumstances and conservatism are ailing it.
13 Jan 2026
Reliance’s battery plans run into a China wall
Mukesh Ambani’s $10-billion bet faces a harsh reality: much of the clean-energy stack still sits overwhelmingly in Chinese hands.
13 Jan 2026
The hidden debt behind rural India’s ‘prosperity’
How well rural consumption is doing is subjective. What isn’t subjective is how growing indebtedness, combined with stagnant income growth, is creating a tinderbox for households, banks and consumer companies that no one is talking about.
12 Jan 2026
Venture capital hits record highs in the Middle East
The region is bucking the emerging markets trend, influencers flocked to Dubai over the weekend and Oman has some new goals.
12 Jan 2026
How HealthKart pulled off a D2C pivot to success and profits
In a winner-take-all market, horizontal e-commerce companies should have decimated HealthKart’s reason to exist. In a remarkable turn of events, not only has the company persisted but it is also growing and profitable.
11 Jan 2026
India needs to stop courting the US and look for a solid plan B
It’s never a good sign when your foreign minister needs a lobbyist to meet US officials. The recent events signal a breakdown in the Modi government’s ability to operate in today’s Washington through its own machinery.
09 Jan 2026