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Sarah J
@sarah
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10 days
Google’s $15 billion data center commitment has reignited investor interest in Andhra Pradesh, where Chief Minister N. Chandrababu Naidu is pitching a rebuilt state targeting 15% annual growth and $1 trillion in investments over the next decade. He frames US‑India trade tensions and 50% tariffs as temporary, citing potential alignment between Trump and Modi.
Naidu’s agenda spans data centers, green energy, quantum computing, drones, biotech, pharma, and commercial space launc...
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Sarah J
@sarah
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10 days
India’s start-up IPO surge continues as Lenskart’s $821m offer sells out fast but debuts shakily, while Groww (backed by Satya Nadella) is heavily oversubscribed and Pine Labs lines up to list.
A broad slate-from Urban Company to Physics Wallah-has tapped markets, fueling exits for early VC backers after a funding winter. Demand is buoyed by improved regulation and diverse participants, including retail investors, mutual funds, and insurers, driving 43 start-up IPOs by early ...
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Sarah J
@sarah
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10 days
India’s technology landscape is broadening beyond its IT services giants, even as the Nifty IT index falls about 15% amid trade tensions, US visa issues, and AI concerns. IT services remain dominant with projected $210bn exports this year, but heavy cash returns (about 75% of $114bn profits over the past decade) limited investment in intellectual property, leaving SaaS underdeveloped.
SaaS is...
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Sarah J
@sarah
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14 days
German mass-market beauty brand Essence has officially entered India via an exclusive distribution agreement between its parent company, Cosnova Beauty, and Reliance Retail Limited. The move positions Essence—Europe’s number one cosmetics brand by units sold, according to Cosnova—to tap India’s rapidly expanding beauty market with affordable products typically priced between $5 and $10.
Under the deal, Essence will roll out nationwide through Reliance’s specialty beauty arm, ...
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Sarah J
@sarah
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14 days
The AI Hedge: India as a Global Beneficiary
In the face of recent global market instability, particularly the "meltdown" in "air related stocks" (referring to AI-related plays), India presents a unique market opportunity. While global markets have struggled with this volatility, India could potentially be a beneficiary if the bubble bursts, partly because the country has "absolutely no air play to boast of". Currently, India lacks hyperscaler stocks and significant data cente...
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Sarah J
@sarah
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17 days
Andhra Pradesh Industries and Commerce Minister T.G. Bharath on Thursday called for a stronger India–Europe partnership to spearhead the next industrial revolution under “Industry 5.0,” framing the agenda around “technology, talent, and trust.”
Speaking at the CII India–Europe Business Partnership Roundtable, part of the 30th Partnership Summit 2025 in Visakhapatnam, Bharath argued that Industry 5.0 represents a step-change from Industry 4.0, centering responsible industrialisatio...
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Sarah J
@sarah
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17 days
Collins Aerospace, a subsidiary of RTX, has opened a new manufacturing facility in India with a $100 million investment, advancing the company’s strategy to supply global aerospace markets with high-value components and systems.
Located on a 26-acre site at the Karnataka Industrial Areas Development Board (KIADB) Aerospace Park, the Collins India Operations Center (CIOC) will produce seats, lighting, and cargo systems. The company says the site integrates artificial intellige...
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Sarah J
@sarah
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17 days
ndia’s data centre capacity is set to surge fivefold to 8GW by 2030, driven by a wave of digital consumption, cloud adoption, tighter data localisation rules and the rapid build-out of artificial intelligence workloads, according to a sector update by Jefferies.
The investment bank estimates the expansion will require about $30 billion in capital expenditure across the decade and lift colocation leasing revenues to roughly $8 billion—also a fivefold jump—underscoring the mome...
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Sarah J
@sarah
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17 days
Microchip Technology Inc. has expanded its India footprint with the acquisition of 1.72 lakh square feet (approximately 16,000 square meters) of office space in the Export Promotion Industrial Park (EPIP) Zone in Whitefield, Bengaluru, the company announced.
The new site will function as a strategic extension of Microchip’s Bengaluru Development Center and is designed to accommodate more than 3,000 employees over the next decade. The facility will feature modern infrastructur...
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Sarah J
@sarah
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17 days
Amazon Web Services (AWS) on Thursday announced the expansion of its AWS Marketplace in India, enabling purchases and invoicing in Indian Rupees and opening the platform to local technology providers. The move, effective immediately, is designed to cut procurement friction, streamline tax compliance, and speed access to software and services for Indian enterprises.
The rollout allows India-based independent software vendors (ISVs), consulting partners, and system integrators ...
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Sarah J
@sarah
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17 days
US investment banks and asset managers are adding finance roles in India’s major hubs, aligning staffing with tighter US immigration policies and higher visa costs.
In Bengaluru, JPMorgan Chase is recruiting credit support specialists to check loan covenant breaches. Goldman Sachs is hiring associates to review loans tied to assets ranging from commercial property to yachts. In Mumbai, KKR is adding staff to monitor portfolio companies, while Millennium Management is seeking risk analys...
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Sarah J
@sarah
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17 days
Figma is deepening its India footprint with a new office in Bengaluru, aiming to convert the country’s vast developer base from occasional collaborators into core platform users. Long favored by UX and product teams for its browser-first approach, Figma now says roughly a third of its global users are developers—a signal that its design-to-code vision is gaining traction.
“India has such a large population of developers who might not currently think of Figma as their tool,” said Abhishe...
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Sarah J
@sarah
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19 days
Narayana Hrudayalaya’s acquisition of Practice Plus Group (PPG) Hospitals in the UK marks a watershed in the Indian hospital chain’s international strategy: a scaled entry into Europe’s most complex healthcare market with a platform that is already cash-generative, operationally efficient, and primed for technology integration.
The deal-reported between £183 million and £189 million-gives Narayana immediate access to 10–12 hospitals and surgical centres, roughly 330 beds, 37 ...
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Sarah J
@sarah
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19 days
Nexteer Expands India Technical Center to Accelerate Driveline Validation
Nexteer Automotive has expanded its India Technical Center (INTC) with a new 1,900‑square‑meter facility near Bengaluru, adding physical driveline validation capabilities to its established digital engineering hub. Announced on November 7, the expansion is designed to deliver faster, localized production and design validation testing for OEM customers, strengthening quality, speed, and collaboration in the region....
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Sarah J
@sarah
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19 days
Marelli has opened a new technical R&D site in Bangalore on November 5, 2025, expanding its engineering capabilities across electronics, lighting, and propulsion. Located in Embassy Manyata Tech Park, the center complements Marelli’s 2022 Bangalore site and Gurugram hub, bringing India’s R&D capacity to 1,200 people and the country footprint to 15 production sites and 3 R&D centers in 6 cities. The facility includes optics, hardware, and automotive validation labs, plus training a...
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Sarah J
@sarah
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20 days
India’s renewable buildout is outpacing transmission expansion, creating dispatch bottlenecks and project delays. Developers and officials say targets are achievable, but grid constraints are limiting near‑term delivery.
- Capacity and targets: India has reached about 243GW of renewable capacity and targets 500GW by 2030. Transmission expansion sufficient to carry 600GW by 2032 is budgeted at Rs9.15tr (~$104bn).
- Grid bottlenecks: More than 50GW of renewable capacity is strand...
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Sarah J
@sarah
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20 days
India expects to produce about 3 million metric tonnes (MMTPA) of green hydrogen by 2030, reaching its original 5 MMTPA target by 2032, according to renewable energy secretary Santosh Sarangi. The revision reflects delays in export-focused projects driven by global policy uncertainty, particularly in Europe’s renewable targets, which affect future demand for Indian exports.
Near-term use cases tied to global shipping have softened after a key maritime decarbonization mileston...
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Sarah J
@sarah
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20 days
India has become the fastest-growing destination for Italian textile machinery exports in 2025, according to ACIMIT during the ITMA ASIA + CITME exhibition in Singapore.
In the first half of 2025, Italy’s exports to India reached €78 million, marking a 51% increase from 2024 and nearly equalling China’s imports (€78 million), which fell 51% year-on-year.
After a dip in 2024 (€132 million, down 14% from 2023), Indian demand has rebounded strongly, driven by in...
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Sarah J
@sarah
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20 days
In a major boost to India’s global automotive ambitions, Italy has approved Tata Motors’ €3.8 billion acquisition of Iveco, setting the stage for one of the largest cross-border deals in the commercial vehicle sector. The transaction, subject to final antitrust clearances, is expected to close in the first half of 2026.
The Italian government’s conditional greenlight reflects a cautious yet pragmatic approach to foreign investment in strategic assets. Accordi...
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Sarah J
@sarah
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20 days
Germany and the EU are deepening ties with India amid strained US-India relations under President Trump. Germany’s outreach—highlighted by Olaf Scholz’s 2024 visit, €10 billion in green transition funding, and growing student and research exchanges—has strengthened bilateral cooperation. The EU and India aim to finalize a trade deal by end-2025.
Trump’s tariffs, visa restrictions, and interference in India-Pakistan affairs have eroded New Delhi’s trust in Washington. This creates a majo...
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Sarah J
@sarah
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20 days
France’s AI envoy, Anne Bouverot, visited India to deepen bilateral cooperation in artificial intelligence ahead of President Macron’s 2026 Delhi summit. During her visit, she held talks with Indian officials on launching joint AI research labs, a €300 million startup fund, and talent exchange programs. Highlights included a visit to AIIMS, where she witnessed AI-driven tuberculosis detection, and upcoming agreements in Bengaluru covering AI policy, climate research, and ethical AI certificat...
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Sarah J
@sarah
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20 days
India’s proposed tightening of renewable energy regulations may dampen investment in the sector, according to industry letters reviewed by Reuters. The Central Electricity Regulatory Commission (CERC) plans to reduce the allowable gap between committed and actual power supply from wind and solar producers starting in 2026, reaching parity with conventional plants by 2031. While aimed at improving grid reliability, industry groups warn that penalties for deviations could significantly...
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Sarah J
@sarah
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20 days
India may need to raise its sugar export allocation to 2 million metric tons for the 2025/26 season as reduced ethanol production leaves a domestic surplus.
The Indian Sugar & Bio-Energy Manufacturers Association (ISMA) expects output to reach 30.95 million tons, up 18.5% year-on-year. The drop in sugar diverted for ethanol-only 28% of the allocated amount-has created excess supply. Industry groups are pressing the government to approve early exports before Brazil’s new ...
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Sarah J
@sarah
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20 days
An Indian tribunal has lifted the ban on WhatsApp sharing user data with other Meta entities such as Facebook and Instagram, overturning a 2024 order by the Competition Commission of India (CCI). However, it upheld a $25.4 million fine against Meta for abusing its dominant position and imposing unfair terms on users.
The National Company Law Appellate Tribunal (NCLAT) said the CCI’s rationale for the data-sharing ban “was missing altogether,” but maintained the penalty. The c...
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Sarah J
@sarah
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20 days
Novo Holdings, the investment arm controlling Novo Nordisk, is expanding its footprint in India with larger bets on single-specialty hospitals and contract drug manufacturers. Managing Partner Amit Kakar revealed that the firm’s typical investment size has grown from $20–30 million to $50–125 million, backed by a new Mumbai-based team. The company aims to tap into India’s rapidly growing healthcare market, driven by rising demand for specialized care in areas like oncology, maternity, and nep...
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Sarah J
@sarah
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20 days
Japanese automakers Toyota, Honda, and Suzuki are investing over $11 billion to expand car production and exports from India, marking a major shift away from China amid supply chain realignments and growing competition from Chinese EV makers like BYD.
India’s low costs, large labor pool, and pro-business incentives from the Modi government are attracting manufacturers seeking alternatives to China. Toyota plans 15 new models and new plants to boost capacity beyond 1 million v...
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Sarah J
@sarah
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20 days
India’s rapid data centre expansion-fuelled by AI growth and major investments from Google, Amazon, and Meta-is driving massive energy and water demands. With capacity expected to surge 77% by 2027, experts warn that water consumption could more than double to 358 billion litres by 2030. Concentrated in already water-stressed cities like Mumbai and Bengaluru, these centres risk intensifying resource shortages and environmental strain. While India’s low costs and digital ambitions make it a pr...
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Sarah J
@sarah
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21 days
India and Luxembourg have committed to deepening their collaboration in space and science, focusing on burgeoning fields such as quantum technologies, cybersecurity and artificial intelligence. The dialogue, held between India’s Minister of State for Science & Technology and Luxembourg’s ambassador in New Delhi, highlighted India’s evolving innovation ecosystem and Luxembourg’s role as a gateway for Indian space-start-ups into Europe. The conversation also drew on the nations’ long-standi...
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Sarah J
@sarah
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21 days
tl;dr strategy, data
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Sarah J
@sarah
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21 days
Nvidia has joined the India Deep Tech Alliance (IDTA) as a founding member and strategic advisor, contributing technical mentorship rather than direct financial investment. The alliance, which includes Indian and U.S. investors, has pledged a total of $2 billion to support the growth of deep tech startups in sectors like artificial intelligence, semiconductors, space, robotics, and biotechnology in India. Nvidia will provide training and guidance through its Deep Learning Institute, helping I...
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