Recent analysis
E20 and the Spark Plug: What Ethanol Does to the Cheapest Part in India’s 20 Crore Two-Wheelers
Monday, November 02, 2026
Fuel-injected engines barely notice. Carburetted bikes run about 4% leaner on E20 and hotter at the plug tip, yet no Indian test of plu...
Read the piece →Defence Exports Rose 63% to Rs 38,424 Crore. State Firms Supplied 86% of the Rise, and the 2029 Export Target Is Already Within Reach
Saturday, October 31, 2026
India sold a record Rs 38,424 crore of defence goods in 2025-26, 25 times the 2016-17 level. Public-sector exports grew 151% in a year ...
Read the piece →India Dropped the Last Approvals on Its Data-Centre Tax Holiday. It Never Said What the Holiday Costs
Wednesday, October 28, 2026
An August amendment lets foreign cloud companies claim India’s tax holiday to 2047 without being notified, and on capacity their Indian...
Read the piece →The Supercycle Is in Metals; the 2026 Oil Spike Is a Shock
Wednesday, October 28, 2026
The World Bank expects commodity prices to rise 16 percent in 2026, but most of the jump comes from the blocked Strait of Hormuz, not fro...
Read the piece →Contact Us
Umashankar Triplicane Dwarakanathan
Investment Promotion & Energy-Sector Leader · Chennai, Tamil Nadu, India