India
The world’s most populous country, building a tech and manufacturing base large enough to be discussed as the real China alternative.
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Jul- 2026 -4 JulyCapital
Asia is spending billions to bury just-in-time manufacturing
Japan's ¥243.5 billion supply-chain program and India's ¥1.97 trillion PLI scheme signal a permanent shift toward regional redundancy over efficiency, with costs heading to consumer prices.
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2 JulyTech & AI
Microsoft’s new undersea cable bets India’s AI future on Southeast Asia
The I-2SEA system will connect India to Malaysia and Singapore by late 2029, supporting a projected fivefold surge in data centre capacity that will reshape cloud routing across Asia.
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Jun- 2026 -30 JuneCapital
India raises export insurance to keep Gulf trade flowing
The state insurer ECGC lifted commercial-risk cover to 95% through September 30, absorbing more default risk so banks keep financing shipments to West Asia despite settlement disruptions.
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29 JuneCapital
India’s biggest cities launched more homes as buyers disappeared
Housing sales across India's top seven metros fell 6% year-on-year to 90,715 units in Q2 2026, while developers launched 106,000 new units, pushing unsold inventory to a record 616,000 units.
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29 JuneEarth
Asia’s harvest is about to fail on a warmer planet
The FAO warns a strong El Niño arriving within weeks will cut staple-crop yields across South and Southeast Asia, threatening 8.8 million people in 22 countries even as adaptation money…
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27 JunePower
India reopens Bangladesh corridor, but South Asia stays walled
New Delhi restored tourist visas for Bangladeshis on June 28, 2026, but the region's intraregional trade remains stuck at 5% of total trade—a fraction of East Asia's 50%—because visa rules…
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27 JuneTech & AI
India’s chip independence bet depends on a region it cannot control
Tata Electronics' $10.9 billion fab in Gujarat needs helium from Qatar and bromine from Israel—inputs now caught in West Asia shipping disruptions that could delay production by six to twelve…
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26 JuneEarth
India’s green economy is booming. Its coal consumption keeps rising.
India generated $110 billion in green revenue in 2025 at a 20% annual growth rate, but coal still powers 73% of its electricity and consumption reached 1.06 billion tonnes.
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25 JuneEarth
One Indian biogas plant runs at triple the industry average. That’s the real story.
Gruner Renewable Energy's Satna facility produced 23.5 tonnes of compressed biogas daily at 120% capacity, while most Indian CBG plants operate at 40–50%, raising questions about whether the model can…
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24 JuneCapital
China just became the world’s oil price setter
By cutting imports three million barrels per day during the June 2026 Strait of Hormuz crisis, Beijing deployed one billion barrels in reserves to prevent the price spike markets had…
