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From Heritage to Market Identity
Cultural industries were once seen as soft expressions of tradition, often confined to local markets and seasonal tourism, but over time they have moved into the center of economic strategy where identity itself has become a tradable asset; historically, India’s crafts, textiles, and artisanal products were embedded in community life…
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The circular Transition
The linear to circular transition is not just an environmental shift but a deep restructuring of how economies produce value and manage resources, and it carries both historical continuity and future disruption in its trajectory. Historically, industrial growth across the world followed a simple path of extraction, production, consumption, and…
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Telecom and the New Everyday Economy
There was a time when telecom meant making a phone call and hoping the line would not drop. Then came the era of cheap data, where the internet quietly entered our daily lives through our phones. Today, something deeper is happening. Telecom is no longer just about connecting people. It…
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From Basic Consumption to Value-Driven Food Systems
The food and consumption sector has undergone a profound transformation over the past few decades, moving from subsistence and basic consumption toward a more sophisticated ecosystem driven by branding, health awareness, and value addition. Historically, food systems were local, seasonal, and largely unprocessed, with minimal differentiation across products. However, as…
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India–China Economic Divergence: History, Structure, and the Question of Direction
India and China began their modern economic journeys under similar conditions of poverty, large agrarian populations, and state-led developmental ambitions, yet their trajectories diverged sharply over the past four decades, creating a visible gap in income levels, industrial depth, and human capital outcomes. China’s growth model evolved through a tightly…
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Reimagining MSMEs: From India’s Cluster Roots to a Resilient Global Future
Micro, small, and medium enterprises form the unyielding spine of economies worldwide, fueling over 40% of India’s exports and employing millions, yet they teeter on the edge as formal digital and global value chains demand rapid evolution. Historically, India’s MSME journey ignited with the 1991 liberalization reforms, birthing cluster-based models…
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Liquidity discipline meeting growth ambition
The financial system today stands at a delicate intersection where liquidity management is no longer just a technical exercise of central banks but a strategic lever shaping the direction of economic growth. Historically, financial systems moved in cycles of excess liquidity followed by sharp tightening, from the post liberalisation credit…
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From Valuation Euphoria to Sustainable Discipline: Rewiring the DNA of the Startup Economy
The Era of Cheap Capital and Narrative-Led ValuationsThe global startup ecosystem did not emerge in its current form by accident—it was engineered by a decade of ultra-low interest rates, abundant liquidity, and a venture capital mindset that prioritized scale over sustainability. From Silicon Valley to Bengaluru, the dominant thesis was…