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Pointing to the Future

India’s Opportunity to be a Beneficiary of the US-China Trade War.  The trade war between the US and China has dramatically upended global supply chains, throwing open an opportunity for India to play host to a range of export-oriented manufacturing units moving out of China.

U.S.-India Insight: A Growth Agenda for India.  The ongoing U.S.-China trade fight presents a unique opportunity for India to capture more investment as global firms diversify—but with limited time with various crucial reforms demanding immediate attention to get into the deal flow.

US-India Relations at the Crossroads.  Leaders on both sides need to chart out a pragmatic vision of what is achievable over the next half decade, with details of concrete steps to be taken along the way in order to operationalize the vast potential in Indo-U.S. strategic relationship.

Why Trump and Xi Will do a Deal.  The President faces running through 2020 with sharply rising prices on goods from China, no increase in China imports from the United States, an alarmed stock market, and troubles in farm states without a deal with China. These factors are likely to lead to a restart of trade talks between the US and China the coming months.

Moving India to a New Growth Trajectory. With annual economic growth of about 7% has almost become commonplace, the country is now in danger of suffering from a degree of complacency. To eliminate poverty and achieve upper middle-income status by around 2035, India must elevate its growth trajectory to the next level

Modi Government Now Has Political Capital for the Big Reforms.  The prominence accorded to national security during the campaign, has given the Modi government an opportunity to bring about far-reaching reforms in defense policies from reforming the security architecture and structuring the armed forces to strengthening the defense industrial base.

The Promise of Impact Investing in India.  India has a current financing gap of over US$500bn to achieve its 2030 sustainable development goals.  Closing this gap will require not just private capital, but money this is spent well and harnessing private capital for good.

It’s Time for Indian Railways to Take the Reform Track.  To ensure the Indian railways meets the requirements of a soon-to-be US$5tn economy, it needs two types of reform: administrative, to improve services, safety and efficiency; and engineering, to improve cost and environmental effectiveness.

The Edge that Indian Companies Could Wield in Africa.  Given Indian companies’ experience in building profitable enterprises in their home markets, they are more likely to have the imagination to see Africa’s unmet needs as opportunities for growth, and the long-term commitment to build businesses of meaningful scale.