The RBI's new rules curb credit to proprietary trading firms, causing short-term pressure on brokerage stocks while aiming to protect systemic stability.
India is launching an ambitious highway-building program funded largely by private investors, aiming to improve efficiency and free up public resources.
Ray projects that India will out‑pace every other nation over the next ten years, driven by infrastructure, low debt, and a young talent pool. He stresses that the country’s macro‑indicators are already aligned for a rapid expansion, and that young Indians can position themselves to ride this wave. The insight is a blend of data‑driven forecasting and practical advice for the next generation.
India faces a double-edged trade environment: steep US tariffs, a newly signed EU free-trade pact, and a shifting Chinese manufacturing landscape that together reshape its export strategy.
Historical patterns of resource extraction under colonial rule have left institutional scars. The British model prioritized raw-material export over domestic development, a legacy that still shapes India's economic architecture.
China's rapidly ageing population is eroding its manufacturing edge, creating openings for India and other low-cost producers. The shift reshapes global supply chains and could accelerate a re-balancing of industrial power.