EQ Saturday Sapience #47

Equity Intelligence 30th December 2023

India's green hydrogen dreams are ambitious, Narendra Modi is remaking India’s 1.4m strong military, India need to plan ahead for megapolises and across the board—from personal care and food ventures to jewellery and electronics startups—the report card of 2023 has a lot to show for. 

  • India's dreams of transitioning to green hydrogen as a major energy resource may kickstart in 2024 as the government will soon finalise the first batch of companies that will make electrolysers and green hydrogen under the National Green Hydrogen Mission, which aims to create a capacity of 5 metric million tonnes per annum (MMTPA) by 2030Read more 
  • Narendra Modi is remaking India’s 1.4m strong military. The goal is to close the gap with China. India’s growing geopolitical clout is based in large part on a hope that it can balance Chinese power. That makes the modernisation of the partly antiquated Indian armed forces—the second biggest of any country, with 1.4m full-time personnel—a matter of global interest Read more
  • Planning for megapolises: What to expect from infra boom in NCR and Mumbai. In time we might see the Indian equivalent of the Greater Bay area of southern China. It may be time to plan ahead for better outcomes than we have seen so far in India's cities, writes T N NinanRead more
  • Indian consumer story is on a roll. 2023 has been a year of good outcomes for consumer brand startups. Things are only expected to get stronger in 2024...Read more
  • Hubris is as much of a threat as Mr Market.” Barton Biggs