Monitoring the situation ™️
Mumbai
Joined March 2008
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SK retweeted
India is seeing a sharp rise in the number of first-time hotel owners and hospitality entrepreneurs.
m.economictimes.com/industry…
SK retweeted
Meanwhile, the big churn within the Election Commission over last 20 months
State of flux amid SIR
Record number of Chief Electoral Officers replaced, Dy Election Commissioners shuffled
Do read @EconomicTimes
m.economictimes.com/news/ind…
Lovely trip with @EconomicTimes colleagues to @MercedesBenzInd Chakan plant. Got to see the beautiful machines getting made in state of the art facilities, and a day peppered with insights on luxury, consumer, marketing and product from bossman @santiyer, a fine combination of passion and expertise; ops head Vyankatesh Kulkarni, sales and marketing head Brendon Sissing, and others.
SK retweeted
Finally, the Election Commission announces the long pending annual Spl Summary Revision across 17 states/UTs to ensure young voters join the official electoral roll in Jan 2027
Delay in doing so was a serious point of difference within the Commission
Details in below story👇🏻
Why are 16 states/UTs awaiting the usual annual Spl Summary Revision of electoral rolls?
Rift in EC over necessity
1981 Hegde case to AG opinion at crux
Meanwhile, J&K, Ladakh, HP with 2024 era roll, Bihar with a Sept ‘25 one
@ETPolitics
m.economictimes.com/news/pol…
‘Those sources have apparently nicknamed her diary “The Devil Wears MAGA”.’
Kimberly Guilfoyle is threatening to bring the Trump family down with her following her shock firing this week, insiders say. thedailybeast.com/trump-insi…
Proud moment for ET’s Joel Rebello @joel_rebET who first broke on 15 July that Fairfax bid of Rs81 was acceptable to the government. Getting the scoop on pricing of what’s the largest all-time stake sale by the state is no small feat. Kudos Joel!
economictimes.indiatimes.com…
SK retweeted
2/2:
Full interview with Jonathan Gray unpacks three critical signals institutional investors are watching:
1. AI Infrastructure vs. 90s Telecom Bubble:
Telecom was high-debt and supply-driven. Today’s AI compute buildout is funded by the strongest balance sheets on the planet (Microsoft, Amazon, Google) against real, excess enterprise demand.
2. Indian IT Services Evolution:
Domestic IT firms are pivoting rapidly into enterprise AI deployment and workflow re-architecture, becoming the integration bridge for global Fortune 500s, not getting disintermediated.
3. Private Credit Discipline:
Despite global rate hikes, private credit in India has avoided systemic stress due to tight LTVs and genuine mid-market demand.
Gray’s core point: Global alternatives don’t allocate $100B on sentiment. They allocate where domestic market depth guarantees an exit.
India’s deepest advantage is no longer just 7% growth, it’s transparent liquidity.
@blackstone @investindia
@makeinindia @DPIITGoI
By @sruthijith
SK retweeted
.@blackstone has $100-billion plans for India in 5 years. 💰
“After the US, India is the easiest place to list a company.” - Global COO Jonathan Gray
• $50B already deployed → targeting $100B.
• 14 portfolio companies taken public.
• Built 5 of India’s 6 REITs.
• Domestic markets up ~5.5x over 20 years.
While short-term FPI volatility dominates headlines, Gray’s assessment is structural:
• The Liquidity Moat: PE only scales where capital exits cleanly. Having listed 14 domestic firms and cleared billion-dollar block trades without disrupting secondary pricing, Blackstone views India's deep domestic bid as a critical structural moat.
• Builders Over Buyouts: Unlike the West, capital in India must build physical capacity. Blackstone’s $100B pipeline targets hard assets: hyperscale AI data centers, renewable energy corridors, logistics, private credit, and retail infrastructure.
• Earnings Over Sentiment: With GDP growth at 7%+ and corporate earnings compounding in the mid-teens, Gray argues public markets can quickly re-rate once quarterly execution cuts through macro noise.
Private capital scales only where it can exit cleanly. Blackstone has already proven it can.
@blackstone @NSEIndia
@investindia
Cc: @FinMinIndia
By @sruthijith
1/2...
#PrivateEquity #Blackstone #CapitalMarkets #IndianEconomy #Infrastructure
Detailed interview 👇
SK retweeted
At a moment of profound global changes, India is emerging as one of the world's leading engines of growth. At the @BBGNewEconomy Forum this week in New Delhi, business and government leaders from around the world will come together and build connections dedicated to solving problems and seizing opportunities.
Read more in my piece for the @EconomicTimes: bit.ly/4yLFMOA
SK retweeted
🔥Six months of hard work, one big celebration!
Over 300 luminaries of India’s startup ecosystem convened on October 9 for the ET Startup Awards, honouring the nation’s entrepreneurial vanguard.
@samidhas @manutoms @sruthijith @vinaypandeyET @deepshikhasET
👇
SK retweeted
Thank you Piyush ji, @PiyushGoyal, for your insights into the twists & turns in the India-US relationship, #H1B and green card restrictions, India’s trade negotiations, energy security, & global opportunities for startups.
#ETStartupAwards @sruthijith @EconomicTimes
During the fireside chat at the @EconomicTimes Startup Awards held in Bengaluru, I spoke at length about various topics, including the India-US Trade deal negotiations, India-EU FTA, India's energy security, and the global roadmap for Indian startups, among others.
Also gave away the ET Startup Awards to winners across eight categories and urged them to think global. Assured them that the government will extend all support to them to capture the global mindspace through Indian talent, expertise, and innovation.
📹 youtube.com/live/XpPeEE02YZI
Happening now:
Commerce and Industries minister @PiyushGoyal interacting with founders and executives on the sidelines of @EconomicTimes Startup Awards.
Lalit Keshre, Mukund Jha, Manu Chandra, Harshil Mathur, Saurabh Bothra, V Vaidyanathan, Aryaman Birla, Irina Ghose, Vidit Aatrey, Pallavi Mohadikar of Palmonas, Pallavi Shrivastava of Progcap, among others in attendance
Four south Asian surnames, four Asian surnames and one European surname. Founding team of three is one of each. World’s hottest consumer AI startup.
.@Instinct just raised $1 billion Series C at a $10 billion valuation…with <10 employees.
So naturally I had to take a deeper look at who these 9 people are.
I created a list that includes:
- Current position at Instinct
- When they joined
- All previous company experience
- Education experience
- LinkedIn URL
- Location
- Select emails
These folks have a front row seat to one of the fastest growing tech companies this year.
Many of them will go on to build their own startups one day. Knowing them early will be critical as every VC and angel will be vying to get in their fundraising rounds.
This type of information gives anyone a HUGE advantage in staying ahead.
In case you want to check it out with any other company: harmonic.ai/try
cc: @harmonic_ai
#harmonicpartner
SK retweeted
I asked @MrKRudd yesterday, after his fireside chat with MP Harsh Singla, about how is it that Xi Jinping took that really hard call in 2016-17 to shift China's focus to frontier tech. (Dr. Rudd has done a PHD on Xi Jinping's ideological worldview.)
His response: Xi surrounds himself with scientists and technologists, and someone got through to him that this is the future to build. And he listened to them.
