Shritama Bose

India’s private capex is held back by many issues -- demand, a post -IBC fear of debt, a next-generation reluctance to run manufacturing and a multitude of alternatives overseas and at home. This column by @ShritamaBose of Reuters BreakingViews captures many of the nuances of this persisting problem. reuters.com/commentary/bre…

Several interesting points made by @ShritamaBose in this insight on @reliancejio's forthcoming IPO, for @Reuters. reuters.com/markets/asia/a…

"An attack on India’s services industry would be more severe. A sharp reduction of IT exports could lead to rocketing inflation and trigger a currency crisis because of the crucial balancing effect services exports have on India’s finances." @ShritamaBose reuters.com/commentary/bre…

Where Breakingviews columnists from around the world tell you what to expect from 2025. From India's growing resemblance to China to why OpenAI will be the meme stock of the year and how and why Satya Nadella may apologise to MS shareholders. breakingviews.com/predictions/

India needs more, not fewer, powerful tycoons, argues @ShritamaBose “The risks of being dependent on a few conglomerates is becoming too big for India to ignore. It's the second time Adani’s problems have spooked the country's markets in two years” | reuters.com/breakingviews/…

Famous last words, maybe, but a set of risks worth flagging.

India’s water stress is a growing sovereign risk - @ShritamaBose - bit.ly/4d52Ltd

Apple’s India ascent is a salve for China woes - @ShritamaBose - bit.ly/4dbgHSh

India’s Russia bonhomie shows limits of bipolarity - @ShritamaBose - bit.ly/3xOTK8m

Shein maps out how to charm the world in India - @ShritamaBose - bit.ly/4ctYT4z

An extremely important story.

Contenders aplenty, but none good enough. It's not easy to recoup a China-sized loss. Fine piece by @KangHexin

Modi’s allies will be new defining force for India - @ShritamaBose - bit.ly/45gMpe8

India may no longer be Narendra Modi’s - bit.ly/458Fjbi - @ShritamaBose

From @Breakingviews: India's exit polls suggest Narendra Modi will secure a third term with a big majority. Raising rural incomes will be high on his to-do list, argues @ShritamaBose reut.rs/3Rda9tM

Breakingviews - A weaker Modi may not be too bad for India reut.rs/3wXrLTg reut.rs/3wXrLTg

Kotak’s IT slap-down points to a system weakness - @ShritamaBose - bit.ly/3UaTnfv

Stakes for India’s election outcome widen - @ShritamaBose - bit.ly/3UqTq85

MUFG and Indian credit scratch each other’s backs - @ShritamaBose - bit.ly/49wprA4

"Still, the world’s powers choose to give Modi all the oxygen he needs to destroy the social fabric and burn India down. To me, this is a form of racism...They don’t believe their professed “values” should apply to non-white countries." scroll.in/article/105594…