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Balance sheets alone do not explain G.D. Birla’s place in India’s story.

Against growing AI anxiety, human connection is what we must hold on to.

As the India AI Impact Summit puts the spotlight on artificial intelligence adoption, our legacy industries are poised to benefit. That is where the big gains will come. But its success will depend on how ready factories are and how well we roll it out. This is the AI moment we must grab.

AI won’t automatically deliver prosperity to India—it could just as easily harden inequality and stall mobility. The real battle isn’t about frontier models, but diffusion, redesign and institutional will. At stake: a dual-speed nation, quiet aspiration collapse—or a truly inclusive Viksit Bharat.

Globally, as digital technology transforms economies, official statistics struggle to reflect economic reality. So too in India. While the ministry of statistics is doing a commendable job of updating its macro gauges, these might soon need to evolve further.

Big AI businesses promise to share statistical insights for policymaking and keep their tools equitably usable across languages and cultures. But lofty pledges won’t relieve antitrust authorities of their role in what’s shaping up as a multi-trillion dollar test case.

Elon Musk envisions space as the future home for AI data centres. That may cut cooling costs and leave terrestrial electricity for humans. The large AI model that we in India need, meanwhile, is a government interface that can serve a billion plus people without routine glitches and Aadhaar failures

China’s Belt and Road Initiative came in for much flak but has evolved. From megaprojects to strategic partnerships, Beijing still has the Global South charmed. If countries are being led into debt traps, they sure aren’t complaining.

Travelling across India and meeting its people is uplifting. It’s inspiring to see Indian students engaging with academic subjects and challenging experts. Yet politics, empty rhetoric and air pollution can quickly dampen spirits.

The India-EU trade agreement is largely rooted in rules of the globalization era. Unlike recent deals struck by the US, it is WTO-compliant. It signals that countries with limited leverage value the mechanisms and principles that must underpin global trade.

India’s consumer price index has finally been updated after more than a decade. The rejection of a key consumption survey had delayed this revision. India now needs an institutional framework to ensure regular statistical updates so policymakers aren’t forced to rely on tools that are outdated.

A proliferation of data centres may serve some purposes, but it's unlikely to help India achieve AI sovereignty. That path is far steeper. We need homegrown AI chips, original models and actual innovation based on first principles. Being the world’s data storage or processing hub won’t get us far.

Maruti Suzuki is playing the price warrior in an EV market that it has entered late. Faced with rivals like Tata, Mahindra, Hyundai, MG and others, can it shift the segment’s dynamics to its advantage? India’s top carmaker has no space for error.
America’s inequality and China’s authoritarianism leave little to admire. Yet a Europe distracted by US tech envy and stuck partly in the past risks missing its moment. Can it do what’s needed to offer the world a credible democratic alternative? Here’s what the EU must fix.
The likely next chair of the Federal Reserve will be judged by his handling of broader market issues, Ross Levine writes in a guest commentary.

While wars and market shocks grab headlines, a slow burn crisis is smouldering: 1.2 billion young people in developing countries will soon seek work, but only a fraction of the jobs needed exist. We must see off a demographic disaster while there’s still time.

As global warming heads for 2° Celsius above the pre-industrial level, climate shocks could constrain productivity, incomes and economic growth. India must take protective action now—before heat, drought and floods turn resilience into a far costlier scramble.

India’s cash in circulation hit a record ₹40 trillion in January, even as UPI transactions scaled yet another peak. What exactly is going on? Four explanations unpack a trend that should both reassure and caution policymakers.

Social sector work has its challenges. Money, power and even sainthood may beckon, but not everyone succumbs. Those who survive seem to share a few traits—role clarity, simplicity and the wisdom not to take themselves too seriously.

In a world that may be on the verge of a power shift, AI’s fusion with satellite networks could have major geopolitical implications. As China and the US race to grab low-earth orbit slots, India must hasten its own AI–satcom push and press for a global consensus on AI warfare curbs.

The highlight of French President Macron’s visit to India is a $40 billion deal for 114 Rafale jets and other arms. It’s a win-win for both countries in various ways—some obvious, others not.

AI-controlled laboratories that can run their own experiments and invent new cures could revolutionize medicine. Yet, such autonomy mustn’t go unregulated. Rogue agents can easily come up with deadly stuff that we may—or may not—live to regret.

Beijing’s plan for more than 200,000 satellites is ambitious alright. If they go into orbit, we could have a space jam within a decade. Yet, these orbiters will remain on paper unless China gets what Elon Musk’s SpaceX boasts of—low-cost reusable rockets.

Unemployment, poverty and inflation numbers make headlines and stir political commentary, but are we deploying data as a credible tracker of India’s progress? Unless we tell our statistical story with clarity, candour and confidence, others could steal the narrative.

India has made clear gains on renewable energy, green hydrogen and climate finance. But ambition alone won’t secure our transition to a net-zero economy. Without stronger governance systems in place and proper fiscal alignment, it could prove a struggle.

The past is fast losing its reliability as a guide to the future in an age of exponentially evolving AI. As error rates drop and autonomous systems rewrite their own code, familiar economic maps begin to blur. Humans evolved to trust their memory, but prepare for an inflection point like none other.

The international AI huddle in New Delhi offers India an opportunity to forge global partnerships in the Global South's favour and push an inclusive agenda. But as geopolitics and business interests loom over the AI race, can this summit make a substantive difference to how this technology evolves?

India’s unemployment rate rose in January, as both PLFS and CMIE data shows. But in an economy marked by informal work and weak productivity, the joblessness count matters less than the quality of jobs. On this score, ‘developed economy’ status seems very far away.

Pilot runs of AI tools that assist farmers work out well but often run into patchy networks while scaling up. Thankfully, at least pathways have been laid, allowing the rapid rollout of Amul’s Sarlaben, for example. But mass diffusion will take much more.

America is struggling to adjust to a sharp surge in upper-end affluence. As more families crowd into the affluent bracket, competition for upmarket homes, private schools and status goods intensifies, raising prices and fuelling a sense of unfairness.

America’s gravest threat may not be China’s rise or dollar fatigue, but forces within that put its greatest advantage at risk—its university system, institutions and capacity for self-correction. Will this empire step back from the brink?

Heard of QuitGPT? The market for AI tools is better contested today, with users switching as mass models converge in capability. Specialized offerings have emerged too: AI agents like Anthropic’s now threaten entire layers of legacy software and services.

The India-EU FTA has been billed as a breakthrough, but tariffs are the easy part. Europe’s carbon border tax remains irrationally heavy while its maze of sustainability and other rules would need India’s export-oriented value chains to adapt.

India’s overhauled consumer price index (CPI) is a big relief. Now that it’s better placed to capture the cost of living as people actually experience it, policy formulation should improve. From here on, the statistics ministry mustn’t let key macro gauges get outdated again.
AI agents eye human jobs as Big AI pushes for artificial general intelligence (AGI). This stirs up a job quota debate. But bigger riddles loom. Will Big AI gain global labour market dominance? Plus, how do we join the winning side of capitalism’s greatest gamble?