The India Opportunity — September 2026
A deep dive into why global investors are pivoting to India — and what needs to change to sustain the momentum.
Sensex crosses 90,000 for the first time in history — markets at record high
Infrastructure as destiny: the railway, road, and port investments reshaping India's economic geography.
Published: 31 July 2026 · Volume 12, Issue 8 · 80 Pages
Infrastructure as destiny: the railway, road, and port investments reshaping India's economic geography.
India enters the mid-2020s with an economic transformation spanning manufacturing hubs, high-speed logistics corridors, and digital infrastructure that reaches every village.
“The structural realignment of supply chains has placed India at the center of the next global industrial cycle.”
In this special 84-page edition, our correspondents from New Delhi, Mumbai, Bengaluru, and Tokyo unpack the policy frameworks, investment patterns, and ground-level realities.
State-level competitiveness has become the new frontier. Regions offering streamlined single-window clearances and clean energy infrastructure are capturing unprecedented capital allocations.
By Editorial Board
By Rohit Sharma & Ananya Rao
By Policy Research Desk
By Vikramaditya Sen
By Meera Nambiar
By Special Feature