India’s markets are consolidating into duopolies, with two dominant players controlling nearly 90% of sectors like aviation, food delivery, and digital payments. This concentration, exemplified by IndiGo and Air India, shifts incentives from customer service to market management, potentially harming consumers and innovation. The government is now intervening to foster new competition.
Geopolitics, crude risk and the IT conundrum: Sridhar Sivaram on why investors may need to stay selective
Geopolitical tensions in West Asia are creating market uncertainty, impacting energy supplies and capital flows. While Indian equities have shown resilience, prolonged conflict could significantly
March 5, 2026