News And Updates

SUSTAINABILITY 3.0: SO WHAT ACTUALLY CHANGES? Dr. Anju Sharma MrsSustainability REPORTING asks: Can you evidence what you claim? RATINGS ask: What does that evidence say about performance, risk & trajectory? SUSTAINABILITY 3.0 asks: Did the investment actually change the business…

INDIA OUTLOOK | THE CAPEX BOOM: FROM CAPACITY TO ROCE Dr. Anju Sharma MrsSustainability India’s transition from public-led to private-led capital allocation is underway, but top-line growth is colliding with return compression. Macro Tailwinds vs. High-Frequency Headwinds Structural Tailwinds |…

What is said creates noise. What is heard creates direction. Whitespace begins where the market has not yet connected the two.” Dr. Anju Sharma

PRICING THE WHITESPACE? Dr. Anju Sharma MrsSustainability Durable value is increasingly being created where structural demand moves faster than capital, capacity, infrastructure, or specialized capability can respond. That is the whitespace & it needs to monitor Systemic Convergence Structural Scarcity…

MSCI moves the map. SEBI is redesigning the road. 📊🇮🇳 Come 1 September 2026, some Indian listed companies will become more relevant to global portfolios—not because their businesses changed overnight, but because MSCI changed their place on the global investment…

Blessings that travel through Happy Rakshabandhan

⚡ 50 GWh Announced. 1 GWh Installed. Should We Still Call It a Gigafactory Race for NamasteIndia? Dr. Anju Sharma JSW is not the only disappointed battery investor. India targeted 50 GWh under ACC PLI. 40 GWh was awarded. Just…

The world has not entered a slowdown. It has entered a sorting phase. Dr. Anju Sharma I have been reading McKinsey, IMF and Bloomberg over the past few weeks. What struck me was not where they agreed. It was what…

FAB_is_VISIBLE but MOAT_is_MOLECULAR? Dr. Anju Sharma MrsSustainability Why semiconductor sovereignty is moving from capex to chemistry. Industrial policy still funds the visible asset the fab while strategic advantage is shifting into the invisible ecosystem around it. A €20B cleanroom photographs…

ASIA_DOES_NOT_HAVE_ONE_ESG_PROBLEM. IT HAS SIX. Dr. Anju Sharma MrsSustainability ESG in Asia is not one report card. It is six stress tests. ✓Carbon is an uninvited auditor. ✓Governance is no longer etiquette. ✓Disclosure is becoming evidence. NamasteIndia’s paradox is the sharpest.…