India's Watch Market Has Three Different Clocks

Bombay, 1978. The Indian watch market runs almost entirely on smuggled Swiss pieces, a state-run watchmaker no one trusts, and a Tata Group executive named Xerxes Desai who's just been handed a near-...

On-Ground Observations: SNEC 2026, Shanghai

The 19th SNEC PV Power & Smart Energy Expo in Shanghai marked a turning point for clean energy. Our research team walked the SNEC 2026, Shanghai floor in person, and the biggest shift wasn't in ...

The Bottleneck Nobody Talks About in the Energy Transition

The energy transition bottleneck was never going to be solar panels.India proved that in 2025, 2.3 TWh of clean electricity curtailed,₹700 crore lost in six months, not because the panels failed bu...

AI Energy Demand: Why Green Energy Is the Only Answer 

One AI query uses roughly 10× the electricity of a normal web search. Multiply that across trillions of daily interactions and you have a new kind of infrastructure crisis, one that solar is th...

India's Energy Risk: Why Green Energy Is the Structural Answer  

India spends ₹4.10 lakh every second on imported oil. 88% of every barrel comes from abroad. India energy import dependency is too high. Which is why green energy is becoming national priority. ...

GREEN ENERGY 2.0 - THE GROWTH INFRASTRUCTURE

India crossed 150 GW of solar last year.And spent ₹4.10 lakh every second on imported energy.Both things are true at the same time, and that tension is exactly where this story lives. ...

Niveshaay Take on India AI Impact Summit 2026

The India AI Summit in New Delhi marked a decisive shift in India’s technology narrative — from ambition to execution. Over five days, the event brought together global policymakers, foun...

India's Solar Manufacturing: Clarification on recent MNRE circular

The Extraordinary Growth Story: India's solar expansion over the past decade has been extraordinary. India had just 4 GW of installed solar capacity 10 year ago. ...

The Battery Show Expo

This year, we had the opportunity to attend The Battery Show Expo, where the entire battery value chain—from cell and pack makers to chemical suppliers and equipment vendors—came together to talk...

Energy's Next Frontier : Inside RE+ 2025

This year, we had the chance to attend RE+ in Las Vegas, where key players from the renewable energy sector gathered to discuss how to meet rising energy demand and ensure grid stability. One theme...

A Milestone Moment in Our Private Equity Journey

When we embarked on our private equity journey six years ago, we set out with a clear endeavor: to back visionary entrepreneurs by providing growth capital at critical inflection points, enabling t...

Key Insights from Smart Metering Summit

India's ambitious goals of achieving 500 GW of renewable energy capacity by 2030 and becoming a net-zero economy by 2070 underscore the critical need for advancements in grid management. The deploy...