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RDU Global
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[Macro Economy & Fiscal Policy]India’s Nearly $4 Trillion Economy Is Real. So Is Its Per Capita Problem.✦[Big Tech, Cloud & Semiconductors]Breaking the Walled Gardens: How the EU's Digital Markets Act and US DOJ Lawsuits are Forcing Tech Open✦[Cybersecurity & Cyber Warfare]State-Sponsored Ransomware and Subsea Cables: The Invisible Battlefield Underpinning Global Finance✦[Clean Energy & Climate Transition]The Small Modular Nuclear Reactor (SMR) Renaissance: Fact vs. Regulatory Reality in Clean Decarbonization✦[Global Automotive & Mobility]Western EV Stagnation vs. Chinese Export Dominance: Why Legacy Carmakers are Pivoting Back to Hybrids✦[Space Exploration & Commercial Space]The Low-Earth Orbit Bandwidth Wars: SpaceX Starlink, Amazon Kuiper, and the Scramble for Spectrum✦[Defence, Intelligence & Aerospace]The Drone Supremacy Doctrine: How Low-Cost Autonomy is Rendering Traditional Armor Obsolete✦[Big Tech, Cloud & Semiconductors]The Extreme Ultraviolet Monopoly: How ASML’s High-NA Lithography Dictates the Next Decade of Computing✦[Global Economy & Central Banks]The $365 Trillion Debt Trap: Why Bond Vigilantes are Returning to Discipline Western Treasuries✦[Frontier AI & Machine Learning]The Energy Wall Facing Frontier Models: Why Big Tech is Buying Nuclear Power Plants for AI Data Centers✦[Global Trade & Supply Chains]The Chokepoint Dilemma: How Disruptions in the Bab-el-Mandeb and Malacca are Forcing a Supply Chain Reroute✦[Legal, Courts & Regulatory]The Data Protection Regime Takes Shape: How Indian Enterprises are Complying with the DPDP Framework✦[Macro Economy & Fiscal Policy]India’s Nearly $4 Trillion Economy Is Real. So Is Its Per Capita Problem.✦[Big Tech, Cloud & Semiconductors]Breaking the Walled Gardens: How the EU's Digital Markets Act and US DOJ Lawsuits are Forcing Tech Open✦[Cybersecurity & Cyber Warfare]State-Sponsored Ransomware and Subsea Cables: The Invisible Battlefield Underpinning Global Finance✦[Clean Energy & Climate Transition]The Small Modular Nuclear Reactor (SMR) Renaissance: Fact vs. Regulatory Reality in Clean Decarbonization✦[Global Automotive & Mobility]Western EV Stagnation vs. Chinese Export Dominance: Why Legacy Carmakers are Pivoting Back to Hybrids✦[Space Exploration & Commercial Space]The Low-Earth Orbit Bandwidth Wars: SpaceX Starlink, Amazon Kuiper, and the Scramble for Spectrum✦[Defence, Intelligence & Aerospace]The Drone Supremacy Doctrine: How Low-Cost Autonomy is Rendering Traditional Armor Obsolete✦[Big Tech, Cloud & Semiconductors]The Extreme Ultraviolet Monopoly: How ASML’s High-NA Lithography Dictates the Next Decade of Computing✦[Global Economy & Central Banks]The $365 Trillion Debt Trap: Why Bond Vigilantes are Returning to Discipline Western Treasuries✦[Frontier AI & Machine Learning]The Energy Wall Facing Frontier Models: Why Big Tech is Buying Nuclear Power Plants for AI Data Centers✦[Global Trade & Supply Chains]The Chokepoint Dilemma: How Disruptions in the Bab-el-Mandeb and Malacca are Forcing a Supply Chain Reroute✦[Legal, Courts & Regulatory]The Data Protection Regime Takes Shape: How Indian Enterprises are Complying with the DPDP Framework✦
🏢 INDIA DESK

Corporate, M&A & Industry

Conglomerates (Tata, Reliance, Adani, Birla), cross-border mergers, earnings reports and heavy manufacturing.

Tata Family Tussle Puts TVS-Hanno Warehousing Deal Under the Lens as India's AI Bets Deepen
Corporate, M&A & Industry

Tata Family Tussle Puts TVS-Hanno Warehousing Deal Under the Lens as India's AI Bets Deepen

A corporate dispute involving the Tata group has drawn fresh scrutiny to a warehousing arrangement between TVS Motor and Hanno One Warehousing, a company run by family members of Tata Sons chairman N Chandrasekaran. Regulatory filings reviewed by YourStory indicate the deal is more extensive than previously understood, involving a 29-year lease, a build-to-suit structure and a facility in Tamil Nadu's Krishnagiri district. The development comes as India's tech funding landscape shows a sharp concentration of capital into fewer, larger bets and as Google Cloud says India is moving quickly from AI experimentation to deployment, with partnerships spanning consumer hardware, agriculture and commerce.

RDU Global Correspondent
5 min read•6h ago
ESDS Q1 Profit Rises 14% YoY to Rs 29.3 Crore as Revenue Climbs 7%, but Sequential Slump Signals Volatility
Corporate, M&A & Industry

ESDS Q1 Profit Rises 14% YoY to Rs 29.3 Crore as Revenue Climbs 7%, but Sequential Slump Signals Volatility

Recently listed enterprise cloud and AI company ESDS Software Solution reported a 14% year-on-year rise in net profit to Rs 29.3 crore for the June quarter, supported by a 7.3% increase in operating revenue to Rs 133.7 crore. But the numbers also showed a sharp sequential decline from the previous quarter, underscoring the uneven pace of growth even as the stock continues to trade at more than four times its IPO price.

RDU Global Correspondent
4 min read•4h ago
Adani Group Settlement Order Signals Regulatory Closure in High-Stakes Market Dispute
Corporate, M&A & Industry

Adani Group Settlement Order Signals Regulatory Closure in High-Stakes Market Dispute

India's markets are set to watch closely after a settlement order was issued in the matter of Adani Group companies, marking a significant development in a case that has drawn intense investor scrutiny. The order suggests a formal resolution process is now underway, though the broader implications for governance, market confidence and regulatory precedent will depend on the details of the settlement terms.

RDU Global Correspondent
5 min read•11h ago