Writing Room
India’s Semiconductor Moment
From Design Hub to Chip Contender: India’s Semiconductor Moment
If data is the new oil, semiconductors are the refineries of the digital age, powering everything from smartphones to automobiles. As the world emerged from Covid-19 lockdowns, most countries were victims of semiconductor shortages. India was no exception. Consumer electronics became 15-30% more expensive, and the 5G rollout was delayed by a couple of years. It was a sharp wake-up call for Indian policymakers to pursue Aatmanirbhar Bharat (Self-reliant India) in one of the world’s most strategic and critical sectors: semiconductors.
The Redemption Facility (Q&A)
Our next biennial redemption facility takes place on 28th November 2025. This document contains some simple questions and answers that may be helpful to shareholders.
The quiet revolution in India’s savings is unfolding not in gold or real estate, but in mutual funds…
Over the past decade, India’s key growth narratives have centred around three pillars: 1) favourable demographics 2) structural reforms and 3) robust digital infrastructure development. One of the positive fallouts of this is the exponential surge in assets of India’s mutual fund sector.