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Davos 2026: Development Politics Comes of Age in India

In the crisp Alpine air of Davos, Switzerland, the World Economic Forum's annual summit 2026 (January 19-23) unfolded not merely as a global economic conclave but as a vivid tableau of India's evolving political landscape. India's largest-ever Davos delegation—featuring four Union ministers, the National Security Advisor, chief/senior ministers from at least ten states, and over 100 CEOs—descended upon the Swiss town, transforming the India Pavilion into a bustling arena of bipartisan pitches and billion-dollar MoUs.  This spectacle, far from being incidental, confirms and amplifies a thesis I explored just before the summit: development is no longer a peripheral agenda in Indian politics but a structural competitor to identity-based mobilization. As mass mobility reshapes voter horizons and comparative governance becomes the norm, states are compelled to court private capital with unprecedented zeal. Even those governed by traditionally socialist parties—Kerala, Karnataka,...

When the Mountains Answer Back: Reflections on Uttarakhand Snowfall and the Limits of Alarmism

After four long months, Uttarakhand finally received rain and snow today. Not the heavy, headline-grabbing kind, but a quiet, steady settling of a white sheet across Uttarakhand's mountains, hills, slopes, and valleys. From my balcony, I saw parked cars' roofs & bikes' seats,  my  neighbour’s garden across the street, the green hills nearby, and the brown rocky mountains afar—all enveloped with a white coating. Daily sights, gently redecorated by the winter. This moment has arrived against the backdrop of an oddly confident media narrative: repeated warnings of a 'snowless' winter in Uttarakhand. The implication was clear—something had already been lost. Yet, watching the snow rest calmly on my neighbourhood and beyond, I feel that this media alarm is misplaced. The Problem with Season-Centric Alarmism Snowfall in the middle Himalayas has never been linear or evenly distributed. It is episodic, governed by western disturbances that arrive in bursts, not on a cal...

Development as Political Strategy: Why Davos Matters for Indian Politics More Than We Think

At first glance, the announced participation of record ten Indian state governments at the upcoming World Economic Forum (WEF) summit in Davos (19-23 January) would look like a familiar investment-attracting exercise—chief ministers, ministers, and senior bureaucrats; and panels, meetings, and memorandums. Yet this moment deserves closer scrutiny. What makes it analytically significant is not that Indian states are seeking investment abroad, but that even laggard and structurally constrained states like Jharkhand, Kerala, Assam, and Madhya Pradesh now feel compelled to compete openly for capital, jobs, and enterprise. States do not collectively change behaviour unless political incentives change. The Davos rush is therefore not merely an economic phenomenon. It, I argue, is a signal of a deeper transformation underway in India’s political sociology. Beyond Identity Arithmetic in Political Sociology For decades, state-level politics in India has been interpreted primarily through the le...

Weaving India's Textile Future: Policy, Progress, and Pop Culture

In the ever-evolving tapestry of India's economy, the textile sector stands out as a vibrant thread connecting tradition with modernity, and agriculture with global trade. As we step into 2026, the Central government's ambitious policies are reshaping this industry, promising innovation, thousands of entrepreneurs, millions of jobs, and export dominance. Let's unravel this story. Minister Giriraj Singh's Vision for a Transformed Textile Sector In his article titled "India’s new global positioning in textiles", published in The Financial Express on December 12, 2025, Minister Singh paints a comprehensive picture of the sector's evolution under Prime Minister Narendra Modi's leadership over the past 11 years. He describes textiles not merely as a manufacturing hub but as a lifeline for millions—from cotton farmers in rural fields to urban entrepreneurs and weavers.  Key reforms highlighted include a staggering 173% surge in cotton procurement by governme...

Storage as Strategy: Completing India’s Solar Revolution

From Inverters to Innovation: The Micro Storage Revolution India’s energy transition has so far been framed around two poles: grid-scale storage and household rooftop solar. But a new layer is emerging—on-site, micro storage for homes, farms, and SMBs/SMEs. Several companies have recently stepped into this space: - Honda–OMC Power: Repurposing EV batteries into modular storage units for SMEs, schools, and rural enterprises. Backed by Japanese investors, this creates a circular economy model while empowering small institutions with reliable backup power.   - Exide Industries: Long known for inverter batteries, Exide has expanded into solar batteries and mobile energy storage systems (200–400 kWh), designed for SMEs and community-level facilities.   - Jakson Green: Offering Battery Energy Storage Systems (BESS) integrated with solar and wind hybrids, targeting homes, SMEs, and institutions.   - Ola Electric: Today launched Ola Shakti, a home and SMB battery s...

Supervising the Machines: How India Can Turn AI-led Disruption into Strategic Advantage

In the whirlwind of India's AI-driven transformation, the narrative is shifting from mere job creation to a profound reconfiguration of work itself. As highlighted in a recent report by Foundit, AI is fueling a hiring surge—projected to reach 380,000 roles in 2026 alone—while automating up to 40% of tech tasks.  Companies like Tata Consultancy Services (TCS) are leading this charge through backward-integration strategies, building sovereign AI infrastructure from data centers to custom chiplets, positioning India not just as a service provider but as a global AI backbone. Yet, amid this optimism lies a critical question: How do we ensure this evolution empowers humans rather than displaces them? In this blogpost I explore the rise of supervisory roles in AI workflows and propose policy recommendations to cultivate the T-shaped framework to build the talent pipeline to thrive in this human-AI hybrid era. The AI Job Shift: From Clerical to Supervisory Layers AI's expansion isn...

From Back-Office to Backbone: TCS, Data Centres, Chiplets, and the Future of Sovereign AI

For four decades, the story of Indian IT was primarily a story of human labour. We were the world’s "back office"—a relentless army of IT specialists performing outsourced work on other people’s machines, in other people’s clouds. But as we enter 2026, Tata Consultancy Services (TCS) has quietly pulled the trigger on a strategy that ends the era of labour arbitrage, and begins the era of Infrastructure Arbitrage . TCS is no longer content just doing the work. They are backward-integrating to own the silicon , the power , and the space where that work happens. The "HyperVault" Strategy: Building the 1 GW Grid The pivot began with the incorporation of HyperVault AI Data Center Limited. While traditional IT companies are scaling back on physical assets, TCS—partnering with private equity giant TPG in a ₹18,000 crore joint venture—is building a 1 GW AI-ready data center network. To put 1 GW in perspective: it is equivalent to India’s entire data center capacity just a ...