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The Strategist

Capital allocation, M&A strategy, and long-term planning.

Roles

Corporate Strategy & GovernanceFinancial Planning & AllocationMergers, Acquisitions & IntegrationInvestment & Portfolio ManagementEnterprise Leadership & Board AdvisoryESG & Corporate Sustainability Planning

Account Aggregator Framework at Five: What It Means for CFOs in Indian Financial Services

ESG and FDI in India: A Risk Filter, Not a Reason to Invest

Cross-Border Electricity Trade in South Asia: From Bilateral Deals to a Regional Market

Editor's five

Account Aggregator Framework at Five: What It Means for CFOs in Indian Financial ServicesVarad Diwate · 8 October 2026

ESG and FDI in India: A Risk Filter, Not a Reason to InvestPriya Dialani · 15 September 2026

Cross-Border Electricity Trade in South Asia: From Bilateral Deals to a Regional MarketLalita Subrahmanyam · 6 August 2026

Green hydrogen parity: when green beats grey in IndiaLalita Subrahmanyam · 6 August 2026

The Hormuz problem: how route dependency is reshaping India's energy securityLalita Subrahmanyam · 28 July 2026

Conceptual illustration of hidden data debt inside an Indian M&A acquisition target

Top story · The Strategist

Data Debt: Why India's M&A Boom Needs a Data Audit, Not Just a Legal One

Data: the most expensive thing changing hands in Indian M&A might be the one line item nobody checked

The StrategistThe Intelligence YieldVarad Diwate · 6 July 2026

The Series

Series across TNF India

Live · Part 2 published

BRICS Market Compass

Financial Services · 15 parts

Decoding deals, developments, regulations, and government directives shaping cross-border business between India and BRICS partners.

Live · Part 1 published

The Trust Layer

Financial Services · 6 parts

Who India's financial system trusts, and on what evidence.

Live · Part 1 published

The As-Built

Construction and Infrastructure · 8 parts

What an owner should receive at handover, and what actually arrives.

Analysis

The Strategist

A minimalist vector illustration on a light ash-grey background showing a steel-grey industrial chamber. A stream of teal blocks representing water enters from the left, is cleanly split by a solid terracotta vertical line representing electrical current, and exits on the right as perfectly structured teal hexagons representing pure hydrogen.

The StrategistThe Multinational Mandate

The SIGHT Programme and India’s Green Hydrogen PlaybookLalita Subrahmanyam · 18 May 2026

A minimalist, abstract vector illustration split diagonally by a glowing line. The lower left features disorganized, muted purple-grey geometric shapes representing inefficient legacy systems. Across the dividing line on the upper right, the shapes transform into a perfectly aligned, rapidly accelerating dark blue grid illuminated with bright orange and gold, symbolizing the efficiency and momentum of modern Grade-A logistics networks.A minimalist, abstract vector illustration split diagonally by a glowing line. The lower left features disorganized, muted purple-grey geometric shapes representing inefficient legacy systems. Across the dividing line on the upper right, the shapes transform into a perfectly aligned, rapidly accelerating dark blue grid illuminated with bright orange and gold, symbolizing the efficiency and momentum of modern Grade-A logistics networks.

The OperatorThe Strategist

Grade-A or Left Behind: The Warehouse Divide Reshaping Indian LogisticsLalita Subrahmanyam · 15 May 2026

An abstract, minimalist vector illustration showing a heavy, solid dark-purple monolith on the left being transformed from the inside out. A sleek, highly advanced digital matrix of glowing gold nodes and light blue data pipelines breaks out of the monolith and expands to the right. This visualizes the article's core concept: transforming the heavy, static burden of legal compliance into a fast, automated, and seamlessly integrated engineering system.

The GuardianThe Strategist

DPDP Compliance: The Clock Is Running. Is Your Data Stack Ready?Varad Diwate · 14 May 2026

A sweeping black-and-white aerial view of a massive, multi-layered highway interchange under construction. Bright orange highlights on the concrete barriers trace the active pathways, representing the immense scale and operational execution required in modern infrastructure development.

The StrategistThe Guardian

What Patient Capital Actually Needs From India's PPP FrameworksLalita Subrahmanyam · 13 May 2026

An aerial view of the multi-lane Sewri interchange of the Atal Setu bridge curving over the coastline and urban landscape in Mumbai during a hazy day.

The StrategistBridging the Deficit

From Blueprint to Concrete: Closing India's Infrastructure Execution GapLalita Subrahmanyam · 13 May 2026

A high-altitude shot looking down the straight, wide Bengaluru-Mysuru Expressway. The highway cuts directly between dense urban housing on the left and open agricultural green spaces on the right.

The StrategistBridging the Deficit

India's Next Real Estate Boom Is Being Built on Its HighwaysLalita Subrahmanyam · 12 May 2026

Data Stack Global India. The execution gap: infrastructure does not behave like a building. Construction and Infrastructure, 16 February 2027, Nagpur. Register interest.

In the room

See the 2027 calendar

Live

Data Stack Global India: Construction & Infrastructure

Date: 16 February 2027
Venue: Nagpur, Maharashtra

Delegate details Speak at this event

View the event

Confirmed speakers

Koustuv ChoudhuriTechnical Director, AECOM
Sabyasachi NayakVice President & Head, Design & Engineering Centre, RBF SBG, Larsen & Toubro Limited, Transport Infrastructure IC
Vinod Kumar AgrawalDirector (Systems & Operations), Maharashtra Metro Rail Corporation Ltd

On the agenda

10:50 amOpening discussionFrom break-fix to predicted: what changes when the asset tells you firstWho is accountable for the sensors after the contractor has gone?
11:30 amPanel oneStructure before software: getting your data ready before you buy anythingWho owns the schema when six contractors each brought their own?
12:50 pmWalkthroughCarbon data, from certificate to pourWhere does the carbon claim stop matching the pour?

Live

Clean Stack Forum India: Transport & Logistics

Date: 17 February 2027
Venue: Nagpur, Maharashtra

Delegate details Speak at this event

View the event

On the agenda

11:00 amPractitioner briefingThe Scope 3 mandate: what your customer now requiresWhat do I need to do to stay on the tender list?
11:30 amPanel oneBuilding the backbone: ports, airports, rail and road in a multimodal MaharashtraShould my routing already have changed?
12:45 pmInteractive sessionSustainability scorecard: benchmarking your own carbon and cost footprintWhat is my number, and how does it compare?

The Strategist

Editor's five

Data Debt: Why India's M&A Boom Needs a Data Audit, Not Just a Legal One