Analysis on India's markets, regulations, sectors, and research methods — written for the US and EU strategy and investment professionals who need ground-truth, not recycled consultant narrative.
India's FDI landscape is not static. Sector-specific restrictions, data localisation requirements, entity structuring rules, and approval timelines all shift with policy cycles. Most US companies entering India in 2026 are working off a checklist that is at least 18 months out of date — and discovering the gaps during the launch phase, not before it. This briefing maps what has changed, what hasn't, and what you need to verify before you commit capital.
Global Tier-1 consulting firms have India research capacity. They still outsource — selectively, strategically. Here's why the model exists, how it works operationally, and what it means for boutique firms that need the same edge without the headcount.
India's EV market is the most misread opportunity in global mobility. The headline numbers are real. The demand segmentation, infrastructure readiness by corridor, and competitive dynamics are not what the published reports claim. Here's what primary research in NCR actually shows.
Both regions are receiving record FDI. Both have compelling demographic stories. The strategic calculus is not equivalent. This briefing maps the key differentiation points — market access, regulatory friction, cost structures, and competitive dynamics — for companies making a region choice in 2026.
India's data localisation requirements have evolved significantly since the Digital Personal Data Protection Act. US SaaS companies planning India operations face specific obligations on data residency, consent frameworks, and cross-border transfer restrictions. This briefing maps what applies to your product category.
India entry failures follow recognisable patterns. Demand overestimation based on secondary reports. Regulatory surprise after capital commitment. Competitive blindness to domestic incumbents. Location misjudgement that puts you 800km from your actual customer base. Each failure mode is documented — and preventable.
AI-native research isn't a marketing claim — it's a methodology shift. This briefing explains exactly how the Swadhyay research stack uses AI agents for source monitoring, aggregation, and synthesis, and where human verification and triangulation sit in the process. No hype. Just the workflow.
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The annual FDI policy update brings sector-specific changes that are easy to miss in the official gazette. Here's the practical summary for foreign investors and their advisors.
India's National Infrastructure Pipeline is the largest public infrastructure programme globally. This analysis maps which sectors — logistics, energy, urban — capture the majority of disbursements and what it means for foreign investors.
Ahmedabad, Pune, Hyderabad, Bengaluru, Kochi — India's next-tier cities are outpacing the metros on growth, infrastructure investment, and talent availability. The case for expanding the location consideration set.
The Competition Amendment Act introduced material changes to deal notification thresholds and market dominance assessment. Foreign companies with India M&A or partnership plans need to recheck their assumptions.
These briefings give you the framing. A research mandate gives you the evidence specific to your sector, your geography, and your decision. The gap between the two is where bad India entries happen.