I am really happy to see this newsletter on week days and free to read. This is a summary of the Bloomberg India newsletter by Menaka Doshi. I was catching up on the weeks' newsletters and here are some stories that caught my attention.
The Big Move into Asset Monetization
The Indian government is looking at a massive $184 billion goal by monetizing assets like roads and ports. This is a significant shift in how the country handles its finances. Instead of just owning everything, the state is acting more like a landlord to pull in liquidity. For the next five years, the real test will be whether the regulatory environment stays stable enough to keep investors comfortable.
Source: Bloomberg India (Feb 24)
AI and the IT Reskilling Challenge
Raghuram Rajan brought up a point that resonates: the survival of Indian IT isn't about the AI itself, but how fast people can learn to work with it. We are moving past the hype and into the hard work of training. In five years, the companies that thrive will be the ones that treated their people as the primary asset to be upgraded, not just the software.
Source: Bloomberg India (Feb 27)
Trade Volatility: The Solar Example
The recent back-and-forth on Trump tariffs shows just how fragile the export market can be. Solar makers like Waaree had a rough week because of this uncertainty. Even though India got a temporary break from some tariffs, the market reaction tells us that we should expect this kind of turbulence to be the new normal for a while.
Sources: Bloomberg India (Feb 25) | (Feb 23)
References (MLA 9)
Doshi, Menaka. "India Eyes $184 Billion From Monetizing Stakes in Roads, Ports and Other Assets." Bloomberg, 24 Feb. 2026, https://www.bloomberg.com/news/newsletters/2026-02-24/india-eyes-184-billion-from-monetizing-stakes-in-roads-ports-and-other-assets.
---. "Raghuram Rajan Sees Indian IT Firms Reskilling to Adapt to AI." Bloomberg, 27 Feb. 2026, https://www.bloomberg.com/news/newsletters/2026-02-27/raghuram-rajan-sees-indian-it-firms-reskilling-to-adapt-to-ai.
