Last year we launched Singularity One to study the sectors that could become large profit pools for India. The aim is to understand where India is building deeper capabilities and where that could create long-term investment opportunities.

India imported 78% of the mobile phones it consumed in 2014. Today, it manufactures 99.6%, and mobile phones have become India’s largest single export item. At SS 2026, Mr S. Krishnan, MeitY, joined Mr Yash Kela, Founder & CIO, to discuss what comes next for Indian electronics.

As India-Japan ties continue to strengthen, investor confidence is growing alongside them At #SingularitySummit2026 Rajeev Kannan, SMBC, shared how Japanese business leaders are travelling to India to evaluate long-term investment opportunities instead of relying on delegations

India’s financial services opportunity is getting more selective. At SS 2026, Mr Madhusudan Kela, Singularity AMC; Mr Rajeev Kannan, SMBC; Mr Jaideep Hansraj, Kotak Mahindra Bank; and Mr Sanjay Shah, Morgan Stanley India, discussed credit, underwriting and AI.

“Gachiroli should be known to everyone as an investor. Today the ore which can be processed and taken out will at least reduce 30 to 35% of energy required in making steel.” At SS 2026, Mr B Prabhakaran explained why India’s mining opportunity is about extraction and processing.

What does it take to build a mining business where trust and access are hard? At Singularity Summit 2026, Mr. B Prabhakaran, Lloyds Metals & Energy, joined Mr. Rajat Verma, Lohum, and Mr. Madhusudan Kela, Singularity AMC, to discuss how trust and processing shaped his approach.

The AI race has only begun, and the scale of spending may not determine the winners. At Singularity Summit 2026, Mr. Amitabh Kant and Mr. Mohandas Pai focused on India’s opportunity to build sophisticated AI and software with less computing power.

What will power India’s next decade of growth? At Singularity Summit 2026, Amitabh Kant (NITI Aayog), Mohandas Pai (Aarin Capital), Ridham Desai (Morgan Stanley), Madhusudan Kela (Singularity AMC) and Rajiv Memani (CII & EY India) covered manufacturing, investment and AI.

When the Windsor launched in October 2024, only 12% was localised. Today, it is 45%, with JSW MG Motor targeting 88% by the end of next year. At Singularity Summit 2026, Mr Parth Jindal explained how manufacturing and selling in rupees can improve EV economics in India.

Parth Jindal chose underperforming businesses to build his own operating identity. At Singularity Summit 2026, he spoke with Mr. Dhruv Goyal and Mr. Madhusudan Kela about ownership, pricing discipline, India’s growth opportunity and JSW Motors push to localise up to 88-89%.