How has India's economic position changed over the past decade according to Rajeev Chandrashekhar?

Opinion 05 December 2025

Speaking at a meeting called 'Viksit Bharat Ambassador Meet' in Pune, Rajeev Chandrashekhar, who is a Minister in charge of technology in India, said something important. He mentioned that in the last ten years, India has improved a lot and now it's the fifth biggest economy in the world.

He also talked about progress in the semiconductor sector. In the last two years, the government got proposals for investments worth Rs 2.50 lakh crore from big companies that make computer chips. This is good news for India.

Chandrashekhar mentioned that India is becoming an example for other countries because of its fair policies. The government wants to keep improving things and the Prime Minister has a goal for India to become 'Viksit Bharat'.

In 2022, Prime Minister Narendra Modi announced a policy about semiconductors. This got a lot of attention from around the world. Now, many big semiconductor companies are interested in investing in India. Just two years ago, India wasn't even seen as an important part of the semiconductor industry.

Bespoke Investment Services,
Portfolio Design and Execution

Portfolio Design

My portfolio design services acts as a bridge between strategic allocation theory and real-world implementation. It brings flexibility in scope (asset class level or full SAA), a collaborative working style, and the advantage of ongoing specialist input.

Strategic Practical Collaborative

Global Overview

My portfolio solutions services help investors design portfolios tailored to their specific circumstances and objectives.

The approach combines quantitative and qualitative methods with implementation planning.

Investors are supported by associate strategists and asset class specialists at every stage.

Focus Area	What You Get
Tailored Objectives	Portfolio design aligned to specific funding goals, risk tolerance, and constraints.
Blended Methods	Quantitative modelling plus qualitative judgement for robust, real-world decisions.
Specialist Support	Associate strategists and asset class specialists embedded through the process.

From Theory to Practice

Strategic Asset Allocation (SAA) is essential but often leaves a gap between theory and real-world results.

My portfolio design advisory services aim to bridge this implementation gap.

Investors use these services in two main ways:

Asset class/sub-group level (e.g., Equities, Growth Portfolio, Absolute Return Portfolio), often tied to manager selection.
Granular portfolio design with SAA review, aligning top-level allocation with detailed structuring.

Mode	Best For	Outcome
Asset Class Level	Refining a specific sleeve such as Equities or Absolute Return.	Clear mandate design and manager selection alignment.
Granular + SAA Review	Top-down to bottom-up consistency across the whole portfolio.	Integrated structure that links strategic targets to implementable building blocks.

Working with Clients

Services act as an extension of the client’s team.

Recommended working group format:

I provide structure and analysis.
Client maintains control of the decision-making process.

I recognise that implementation varies by asset class and evolves over time.

Step	Your Role	My Role
Define Objectives	Set targets, constraints, and timelines.	Translate into measurable design criteria.
Design & Analysis	Provide input and preferences.	Structure, model, and stress-test options.
Implementation	Approve direction and pace.	Plan for managers, mandates, and execution.

Latest Market Musings

All
Markets
Stocks
Cryptocurrency News

Gold at $4K - What Next?

09-Oct-2025

Gold often features in my portfolio considerations, but the key question now is whether I’ll be adding to that exposure at these levels.

Madrid and Dubai Property Bubble Warnings Sounded by UBS

26-Sep-2025

Every year I make a point of looking at UBS’s Global Real Estate Bubble Index. Real estate isn’t a sector I invest in directly — it’s not my special...

Why I'm Looking at Swiss Pharma as This Equity Rally Broadens

24-Sep-2025

The past six months have been all about US tech. The S&P 500 has soared to record highs since April, up more than 12% this year, with AI-d...

SOL Rebranding: Hype Risks Outpacing Business Reality

23-Sep-2025

I want to flag something that's bugging me, because I'm seeing a pattern emerge; one that looks eerily familiar if you were around in the dot-...

Equity Strategy & Implementation

For family funds & charitable trusts

Research-led equity allocations that blend manager research, ESG integration and practical portfolio design—turning analysis into decisions you can implement tomorrow.

Comprehensive coverage: global, style and thematic sleeves.
Actionable design: mandates, fees and execution mapped out.
Ongoing oversight: monitoring with clear trigger points.

Explore Equity Research

ETF Strategy & Services

For families, individuals & trusts

Diversified, cost-aware portfolios using Exchange Traded Funds—clear design, disciplined selection and practical execution to enhance efficiency without sacrificing oversight.

Efficient diversification: broad market, factor and thematic exposure.
Selection discipline: fees, liquidity, tracking and structure assessed.
Ongoing oversight: rebalancing, reporting and governance clarity.

Explore ETF Services

Crypto & Digital Asset Strategy

For family funds & charitable trusts

Responsible exposure to digital assets, combining portfolio design, manager research, risk-based controls and trustee-grade governance—so you can diversify without compromising oversight.

Measured diversification: allocations that complement existing portfolios.
Implementation-ready: providers, custody and phasing mapped out.
Governance first: clear policy, documentation and monitoring.

Read the Prospectus