Kavita Sharma writes on the economics of zero-to-one thinking — what it takes to build something genuinely new rather than copying what exists. Her beat spans startup strategy, venture capital, and the structural conditions that let monopolies form or fail. She tracks how the Silicon Valley playbook translates (and doesn't) when Indian founders try to run it.
Recent work
Aviation Fuel Fund Shows India's Market-First Approach to Sector Support
The Centre's new aviation turbine fuel price stabilization fund allows airlines to choose participation rather than mandating compliance, reflecting a market-oriented approach to supporting India's aviation sector during fuel price volatility. The scheme sets benchmark rates while preserving competitive dynamics.
India's Luxury Hotels Reshape Domestic Travel as Rupee Pressure Drives Staycation Surge
ITC Hotels, The Leela, and Marriott are rolling out premium staycation packages targeting affluent Indians reconsidering overseas holidays amid West Asia disruptions and rupee weakness. The shift strengthens India's domestic hospitality sector while reducing foreign exchange outflows.
Europe's Financial Instability Threatens India's Capital Flow Strategy
The European Central Bank's latest Financial Stability Review highlights growing risks from geopolitical stress and energy supply disruptions, with implications for global capital flows and emerging market financing costs. India faces potential spillover effects through trade disruptions and foreign investment volatility.
India's AC Makers Bet on Summer Heat as Cost Pressures Mount
India's consumer durables sector faces a crucial summer season as companies like Blue Star, Voltas and Havells bank on harsh weather to drive AC demand recovery after a weak FY26, but rising input costs and limited pricing power threaten margin expansion despite volume growth potential.
India's Streaming Giants Face Global Consolidation Reality Check
The global streaming industry's consolidation wave hits India as platforms like Shemaroo Entertainment acquire regional libraries and Atrangii OTT partners with Amazon MX Player. Industry experts signal a shift from growth-at-any-cost to sustainable monetization strategies.
West Asia War Squeezes India's Sports Manufacturing Hubs
Sports goods manufacturers in Punjab and Uttar Pradesh are struggling with sharp increases in raw material costs due to West Asia conflict disrupting petrochemical supplies. Key materials like HDPE have risen 60% while manufacturers face pressure during peak domestic demand season.