At the start of the new year as we wait for corporate earnings season to begin again, I thought it might be worth spending some time thinking about where the Indian economy is headed in 2025 and beyond. We tend to focus on headline GDP growth of the economy all the time, but rarely look… Continue reading Challenges For the Indian Economy in 2025
For the past few years since the Covid-19 pandemic, economic growth around the world has been subject to many constraints, including geopolitical ones, but most of all to cyclical and structural factors as well as to base effects. And every year of economic recovery since the pandemic, we have been speaking of it being the… Continue reading Navigating 2025 the Slowdown Year
The last time the world saw a tariff and trade war it was 2017, in Trump’s first term as President of the US when he took on the world’s second largest economy, China, in a tariff war. It ended with China too imposing retaliatory tariff increases on American imports and before we knew it, Europe… Continue reading The World Economy Bracing for Trump 2.0
After Dubai, yet another oil rich country got a chance to host the UN Climate Change Summit or COP as it is known. I am not sure what the purpose of this is, but an obvious implication is that it would tend to limit conference discussions and deliberations, given that there would be resistance to… Continue reading Ideas for Garnering Private Climate Finance
While the connection between product sales or revenue and corporate performance is obvious and better understood in the world of business, the connection between brands and company performance is not so clear. This is because it is not a direct one. A recent post on LinkedIn and a comment to the post – to which… Continue reading Exploring the Connection Between Brands and Corporate Performance
As the United States of America votes in this most historic and significant of elections in recent history, perhaps we will get to see once again just how divided and polarised the country is. Because it is once again about two competing visions for America, as have the previous two US presidential elections been. Because… Continue reading US and Global Economy on the Brink
We’re into the last quarter of 2024, the year of anticipated slowdown in the global economy. While we’re still awaiting the September quarter GDP growth figures for major economies around the world, it might be safe to say that the worst has been averted. That there isn’t a recession waiting around the corner. A few… Continue reading Reading the Slo-Mo Global Economy
The history of advertising and marketing is probably littered with scores of cases of companies and brands that began with a brilliant invention, but then petered out somewhere along the way. I have myself written about brands like Kodak, Nokia and Philips CDs in my older blog posts, and I am sure there are many… Continue reading Is Being a Pioneer Brand Good Enough?
In India, our festive season got off to a start last month with Ganesh Chaturthi and Onam, and there’s plenty more to follow. We always hear of companies talking about their plans for the festive season and how they intend to boost sales of their products through festive discounts. Even otherwise, we always hear businesses,… Continue reading The Festive Season Economy: Bargains, Bling and BOGOF
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Peripatetic Perch 