The world has gone through so much turmoil since the start of this century of all kinds - economic, political, environmental and health-related - that it’s worth sparing a few moments to think about the role of the United Nations and the work that it does. Most of the time we take the UN for… Continue reading Making the United Nations Fit for the 21st Century
I last wrote about Europe’s economy about five months ago and I had said that the EU needs to come to grips with the geo-economic challenges that it faces. In that piece, I had focused on the deep dependencies that Europe has developed with large powers such as the US and Russia, and perhaps also… Continue reading Could European Reforms Go Wrong with the Rise of the Far Right?
Only recently I wrote about corporate India’s earnings for the June quarter of FY27 which were reasonably good, although one must point out that the effects of the Iran war hadn’t fully been felt in the June quarter. Now, it’s time for us to look forward to the September quarter of FY27, which will probably… Continue reading What is the State of Brand India Inc?
After my two articles earlier this year on the global economy, I think it is time to reassess the economic situation that prevails around the world and what can be done about it. I don’t think any discussion on the global economy can take place right now without US tariffs, geopolitical tensions and the Iran… Continue reading Global Economy in the Grip of Bad Policies
As corporate earnings stream in for Q1 FY27 they seem to be suggesting that revenue growth is good, albeit weakening, and that margins are under pressure. This is hardly surprising since most companies do not seem to have responded to rising prices of inputs and commodities with price increases. Therefore, margins are under pressure, though… Continue reading The Strong Profits, Weak Investment Conundrum of the Private Sector
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Having written and shared my thoughts on several brands and companies on my blog for many years, and having embarked on a more focused Brandology exercise this year, I thought it’s perhaps time to share my thoughts on how brands are actually connected with companies and explain my thinking a little more. Brands and companies… Continue reading Brands’ Connections with Companies Explained
As I write this in Goa, India, Britain is experiencing political turmoil, the kind it hasn’t seen in decades. In fact, it is reported that with Prime Minister, Sir Keir Starmer, stepping down as leader of the Labour Party, UK will soon have its seventh prime minister in ten years. Both the main political parties… Continue reading Getting “Stagnation Nation” to Grow Again
Well, it turns out that the ceasefire between the US and Iran was too good to be true. Just as the world breathed a sigh of relief that the Strait of Hormuz would remain open at least for 60 days while talks between the two countries progressed, the rumblings of war are back again with… Continue reading Rumblings of War Again in The Strait of Hormuz
This is the second assignment I set myself to make amends for not working on enough American brands, after the blog post I shared with my thoughts on Gap Clothing’s brand strategy and ideas last month. It is also timed with America’s 250th Independence Day and year in 2026. As it happens, 2026 is also… Continue reading How Tapestry Can Remake Itself and Build America’s Luxury Industry
