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
The world’s second largest economy has mostly been in the news for its slowing domestic consumption and for the overcapacity it has generated in high-tech industries which still keeps powering the economy through exports. While both these are true, it is perhaps time to explore the Chinese economy a little more in detail for it’s… Continue reading What We Can Learn from China’s Two Speed Economy
The Iran war is into its fourth month, when it was supposed to end in 4-6 weeks according to President Trump. And we are all aware of the dangers this prolonged conflict is posing to our economy here in India as well as around the world. India in particular is affected through the external sector,… Continue reading India Must Untie the Economic Knots It Has Tied Itself Up In
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Among the many books I presented my aged father for his 93rd birthday last year, was one by Nobel Prize winning Egyptian novelist, Naguib Mahfouz. Titled The Meaning of Civilisation, it is a compilation of his newspaper articles for Al Ahram and is the second volume in what was originally a 3-volume book in Arabic.… Continue reading Civilisation and Egypt as a Modern State
Peripatetic Perch 