Now that the first quarter of the calendar year 2024 has ended, it’s worthwhile trying to gauge the state of the global economic recovery from what the corporate earnings seem to be indicating so far. Of course, the March quarter happens to be the last quarter of our fiscal year in India, and we are… Continue reading What Global Inc Is Telling Us About the Economy
Just finished reading an absorbing book on AI by one of its leading practitioners, and I was hoping it wouldn’t be one of those rapturous, ra-ra kind of books on the subject. Thankfully, The Coming Wave by Mustafa Suleyman, founder of DeepMind which Google acquired, and Inflection AI, isn’t one of those kinds of books;… Continue reading Can We Change the Direction of The Coming Wave?
In my previous blog post I wrote about how changes in politics and geopolitics the world over can impact the global economy this year and the next few years at least. Now that the Annual Spring Meetings of the IMF and World Bank have concluded, I thought I’d write about how they see the world… Continue reading The Global Economy According to The IMF and The World Bank
As India prepares to go to the polls tomorrow in the largest democratic exercise in the world, it might be time to also think of elections that have already taken place this year and the others yet to come. I am looking at it from the point of view of the larger political shifts that… Continue reading Where Geopolitics Can Take the Global Economy
Sometime during the Covid-19 pandemic – not a great time for wining and dining, or travel and socialising – I had put my thoughts down on a corporate brand strategy for Pernod Ricard, the world’s No. 2 wines and spirits company. I wrote and shared this on my blog along with corporate campaigns for the… Continue reading Pernod Ricard and Seagram: Reconsidering the Brand Relationship
It’s been a long time since I wrote about the European economy, although I do mention it whenever I write about the global economy. The reason I think it needs a dedicated piece this time is because I think that the continent is too caught up in too many things at the moment and the… Continue reading Amid War and Elections, What About Europe’s Economy?
2020-21 was the year of the decadal census for many countries, including India, as I wrote in a blog post at the time. It was also the year of the dreadful Covid-19 pandemic across the world and India too had introduced strict lockdowns. This, and social distancing norms being enforced meant that the census could… Continue reading How India Loses by Not Holding a Census
A small bit of news during Q3 2023 corporate earnings struck me as curious. That luxury goods sales were slowing down. And not merely because of China’s economic slowdown, but luxury sales even in the US were reported to be lacklustre. If anything, China was still the saving grace. And it’s not just LVMH; Kering… Continue reading Why 2024 Ought to Be the Year of Rightsizing Luxury
I am reading the famous book of Norse mythology called The Edda, said to have originated in Iceland in the 13th century. Or at least it is believed to have been written in the 13th century. The Edda is in two parts: The later Poetic Edda dating from AD 800 to 1100, and the earlier… Continue reading Myths and What We Make of Them
What? There are no 'I's in the global economy, of course. Well, the year has begun with corporate earnings and once again it’s time to turn our attention to these to see what they seem to be telling us about the health of the economy. India’s, and the world’s. From the corporate earnings announced, they… Continue reading The Three ‘I’s to Watch in the Global Economy
Peripatetic Perch 