More than half of 2025 is over and we’re almost about to enter the last quarter of the calendar year. It’s time to assess which way the global economy is headed because the last time I wrote about it, it was just after the IMF and World Bank Group Spring Meetings in the US in… Continue reading Which Way Go-eth The Global Economy?
Even as a new administration takes over in the US under the presidency of Trump and as most advanced economies look forward with plans to boost growth in 2025, the year has actually begun on a sombre note for many of them. That’s because their high fiscal deficits and high levels of debt are causing… Continue reading Soaring Borrowing Costs for Economies Everywhere
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
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
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
It is corporate earnings season once again! And while we wait for major corporations the world over to declare their earnings, we are also watching India Inc’s earnings report for the September 2023 quarter, which falls just before the festive season in India. In fact, because Diwali is slightly later than usual this year, we… Continue reading India is Bucking the Economic Slowdown, Or Is It?
Just three years ago, at the start of the Covid-19 pandemic, many including The Economist were writing about governments getting bigger. Governments did indeed get bigger, as it was their responsibility to control the pandemic and provide relief to vulnerable families across the world. While the kinds of relief and stimulus packages differed from country… Continue reading What Ails Private Sector Investment?
It wouldn’t be wrong to say that corporate India has had a good run for the past few years. Ever since the generous tax cuts given by the government in 2019, in order to boost investment, that is. We have yet to see the investment commensurate with such tax breaks, but that their earnings have… Continue reading Possible Reversals Ahead for India Inc
After one of the longest and the most severe Covid-related lockdowns, how is the reopening of the Indian economy faring so far? And what is the news from India Inc so far telling us about its health and that of the economy? Well, if the lockdown was nationwide, the reopening has been not just phased,… Continue reading Health of India Inc During Covid-19
Peripatetic Perch 