The Strong Profits, Weak Investment Conundrum of the Private Sector

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

The Three ‘I’s to Watch in the Global 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