I began this year by writing about the challenges facing India this year as Trump’s tariffs take effect and cause a global economic slowdown, from which India too will not be immune. Then in February 2025, I wrote about the Indian Union Budget which I thought was desperate to push growth, including by cutting taxes… Continue reading Time for India’s Economy to Become More Competitive
This month and the previous one in the New Year, Indian companies have been reporting their quarterly earnings for Q3 FY25. They have been along expected lines in the sense that they are much more muted than in previous quarters and years. Much of this can be explained by the effect of the Covid pandemic… Continue reading India Inc Caught Between Slowdown and Innovation Inertia
After the highs of corporate earnings in the first half of 2022, we ought to be prepared for a more moderate showing in this, the last quarter of India’s fiscal year 2023. The slowing down or moderation in corporate earnings follows from a slowdown in economic activity, and especially due to the positive base effects… Continue reading What India Inc’s Earnings Tell Us About the Indian Consumer
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
It has been around three decades since Indian companies started going global. First, was the Aditya Birla Group, followed by the Tata Group, Mahindra, Godrej, Airtel, Reliance and many more. What does their internationalization tell us about their brands globally, and have they even begun thinking of themselves as multinational brands? The one strange feature… Continue reading Indian Brands in the Global Arena
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 