Only recently I wrote about corporate India’s earnings for the June quarter of FY27 which were reasonably good, although one must point out that the effects of the Iran war hadn’t fully been felt in the June quarter. Now, it’s time for us to look forward to the September quarter of FY27, which will probably… Continue reading What is the State of Brand India Inc?
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
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
