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

Health of India Inc During Covid-19

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