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Consumer Insights Driving Mondelez India’s Playbook Across Chocolates, Biscuits and Quick Commerce
In this week’s special edition, Govindraj Ethiraj speaks with Nitin Saini, CMO at Mondelez International, on how a shift in consumer behaviour is recalibrating innovation, pricing and distribution across chocolates and biscuits.
AI Panic, Budget Shocks, And India’s High-Stakes Bet On The US
From the AI sell-off to a landmark trade deal with Donald Trump, New Delhi is trading fiscal concessions for a closer American alliance, while leaving domestic R&D and social unity behind.
Proven KG Basin to Iffy Andaman: A $10 Billion Gamble For Ultra-Deepwater Crude
With over 88% import dependency, India's state oil companies are investing massively in offshore drilling, balancing safe bets in proven basins against risky frontier exploration.
Sensitive Sectors Will Remain Protected In Trade Deal: Piyush Goyal
India says agriculture and dairy remain protected under the US trade deal, even as tariff cuts are announced and key details await formal documentation.
India’s Small-Car Revival Hands Maruti Volume, But Not Certainty
A rare tax cut sparked a 50% surge in Maruti’s small-car sales, but experts argue whether this policy-driven revival is a sustainable turnaround or a fleeting spike.
Budget 2026-27 Tariff Changes Likely to Boost India-US Trade: GTRI’s Ajay Srivastava
Budget 2026–27 customs duty changes improve market access for US firms while lowering input costs and boosting India’s export competitiveness.
Fiscal Virtue, Growth Be Damned: Budget 2026 Misses A World In Flux
The Budget prioritised fiscal discipline over investment appeal, cutting the deficit to 4.3%, but markets reacted sharply, sliding 1,100 points.
Budget 2026 Draws Mixed Reactions: Growth Push Welcomed, Sectoral Gaps Flagged
Industry welcomes Budget 2026’s growth push and fiscal discipline, but flags gaps in jobs, housing and higher market participation costs.
Budget 2026 Highlights: Sitharaman Courts Big Tech, Deepens Chip Push
Sitharaman’s ninth Budget backed tech with tax breaks, curbed F&O via higher STT, but disappointed markets and neglected jobs, agriculture.
Budget Must Prepare India for Fractured World Despite Economic Survey Optimism
With global conflicts, trade fragmentation and technology rivalries deepening, India’s Budget must turn projected resilience into concrete investments in security, innovation and energy transition.
India’s EU Pact Won’t Work Without A Home-Grown Reset Of India Businesses
The trade agreement opens Europe’s doors to Indian exporters, but the real battle will be fought at home — in factories, supply chains and compliance systems that must adapt to some of the world’s toughest rules.
Oil Glut Fears Built On Bad Math, Warns Energy Analyst Anas Alhaji
Alhaji notes that institutional forecasts have a long history of inaccuracy regarding consumption trends.
