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Markets Are Buoyant As Indices Hit Two Month Highs
The markets have absorbed the impact of the tariffs, for sentimental or fundamental reasons
India’s Airport Boom Risks Getting Stuck On The Runway
India’s greenfield airport boom faces delays; Navi Mumbai, Noida projects highlight land, red tape hurdles despite strong ambition and expansion plans.
'Run it hot', The Wall Street Theme Playing Out Here Too
While the economists are focussed on slowing job growth and the impact of tariffs, the core of the trade lies in betting on an economic resurgence
Will Tax Cuts Actually Spur Consumption?
GST cuts will make essentials cheaper, sparking optimism, but India’s consumption boost hinges on whether savings fuel spending or cover survival.
The Tariff Overhang Continues
India is now under a 50% tariff for exports into the US, only similar to Brazil
Why GST 2.0 Could Reignite Indian Consumption
In this week's The Core Report: The Weekend Edition, Govindraj Ethiraj speaks to Suresh Narayanan, former chairman and managing director of Nestle on tax cuts, easing inflation, and shifting consumer priorities that may finally revive discretionary spending across middle India.
Is India Riding A Global Market Boom Or Trailing It?
Data from the US is showing labour market weakness, which is also leading investors to bet that the Federal Reserve has now more room to ease policy
India Can’t Bank On Trump’s Words, It Needs Real Economic Muscle
Meanwhile, the week saw a world in chaos with violent protests in Nepal, the Japanese prime minister resigning, France getting a fifth prime minister in two years, Israel attacking Doha and Russian drones entering Poland.
Desperate Times, Desperate Measures: Behind India’s Investment Frenzy
India’s IPO boom masks distress: retail investors chase stocks and mutual funds amid stagnating incomes and rising inflation, not confidence.
Markets Jump Again
Global stock markets are now tracking higher after all the main US indices closed at fresh record highs on Tuesday
The GST Reform India Needs but Didn’t Get with Arbind Modi
Insights on what it will take to reset India’s tax system, revive competitiveness, and lay the foundation for sustained growth
