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Donald Trump’s Tariff Threats Are Already Unravelling
While the United States president-elect has warned tariffs on countries including India, they would be met with several layers of resistance, including from industries in the US.
Traditional FMCGs Can’t Afford To Lag Behind Big Retail Like Amazon
Amazon's Tez could have implications for retail trade, the logistics industry, possibly for the food processing industry, and for branded food products, among others.
RBI Governor Spoke Of Policy Stability, But It’s The Govt That Needs To Do It
India has not been able to deliver stability that investors press for when it comes to economic policies.
Why India Should Focus On Overall Economic Policy Certainty
India's pursuit of rupee internationalisation faces headwinds amidst slowing economic growth, global uncertainty, and the need for strategic planning and policy clarity
How To Boost India’s Economy? If It Is To Prosper, India Must Urbanise
The three things India’s government must do for the economy to break out of its torpor.
Thermal Power Behemoth To Green Energy Champion? NTPC Faces Uphill Task
It’s a tough ask but paradoxically one that could see the legacy parent company reinventing itself
India’s Skyrocketing Real Estate Prices Will Be A Problem In The Long Run
Fuelled by only the rich buying luxury homes as investment prices of homes have shot up manifolds, and could affect rents too.
The De-dollarisation Debate Heats Up
With Trump threatening tariffs on de-dollarisation efforts, India's pursuit of a BRICS currency and the rupee's global aspirations appear premature amidst slowing economic growth and the need to address domestic challenges.
The Rich Getting Richer Is Creating A Sustained Divergence In India’s Economy
Despite a slowdown in consumption, the investment by the rich is keeping Indian markets strong.
Election Freebies Are A Risk To India’s Economy: Lessons From Maharashtra
If the Ladki Bahin Yojana, that helped to curry favour with Maharashtra voters, is introduced to other states it will only add to India’s fiscal burden.
Essar Group’s Downfall Against Reliance’s Rise Has Lessons On India’s Private Sector
Is the private sector in India truly competitive? The journey of the Essar Group may have some answers.
What Are Urban Indian Consumers Actually Buying? It’s Time To Take Stock
Rising prices and static incomes are driving Indian consumers to cut discretionary spending, despite occasional splurges on perceived value.
