The Take
The Take
The De-dollarisation Debate Heats Up
With Trump threatening tariffs on de-dollarisation efforts, India's pursuit of a BRICS...
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...
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...
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...
Adani's Teflon Coating Wearing Thin?
Adani's Teflon coating is wearing thin as US bribery charges and market scepticism cast a...
Adani's Teflon Coating Wearing Thin?
Adani's Teflon coating is wearing thin as US bribery charges and market scepticism cast a...
India's Underinsurance Problem Demands Attention
India's insurance industry faces a growth paradox–booming premiums but low penetration....
Modi Stocks, Trump Tariffs, and the Unpredictability of Geopolitics
CLSA and Citigroup's duelling reports unveil the futility of predicting India's market...
Location As A Strategy To Manage Manufacturing Costs Is Now Becoming History
While new US president Donald Trump’s plans of tariffs on imports into the US is a worry...
Market Hype Fades, India’s Reality Check Arrives
While regulator SEBI has woken up to the prospect of regulating the many get-rich-quick...
That Sinking Feeling About NBFC Balance Sheets
The NBFC’s losses increased in the past quarters particularly because of the personal loan...
Did India Inc Miss India's Consumer Demand Dip Or Simply Ignored It?
Subtle changes have perhaps led to a slowdown in the economy. Did Indian Inc miss the...
