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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.
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
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.
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.
Adani's Teflon Coating Wearing Thin?
Adani's Teflon coating is wearing thin as US bribery charges and market scepticism cast a shadow over the conglomerate's future, despite its history of weathering controversy.
Adani's Teflon Coating Wearing Thin?
Adani's Teflon coating is wearing thin as US bribery charges and market scepticism cast a shadow over the conglomerate's future, despite its history of weathering controversy.
India's Underinsurance Problem Demands Attention
India's insurance industry faces a growth paradox–booming premiums but low penetration. Although there is a need to reach underserved populations, selling insurance profitably without overpromising is crucial.
Modi Stocks, Trump Tariffs, and the Unpredictability of Geopolitics
CLSA and Citigroup's duelling reports unveil the futility of predicting India's market maze amid Trump's tariff threats and geopolitical turbulence.
