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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.
Missing in Action: Where Have India's Car Buyers Gone?
Maruti Suzuki's chairman warns that India's car market is sputtering, contradicting rosy GDP projections and signalling a potential disconnect from economic reality.
MTNL: Time To Pull The Plug
MTNL's challenges underscore the urgency for government accountability in state enterprise management, requiring liquidation of failing companies and transparent asset disposal deadlines.
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 for businesses, the risk of tariffs always exists thanks to geopolitical scenarios.
India Needs Its Conglomerates For More Reason Than One
Indian conglomerates thrive by diversifying across sectors, ensuring stability, capitalizing on opportunities, and maintaining influence, despite political scrutiny.
The Great Indian Asset Waste: The Jet Airways Story
Jet Airway’s meltdown exemplifies how the state could entangle you if your business were to go under for any reason, which is not really the best advertisement for the ease of doing business.
What Greatness Will Donald Trump Bring To America, And Its Ties With India?
For Trump, then and now, greatness has not been so much economic as it has been social. India should be careful about how it interprets the electoral victory.
Market Hype Fades, India’s Reality Check Arrives
While regulator SEBI has woken up to the prospect of regulating the many get-rich-quick advice dispensers, not all are covered. This is a good time to take stock, quite literally.
