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More Noise Than Clarity: Should We Rethink The Quarterly Earnings Cycle?
Donald Trump suggested rethinking quarterly company results—a rare idea with global resonance, including for Indian firms.
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.
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.
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.
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.
India’s Pilot Shortage Looks A Lot Like A Bottleneck
India’s pilot “shortage” may be less about numbers and more about mismatched supply, hiring bottlenecks and a lack of experienced commanders.
GST Rate Cuts Promise Cheaper Goods, But At What Cost?
In The Core Report’s Weekend Edition, Govindraj Ethiraj speaks with S. Ramesh, managing director at Pricewaterhouse & Company and former CBIC chairman, and Krishan Arora, head of indirect tax at Grant Thornton Bharat, on the government’s sweeping GST rate cuts—set to lower prices on essentials, medicines, and consumer goods—while unresolved transition hurdles, dealer losses, and input tax credit issues cloud how much benefit will truly reach consumers.
Engines, OEMs, Delays: Hurdles Still Remain In India’s MRO Growth
Adani’s consolidation is a significant development for the sector, but OEM reluctance, slow turnarounds, and policy gaps still keep India from challenging Dubai or Singapore.
GST Reform Will Boost Consumption, But There Are Some Hidden Costs
The latest round of GST reforms seeks to propitiate consumers by lowering rates they can see, while raising rates they do not directly observe. Visible taxes down, invisible taxes up.
A Badly Timed Diwali Gift: Lessons From Modi’s GST Announcement
Modi’s early GST “Diwali gift” sparked market excitement but cooled consumer demand, dampening festive sales, leaving India’s biggest shopping season with a poorly timed surprise.
Not Just Tariffs, Transshipments May Pose Hurdles In A New World Order
The current global supply chain order took decades to form, and as a new order forms, it could throw up new hurdles like a redefinition of transshipments.
