India domestic economy at inflexion point, external tariffs an obstacle
Year till date, as on 15th October, the Indian equity market has delivered a modest 7.1 percent return…
Market messages from megatrends
Economic growth is not linear; it is cyclical. Similarly, stock market trends are also not linear, but cyclical.…
Early birds not representative
Early results from listed companies indicate that the slowdown in sales witnessed in recent times continues in the…
Focus on valuations
We are in a typical VUCA (Volatile, Uncertain, Complex, Ambiguous) world. AI-led technological disruptions are impacting the world…
MGNREGS demand falls, wage rate rises
The demand for employment under the Mahatma Gandhi National Rural Employment Guarantee Scheme (MGNREGS) in July 2025 was…
Global economy in turbulence
During the last five years the global economy has been going through a series of shocks. Events like…
Headwinds of H1 can disperse for a better H2
In H1 CY2025, the Indian stock market rebounded after the subdued H2 CY2024. The rally intensified from April…
Urban employment rises
Labour markets shrank for a second consecutive month in June 2025, and the unemployment rate rose. But the…
Quantitative and qualitative improvement in jobs
Employment grew handsomely in India during the past two fiscal years – the year ended in March 2024,…
Uncertainty is down but not out
President Trump’s tariff tantrums, which triggered crashes in stock markets globally, have been pushed to the backburner, at…