Economic consequences of the West Asia conflict
The last six years have been unusually volatile and uncertain for the global economy. The COVID shock, Russian invasion of…
Robust macros and improving micros bode well for markets
Economic outcomes are the consequences of economic policies. For more than a year, India has been focusing on implementing growth-stimulating policies and…
GST cuts make a difference
Corporate India continues to report anaemic growth in its topline. Partial data suggest that net sales grew by…
De-dollarisation – The great rotation!
As finance professionals, we often find ourselves at odds with economists. Brilliant thinkers who have spent their lives…
Look beyond short-term geopolitical crises
We are living at a time when Lenin’s famous words, “there are decades where nothing happens; and there…
A volatile start to 2026: Global tensions and domestic strength
The opening weeks of 2026 have brought a stark reminder of how quickly global uncertainties can overshadow domestic…
Investments pick up hesitatingly
Financial statements published by non-finance listed companies indicate an uptick in investments. As of 30 September 2025, the aggregated net…
Threats and opportunities in 2026
Stock market returns, globally, have been impressive in 2025. The return from MSCI World Index up to early…
India’s underperformance is a passing phase
A much-discussed topic in stock market circles now is India’s underperformance this year relative to other major markets.…
FMCG cos: Sales growth slows, margins rise
Growth in sales of fast-moving consumer goods (FMCG) companies slowed down in the quarter ended September 2025. Several…