11 ARTICLES
Consumption took centre stage, while some sectors got more attention than others. But Nirmala Sitharaman’s budget failed to enthuse the markets.
02 Feb 2025
Budget 2025-26 backs off from supporting the economy when it is badly needed, choosing instead to play to the gallery. What next for consumption?
01 Feb 2025
With few growth levers and new spending compulsions, a constrained government went for the lone bright spot: the stock market.
23 Jul 2024
Income inequalities have put the onus of consumption growth on a small group of buyers. But this growth is tapering, leaving companies competing for pieces of a stagnating pie, with serious costs.
22 Jul 2024
Short on specifics and long on rhetoric, the interim budget ends up an empty exercise that ignores both imperatives and expectations.
01 Feb 2024
With retail inflation still over 7%, people in lower-income groups have cut back on essentials while those who are better off are prioritizing expenses.
30 Jul 2022
Runaway fuel prices will be ruinous as will the market regulator assuming the role of investment banker.
24 Feb 2022
The proposal to tax virtual digital assets sparks concerns and FB pulls the plug on yet another project.
04 Feb 2022
The good news is that our annual budget now recognizes climate change as a priority. The bad news is that there is a long way to go.
02 Feb 2022