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41 ARTICLES
The hidden debt behind rural India’s ‘prosperity’
How well rural consumption is doing is subjective. What isn’t subjective is how growing indebtedness, combined with stagnant income growth, is creating a tinderbox for households, banks and consumer companies that no one is talking about.
12 Jan 2026
Young consumer startups are forcing a reinvention of India’s FMCG giants
The country’s changing market dynamics are pushing consumer goods giants to acquire young startups. We look at why—and whether—it works for both sides.
21 Dec 2025
GST reforms trigger MRP adjustments and price cuts across sectors
The government has allowed manufacturers to revise prices on unsold consumer goods; meanwhile, auto companies have announced major reductions following tax-rate changes.
09 Sept 2025
An uneventful Reliance AGM that could not have been otherwise
Everyone seems to be disappointed with the company’s annual general meeting. With hands full and businesses that need further nurturing, this was not the time for big-bang announcements. And so it was.
29 Aug 2025
Hindustan Unilever names Priya Nair as CEO
She is the first woman to lead the FMCG giant and takes the reins from Rohit Jawa, who is stepping away after just two years in the role.
10 Jul 2025
Coffee startups who don’t make coffee. But then who does?
Hyderabad-based CCL Products has helped most Indian coffee startups find their feet by supplying instant coffee to them. Can it do the same for itself?
25 May 2025
It’s time fund managers fell out of love with underperforming HUL
The consumer goods giant’s performance has been in a funk for a long time. Fund managers need to stop giving it a long rope.
01 May 2025
HUL, Nestle India report tepid Q4 results
The packaged goods giants point to rising cost of production and sluggish urban demand as the reasons.
24 Apr 2025
India’s mad rush for protein products needs a reset
Startups and legacy FMCG players are increasingly launching packaged food rich in protein, but rampant misselling is spoiling the party.
09 Apr 2025
FMCG giants are stepping up their quick-commerce game
Packaged goods companies are working on their strategies and packaging, as well as launching new products, to cater to consumers on apps.
10 Mar 2025