16 ARTICLES
Beyond marginal savings for consumers, the promises held out by the GST cuts are a tall order. Maybe even delusional.
25 Sept 2025
Despite the go-go narrative, it is clear that the country’s economic growth is in a funk. What’s more, history shows that further interest rate cuts to fuel stalled growth will be as futile as flogging a dead horse.
04 Aug 2025
Stagnant wages and job growth are straining the economy. The government’s hyped tax breaks can do little to fix what is fundamentally wrong with demand.
14 May 2025
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
Growth is a popular subject that often comes up in discussions between recruiters and candidates across business schools. This is a handy guide to discussing the subject in a holistic, real-world sense.
20 Mar 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
Amidst the ongoing slump are pockets of hope—companies that are coping better or positioning themselves for an eventual revival.
22 Dec 2024
The central bank may be upbeat about revival of investment by Indian businesses, but the RBI’s own data and conflicting views suggest companies are scaling back spending.
07 Nov 2024
The middle income segment—the largest in terms of consumption—may not really be witnessing any reduction in size, but factors such as unemployment and inflation are sure contributing to a sharp dip in purchasing power.
29 Oct 2024
The latest GDP data, albeit impressive, belie the oft-repeated consumption breakout story and green shoots. Even more worrying is the unequal nature of consumption.
08 Jul 2024