gdp
14 ARTICLES
Poorer, salaried classes can’t lift India’s consumption gloom
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
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
Answering the growth question
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
Sitharaman’s conservative budget signals caution for all India watchers
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
Consumption bets in an otherwise bleak market
Amidst the ongoing slump are pockets of hope—companies that are coping better or positioning themselves for an eventual revival.
22 Dec 2024
Everything and everyone belie RBI governor Das's optimism on capex
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
What the Nestlé India chief meant when he said the middle class is shrinking
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
India’s consumption numbers point to strain, inequality
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
Businesses aren’t investing in India, despite government claims
The finance minister may insist that private investment is picking up, but official data shows otherwise. In fact, an increasingly frustrated government could further put off investors.
08 Sept 2023
India’s flailing state
18 Oct 2021