A seismic shift to an era of open geopolitical predation is unfolding, with profound implications for nations and markets
The new year will see a new quick commerce company list, raising stakes in a corner of the economy that's seeing high growth rates
The current reforms overdrive by the government signals 'a policy shift towards diversification, structural reforms, and attracting long-term capital'
India's economy just posted growth in Q2 that beat every forecast, but the real story is messier than the headline
With the EPS downgrade cycle over and a confluence of positive factors emerging, the seeds for a market upswing may finally be sprouting
The September quarter results may be largely irrelevant--sandwiched between export front-loading before Trump's tariff deadline and consumer spending deferred for the GST cuts. Much depends on how soon we can pull out the rusty nail of Trump's tariffs
In a week where the fault lines of markets, technology, and policy all seemed to move at once, the only certainty is that change is now a constant
The latest trade move may mark the most serious test of the India-US relationship in decades
As geopolitics reshapes trade flows and domestic data reveals cracks in demand, markets are adjusting unevenly—pricing in policy shifts while grappling with earnings ambiguity
Markets find Leonard Cohen's cracks of light amid Trump's tariff threats and India's subdued earnings season
Halfway into 2025, global markets and the economy continue to defy forecasts of doom with defiant cheerfulness
India's economy grew 6.5 percent in FY25, with a robust 7.4 percent expansion in Q4 despite global headwinds and domestic uncertainty, signalling underlying resilience
The Trump regime, with its erratic and shifting policies, will continue to reshape markets in unpredictable and often disruptive ways
As markets cheer temporary truces, the real story is America's struggle to navigate a world where its dominance is fading, and systemic chaos reshapes global trade and power structures
Our markets are dancing through the chaos. Nobody does it better than India. Believe me
Policy uncertainty indices are near all- time highs, yet market volatility indices do not reflect that. Does this signal investor confidence, or are markets under-estimating the problem?
With Trump's policies threatening to rock the world and with the Indian economy slowing down, we need an extraordinary budget to Make India Great Again
January 20th will mark a new era in international relations, with the US having no compunction in throwing its weight around both on allies and adversaries
The problem is not that growth is slowing from the immediate post-pandemic period, which is understandable, but that it's well below the average GDP growth rate between 2013-14 and 2028-19
India's valuations have cooled in the last quarter of 2024, but the IPO queue does not seem to be thinning
Simply put, the markets expected not one but two Santas--Santa Trump and Santa Powell
The state of the world at present echoes that of the 1930s, this time with nukes