India’s leading IT services companies, TCS, Infosys, and Wipro, are treading cautiously on demand from the US, despite rising optimism about the US driving stock markets there to all time highs. The management teams of these IT giants remain guarded in their portrayal of the situation and demand in their largest market, emphasizing the need […]
India’s leading IT services companies, TCS, Infosys, and Wipro, find themselves at a critical juncture as the rapid rise of generative AI and its potential to disrupt traditional business models casts a shadow over the industry’s future. While the management teams of these IT giants paint a picture of resilience and opportunity in the face […]
Recent stock market trends have drawn eerie comparisons to the period leading up to the infamous 1929 crash that triggered the Great Depression. The chart above overlays the S&P 500’s performance from January to October 1929 against its trajectory from January 2023 to February 2024, and the similarities are striking enough to give even the […]
Noida-based Dixon Technologies, one of the leading domestic contract manufacturers, expressed strong confidence in quadrupling its business over the next 4-5 years, indicating an expected growth rate of 35-40% annually. During the company’s Q3FY24 earnings call, Managing Director Atul Lall responded to a question on how Dixon views the future growth potential with its strengthened […]
As Kolkata-based retailer Spencer’s Retail charts its recovery, the company has turned its attention to aggressively expanding its presence in select regional strongholds. After rationalizing its pan-India store network over the past few quarters, Spencer’s has now outlined detailed plans to zone in on three key geographical clusters for growth – Eastern UP, West Bengal, […]
India is again seeing an outbreak of farmer protests over demands for minimum support prices for farmers. Many economists and experts have called MSPs an outdated mechanism to provide pricing and income support to farmers and protect them from sharp fluctuations in the market. We examine the experiences and lessons learnt by other countries that […]
Leading omni-channel retailer Shoppers Stop registered a steady 4% growth in total sales for the third quarter of FY24, despite demand headwinds impacting India’s retail sector. The growth was driven by non-apparel categories like beauty and watches/fragrances, which offset continued weakness in apparel sales. Shoppers Stop’s beauty business achieved record quarterly sales of INR 262 […]
Royal Enfield, the two-wheeler division of Eicher Motors, is preparing for an exciting lineup of new motorcycle launches over the next few years. With a rich 120-year history and a strong heritage in building classic styled motorcycles, Royal Enfield has seen a resurgence in popularity and sales growth in recent years. However, it is also […]
This is the second of a multi-part series on cryptocurrency, examining the dream and promise behind cryptocurrency, the evolution of the technology, the challenges faced by it on the way, and finally, its future. It is suggested that you read the first part before reading this. The premise behind Bitcoin and the blockchain was inspiring […]
This is the first of a multi-part series on cryptocurrency, examining the dream and promise behind cryptocurrency, the evolution of the technology, the challenges faced by it on the way, and finally, its future. You can read the second part here. Cryptocurrency: The Dream In 2008, in the midst of the global financial crisis, a […]
To understand the Jewish-Palestinian fight, one has to travel back 3,000 years to the time of the Pharaohs and trace the long history of the Jewish people
Recent Reserve Bank of India (RBI) data on a sharp fall in savings rate of Indian households during the last financial year has created a lot of controversy. Critics of the current government alleged that the sharp fall in savings rate to 5.1% of GDP — the lowest in 47 years and considerably lower than […]
An analysis of the fund flows this year so far shows that a whopping 42% of FII’s total inflows into India’s public market in 2023 have been into into passive funds
As big groups like Adani, Ambani, Tata and L&T make moves on the hydrogen fuel sector, an analysis of the relative strengths of hydrogen fuel cell technology and battery technology suggests that the HFC technology is likely to turn out to be the long term winner. The analysis suggests that battery-based technology will definitely dominate […]
Maruti Suzuki has enjoyed an enviable position in the Indian automobile market for decades. The company has dominated car sales in India since the 1980s, capturing over 40% market share consistently. However, recent developments have raised concerns that Maruti Suzuki may be headed down the same path as Nokia and Kodak – complacent incumbents who […]
The wait for an electric motorcycle from Royal Enfield may be about to come to a close soon, but the company is considering venturing out of its traditional segment. The iconic motorcycle maker is working on an all-new electric vehicle platform and could look beyond its traditional mid-sized segment when it launches its first electric […]
India’s two-decade long efforts to offer itself as an alternative to China in electronics manufacturing is finally finding success, thanks to a variety of global and local developments
Homegrown electronics manufacturing services company Dixon Technologies is betting big on domestic IT hardware production under the government’s production-linked incentive (PLI) scheme. With approvals in place, Dixon is poised to manufacture laptops, tablets, all-in-one PCs and servers in India. Dixon started operations in 1993, commencing with the assembly of colour televisions. Over the years, the […]
India’s manufacturing and services sector activity continued to expand at a robust pace in August 2022, as per the latest Purchasing Managers’ Index (PMI) data. The manufacturing PMI rose to 58.6 in August from 57.7 in July, while the services PMI moderated slightly to 60.1 from 62.3 in the previous month. Nevertheless, the strong PMI […]
India imposed import tariffs on PCs, laptops and servers recently to spur local manufacturing and lower security threats from China, but getting the policy to work is easier said than done
