Topical Update

Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we explore key trends in India’s deeptech sectors and how our country is making its mark in these highly advanced industries. Negativity surrounding the Indian economy continues to intensify, as evidenced by a sharp decline in Indian stock indices- This drop underscores concerns about GDP growth, […]

Welcome to this week’s edition of TOPICAL WEDNESDAY! This week, we delve into the changing dynamics of the fast-moving consumer goods (FMCG) sector of India. The Indian FMCG landscape is undergoing a seismic shift driven by shifting consumer preferences and fierce competition. From pricing wars to billion-dollar acquisitions, the sector is redefining how companies compete,

Welcome to this week’s edition of TOPICAL WEDNESDAY! This week, we delve into the transformative power of India’s demographic dividend. Discover how this phenomenon has propelled developed nations forward and explore the strategic opportunities that await India as it positions itself to harness this demographic advantage. Dive in for compelling insights that reveal the potential for growth

A Rs. 1,580 crore “oopsie” Welcome to this week’s edition of TOPICAL WEDNESDAY!  This week, we will try to understand the recent mess that came out of Induslnd bank. I think some you were already expecting it. So here we go… IndusInd Bank, the fifth-largest private bank in India, somehow managed to “misplace” ~Rs. 1,580 crore through accounting

Welcome to this week’s edition of TOPICAL WEDNESDAY! This week, we will discuss Ultratech Cement’s (Birla Group Company) bold move to diversify into the wires and cables (W&C) business. UltraTech Cement, a flagship company of the Aditya Birla Group, has made a bold leap into the wires and cables sector, signaling a strategic diversification beyond its cement

Welcome to this week’s edition of TOPICAL WEDNESDAY! This week, we will discuss the journey of KG-98/2 block on Krishna Godavari Basin. India’s reliance on imported oil continues to weigh heavily on the economy. Between February 2024 and January 2025, India spent ~€49 Bn (~Rs. 4.4 lakh crore) on oil imports from Russia alone. With 88% of crude oil and 50% of natural gas needs

Welcome to this week’s edition of TOPICAL WEDNESDAY! This week, we will try to understand the tariffs that may be imposed by the USA on India. Since President Donald Trump’s victory in the U.S. election of November 2024, the world has anticipated significant changes in geopolitics and trade relations—two of the key themes of his campaign. Given

Insights from Sankaran Naren Welcome to this week’s edition of TOPICAL WEDNESDAY! This week, we unpack the buzz created by Mr. Sankaran Naren’s thought-provoking remarks at the IFA Galaxy 2025 conference. His insights have left investors rethinking their strategies. So, is it time to recalibrate your portfolio? Let’s dive in! In the world of investing, where fortunes

More Spending, Less Savings Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we will talk about the government’s focus on stimulating the Indian economy. Dear readers, before we dive into today’s topic, let me ask you this: how are you really doing? I ask this sincerely because, wow, what a rollercoaster this February has been so

Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we will talk about the changing focus of the Indian electronics sector. Electronics manufacturing has historically been a catalyst for economic transformation in nations aspiring to achieve high-income status. After World War II, the United States pioneered this journey with innovations like the transistor and the rise of Silicon Valley. Japan followed in