We are in a typical VUCA (Volatile, Uncertain, Complex, Ambiguous) world. AI-led technological disruptions are impacting the world like never before. The long-term consequences of this technological disruptions will be profound. In the short-term, one man – the US president Donald Trump – is disrupting geopolitics and global trade in an unprecedented manner. Investors have…
The Indian market ended higher on Monday, snapping a three-day losing run, as stronger-than-expected GDP data buoyed investor confidence, while investors also took some relief from a U.S. court ruling that deemed most of President Donald Trump’s tariffs illegal but kept them in place until mid-October. The BSE Sensex advanced 554.84 points, or 0.70%, to…
Looking ahead, Sengupta flagged urban consumption and exports as critical areas needing policy attention. The government’s recent income tax cuts and expected GST reductions on durables by mid-September or October could provide a demand boost. On the external front, India’s labour-intensive export sectors—such as textiles, leather, footwear, garments, and gems & jewellery—face significant pressure from…
January 21, 2025January 21, 2025 Deloitte India projects India’s GDP to grow at 6.5-6.8% in FY25, emphasising the need for the country to adapt to global changes and leverage domestic strengths for sustainable growth. Despite challenges, India is advancing in global value chains, with increased electronics, machinery, and equipment…