Even as there was relief in India over the long stalemate on tariffs ending and there being a lowering of tariffs to 25% from 50%, there has been no time to celebrate or even sign the final trade agreement with the US. Because, in the meantime, the US has decided to go to war with… Continue reading Indian Economy Buffeted by Tariff Wars and Real Wars
After writing a blog post on why India needs long-term FDI – in addition to boosting international trade – I began thinking of how globalisation might have adversely impacted this particular kind of flow of foreign capital in recent decades. It has become the fashion of recent years for western advanced economies to express their… Continue reading Globalisation’s Impact on FDI and How It Can Be Remedied
Hello readers. As you know, my blog is focusing on Brandology this year as I turn my attention to the art and science of building brands in an even more concentrated manner. Having built my career in the advertising industry in India over 20 long years - would have been 40 years, if it hadn't… Continue reading New Brandology Videos!
As part of my work on Brandology I had already intended to explore corporate brands’ connections with individual brands. On my blog, you will find some of my thinking reflected in my work on Pernod Ricard and its brands, as well as in Tata Motors/JLR and its brands. However, when I saw the new corporate… Continue reading PepsiCo’s Back-to-The-Future Brand Connections
As many of you who have been reading my blog might know by now, I continue to be an AI sceptic. Not because I cannot see its real value and its powers, but because of the way AI is being pursued and deployed around the world. The stock-market sell-off on tech stocks globally earlier this… Continue reading Between AI Cheerleaders and Doubters
In recent days and months, there’s been plenty of excitement in India over the various trade deals we have been inking with several countries around the world. The biggest ones are the more recent trade agreements with the EU and with the US. Actually, many believe that it is the former that led to the… Continue reading Stop Harping on Trade Deals and Focus on FDI
It is now over a year of Trump 2.0 and the chaos he has unleashed all over the world with his new tariff regime is going to stay for several years, even if it is taking its own sweet time in showing its effects on economic growth. The world is roiling with geopolitical tensions as… Continue reading Chaos Reigning Everywhere
In line with my blog’s Brandology theme this year, I am writing about a brand that underwent a merger at the start of this millennium in India and is still languishing as the number two in an industry that is itself in serious trouble. In the previous blog post, I wrote about the problems facing… Continue reading The Botched Air India Merger and What It Could Have Been
For the fourth-largest economy in the world, India has an airlines industry that is a sad commentary on our transportation sector. With plenty of gleaming airports across the country, we have only two fully functional airlines (or should I say, dysfunctional airlines) in Air India and Indigo operating domestically. Our airlines industry opened up to… Continue reading Gleaming Airports, Shambolic Airlines
As I have written in a previous blog post, we have begun the New Year on a rather dramatic note, at least geopolitically. And a lot of these kinds of developments are likely to have serious ramifications on the economic front as well. In fact, geopolitical as well as geoeconomic risks are the greatest risks… Continue reading What We Can Expect from the Global Economy in 2026
Peripatetic Perch 