Selected Tag: Amazon
Selected Tag: Amazon

Has Quick Commerce Changed What Counts as an FMCG Moat?

Henkel’s Pril rethink raises a larger question about whether some FMCG categories still need old-style distribution moats.

Krishnadevan V

May 15, 2026 at 6:17 AM IST

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India's GCC Moment: Turning Global Turbulence Into Advantage

As war and energy shocks darken the global outlook, India’s global capability centres could emerge as the country’s most resilient economic buffer. 

Nilanjan Banik

May 12, 2026 at 7:12 AM IST

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The Business Holding Blinkit's Margins Together Is Amazon's Home Turf

Blinkit's path to 5-6% EBITDA margins depends on advertising income. Amazon Now is quietly making that the most contested number in Indian internet commerce.

Krishnadevan V

May 7, 2026 at 1:45 PM IST

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Budget 2026

We Don’t Need No Data-Centre Coddling

Data-centre tax holidays represent oodles of government cash to favoured Indian businesses for little public benefit

TK Arun

February 10, 2026 at 6:28 AM IST

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Services Exports, Remittances Seen Keeping India’s CAD Sustainable in 2025-26: RBI

The RBI expects strong services exports  and steady remittance inflows should keep India’s current account deficit sustainable in 2025-26, despite trade pressures and portfolio outflows.

BasisPoint Insight

February 6, 2026 at 6:27 AM IST

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Big Tech Just Lost India's Most Expensive Airwave Battle

India has reserved the upper 6 GHz band for Jio, Airtel, and Vi under a new policy, rejecting Apple and Meta's push for unlicensed spectrum. Infrastructure beats platforms.

Krishnadevan V

January 2, 2026 at 6:25 AM IST

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Beyond Big Numbers: Making AI Investments Work for India’s Sovereignty

Global AI investments bring scale to India, but sovereignty depends on ownership, data control, and capability, not just capital, data centres, or big headline numbers.

Shubhranshu

December 18, 2025 at 6:42 AM IST

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The Rise of Tech Companies and Global Financial Stability Risks

Systemic risk has moved from banks to Big Tech, with AI and compute now embedding deep risk in global markets, investor flows, and regulation.

Chandrika Soyantar

November 10, 2025 at 8:19 AM IST

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Yes, Open Up Ecommerce Inventory to FDI — Just for Export

A wedge has a thin edge for a reason. The export crisis sparked by Trump-era trade shocks is a chance for India to reform e-commerce—starting with allowing inventory for exports.

TK Arun

November 9, 2025 at 5:23 AM IST

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iStock.com/MAGNIFIER

Who Owes What and Whose Debt Is It? Meta, Structured Finance, and the New Corporation

Meta’s $27 billion Hyperion deal shows how the modern firm no longer owns everything it uses but orchestrates capital, partners, and data through design.

R. Gurumurthy

November 6, 2025 at 7:37 AM IST

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Meta

Will the AI Bubble Trigger a Financial Crisis?

It is worth pondering whether a bursting AI bubble could compromise the ability of other non-bank financial institutions to repay their loans.

Hilary J. Allen

October 29, 2025 at 12:05 PM IST

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The $100,000 Question: How Trump's H-1B Fee Hike will Change the Future of Hiring

Is the $100,000 H-1B fee hike a turning point for Indian IT, or just another breadcrumb in a trail marked by layoffs, automation and offshoring?

Nilanjan Banik

September 21, 2025 at 6:56 AM IST

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Act Before It’s Too Late, Build a Sovereign Digital Backbone

India’s economy and security are deeply reliant on US software, cloud, and social media platforms, creating a major vulnerability in times of geopolitical tension.

Ajay Srivastava

September 14, 2025 at 12:35 PM IST

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The Bureau

Deficient Monsoon, Iran War: A Double Shock to India’s Rural Economy
Learning to Shoot: I Tried to Fly Before I Could Walk
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