A Tale of Two Forces: Navigating India's Exogenous and Endogenous Factors

While India cannot do much for external factors, it is time the government takes a strong look at what reforms it can bring in to stabilise the economy and lead the next phase of growth.

Nilanjan Banik

June 10, 2026 at 10:54 AM IST

istock.com

Unilever's India Party Meets Reliance's Guest List

Unilever is betting heavily on India through HUL. Can premiumisation, distribution strength and brand acquisitions justify its valuation?

Krishnadevan V

June 4, 2026 at 12:54 PM IST

Istock.com

ITC's Conglomerate Structure Hides Its Peer-Beating Digital Build

ITC's digital commerce presence has nearly doubled in five years, but the market is still pricing the parent that owns it.

Dev Chandrasekhar

May 25, 2026 at 5:26 AM IST

istock.com

Market Wrap

Benchmarks End Flat as Oil Rebound Caps Gains

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

May 21, 2026 at 11:38 AM IST

iStock.com

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

Istock.com

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

Istock.com

HUL Spent Two Years Blaming Rural. The Real Margin Story Is Structural

For two years, HUL leaned on a rural-slowdown story to explain every soft quarter. The January-March quarter saw volumes at a twelve-quarter high, yet margins slipped anyway. The structural shift in new FMCG selling models is eating HUL’s old model.

Dev Chandrasekhar

May 1, 2026 at 7:35 AM IST

HUL

Unilever Simplifies Its Portfolio, HUL Still Carries the Complexity

Unilever’s sale of its global foods business excludes India, bringing HUL’s portfolio mix and valuation framework under closer market scrutiny.

Krishnadevan V

April 3, 2026 at 9:06 AM IST

AI Generated

India’s Consumption Boom Is Passing HUL By

Hindustan Unilever’s restructuring exposes execution strain as margins compress, core profits stall, and headline growth masks deeper operational weakness.

Krishnadevan V

February 13, 2026 at 11:54 AM IST

HUL

Market Wrap

Sensex, Nifty climb toward record highs on surge in financials and Nvidia-Led Global Optimism

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

November 20, 2025 at 12:00 PM IST

Lower Taxes, Higher Trust

GST rationalisation is quietly reshaping India’s fiscal philosophy, from taxing more to trusting more.

Nilanjan Banik

October 25, 2025 at 12:24 PM IST

iStock.com

What the GST Rate Cuts Cannot Cure

Can lower GST rates push India’s consumption story forward, or will structural problems like flat wages, joblessness, and shrinking savings blunt the impact?

Rajesh Mahapatra

September 8, 2025 at 1:44 PM IST

iStock.com

The Unfinished Business of GST 2.0: EoDB

GST 2.0 has rationalised rates, but unless processes are simplified and mindsets modernised, the promise of genuine ease of doing business will remain elusive.

Srinath Sridharan

September 4, 2025 at 4:30 PM IST

iStock.com

How Agile FMCG Firms Are Navigating India’s Demand Divide

The consumer market is changing — in both what it consumes and how. Local players are outpacing giants amid digital, regulatory, and channel transformation.

Krishnadevan V

June 14, 2025 at 6:56 AM IST

iStock.com

Maggi Beats Sunscreen In FMCG Smackdown

Nestle’s food-led surge and HUL’s personal care drag, signal a structural shift in India’s FMCG growth story.

Krishnadevan V

April 25, 2025 at 12:53 PM IST

iStock.com

India’s Consumer Engine Is Sputtering Back To Life

The recovery is real but selective, digital, and harder to predict than ever.

Krishnadevan V

April 23, 2025 at 11:25 AM IST

The Bureau

India May Inflation Stays Below 4%; Food Inflation Rises to 4.78%

Benchmarks Post Best Session in Two Months on US-Iran Peace Hopes

Oil Slides, Equities Jump on Optimism Over US-Iran Peace Accord

Foreign Money Returns but Conviction Remains Short

Highlights Of India’s BoP For January-March 2025-26

Services Cushion India’s BoP as Trade Gap, FPI Outflows Bite

RBI MPC raises India FY27 CPI inflation forecast to 5.1% from 4.6% earlier

RBI Opens Fresh Routes For Capital Inflows As Rupee Pressure Builds

Flawed Design, Poor Planning Make Extreme Heat Conditions Worse For Indian Cities

Learning to Shoot: I Tried to Fly Before I Could Walk