Consumption Levers Driving The Indian Economy
by Siddharth Singh Bhaisora5 min read
Why consumption will drive earnings in 18–24 months: GST rationalisation, cooling inflation, easy liquidity, faster credit transmission and festive tailwinds.
14 September 2025
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Evaluating Sectoral Performance
by Siddhart Agarwal5 min read
Most sectors in the Indian economy have struggled in the last six months of the bear market, and in these challenging times, the outlook for the sectors changes quickly. In this post, we evaluate the sectoral performance and the outlook.
25 June 2022
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Falling Rural Demand vs Rising Agri Commodities
by Sonam Srivastava5 min read
The rural economy that was just recovering from supply shock during the pandemic has been hit afresh by the commodity inflation fueled by the Ukraine-Russia crisis. Can the momentum in agri-commodity prices revive it?
10 April 2022
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