Tag Archives: investing in India

Interest rate cuts not enough to boost Indian companies

By Sourajit Aiyer

Last week, in an article, I looked at the reasons behind the slow growth of wages in India. They have a lot to do with the slowdown of profit growth. One way to boost profits is to invest, but for this you need to raise capital; so let’s take a look at the background and prospects for capital raising by Indian companies.

Continue reading

In Corporate India wages grow slowly, tracking profits

By Sourajit Aiyer

Demand slowdown has hit top line growth for Corporate India for a while; companies are maintaining profitability by operational measures. And when one digs deep into long-term data, interesting findings come to light.

From an employee’s perspective, the impact of low profitability varies among sectors. If you are working in the right one, you are lucky!

Continue reading

What India’s Modi needs to tell corporate America

By Sourajit Aiyer

“My dear gentlepeople!” I do hope this is the way in which Indian Prime Minister Narendra Modi starts his address to our American friends, during his upcoming visit to the USA. The quirky title is intentional — replacing “ladies and gentlemen” with “gentlepeople” just like the term Chairperson has increasingly replaced Chairman. The aim is to show a deviation from the traditional, to prove that one has changed with the changing times.

Continue reading

Indian stock market rally – will it continue?

By: Sourajit Aiyer

Indian stock market indices have hit record highs as election results are approaching. Has the rally run its course or is it likely to continue?

Continue reading