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Expert analysis on trends, outlooks, and scenarios in your market and industry.

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Udaipur city aerial panoramic view, India
Costs will fall in 2023 but remain historically elevated, weighing on some companies’ profit margins Firms […]
India’s manufacturing promise
Companies should take a holistic approach to assess India’s manufacturing potential beyond the production incentives Companies […]
Expect the RBI to keep interest rates higher for longer Companies should account for a scenario […]
The government aims to increase spending by 8% over the previous fiscal year Companies in the […]
Pakistan’s foreign exchange reserves have plummeted to unsustainable levels If Pakistan defaults on its debt, it […]
India’s economy is likely to grow by 6.5% YOY in 2022 before slowing to 5.7% YOY […]
2023 inflation will likely reach 6.3% YOY because of potential increases in food, fuel, and imported […]
US Federal Reserve rate hikes, global volatility, and high commodity prices will weigh on the currency […]
Subnational prioritization will yield somewhat different results for B2C, B2B, and B2G companies Companies with a […]
Short-term inflation expectations have cooled, but broad trends still point to higher-for-longer inflation While India’s recent […]
The governments of Maharashtra, Gujarat, and Karnataka, followed by Odisha, Telangana, and Tamil Nadu, are in […]
Pakistan Central Bank's liquid foreign reserves and Pakistan's external public debt
While we have revised down our growth expectations after the war, risks to forecasts tilt heavily […]
Monitor upcoming state budgets, which may have more capacity to increase spending B2B companies that serve […]
Indian flag
While foot traffic has slightly dipped due to the fresh Omicron wave, we do not expect […]