scorecardresearch
Animal Spirits

Animal Spirits

Stock market investors needn't panic at the BJP's setback in the Karnataka polls; but they shouldn't be too complacent either and take 2024 as a done deal
Updated : Jun 06, 2023

Animal Spirits: Stock markets should not assume 2024 elections is a done deal, explains Udayan Mukherjee

Stock market investors needn't panic at the BJP's setback in the Karnataka polls; but they shouldn't be too complacent either and take 2024 as a done deal

Long-serving chief executives shape, guide and mould an organisation; they also know when to pounce and when to hunker down, and create enormous wealth for shareholders
Updated : May 04, 2023

Animal Spirits: Udayan Mukherjee on what makes a good CEO

Long-serving chief executives shape, guide and mould an organisation; they also know when to pounce and when to hunker down, and create enormous wealth for shareholders

India could become an economic superpower by 2047. Yet, China's experience should teach us that size isn't everything; there are other factors we need to improve on as well
Updated : Feb 05, 2023

Animal Spirits: India's march to become an economic superpower will not be easy

India could become an economic superpower by 2047. Yet, China's experience should teach us that size isn't everything; there are other factors we need to improve on as well

Cyclicality, almost akin to the seasons of nature, lies at the core of most long-term forecasting and preparation. But what if this cyclicality is at its end?
Updated : Aug 05, 2022

Animal Spirits: Are we witnessing the end of cycles?

The world's economic graph over the next few decades may resemble jagged shards of broken glass, with many tips pointing downwards

"Sitting here in London, it is impossible not to be struck by the stark difference in economic tidings these days from the western world and India," writes Udayan Mukherjee
Updated : Oct 06, 2022

India is climbing the GDP charts, but a world-class economy and society are far away, says Udayan Mukherjee

India has done well economically compared to the developed nations, but it has to build on its strong domestic economic base to create a truly world-class society

In times of economic uncertainty, India stands out as the fastest-growing of the large global economies and the most resilient stock market this year, writes Udayan Mukherjee
Updated : Nov 03, 2022

Animal Spirits: Udayan Mukherjee on India as the fastest-growing economy and its resilient stock market

In times of economic uncertainty, India stands out as the fastest-growing of the large global economies and the most resilient stock market this year

Udayan Mukherjee, Global Business Editor, India Today Group
Updated : Dec 07, 2022

Animal Spirits: Udayan Mukherjee's column on India's top companies

While India's growth has been led by services, it will be interesting to find out if manufacturing accounts for more entrants into the big league in the next 10 years

Oil could have been the potential saviour amongst commodities, but the recent windfall tax on oil producers has put paid to those expectations.
Updated : Jul 12, 2022

Animal Spirits: Are we looking at the end of the corporate profit cycle that began in 2020?

This may turn out to be only a short-lived interruption to the corporate profit cycle that began in 2020, but could as easily be the start of a longer down cycle.