The way currency markets function is that they are self-enforcing. An increased demand for a particular currency tends to drive up its value, and as expectations set in about further gains the demand only increases. This is the imperative that creates short-term volatility. In the longer term, however, the key factors that investors look towards, include economic growth and stability, with effects on consumption, employment levels and market confidence. Inflation and price stability, are also important. 
This podcast presents Adit Jain's thoughts on the outlook for the rupee. 

India’s debt market, is still nascent. It has the promise of enormous growth if the various barriers constraining it are eventually addressed. This requires a multi-pronged approach that includes policy reforms, developing the infrastructure, incentivising participation from domestic and foreign investors and, most importantly, educating them on how it works and why it is important from a portfolio diversifying perspective. Going forward, the market for debt must be wide and deep as it should be a vital source of capital and, consequently, economic growth. 

The factories of the future will consist of machines, packed in a complex format, producing precision goods with practically no human intervention. Previously, this was considered within the realm of science fiction. Now, that is no longer the case.

Analysts suggest that private consumption in India will touch USD 6 trillion by 2030. Perhaps, this might seem optimistic but the reality remains that the growth anticipated over the coming 5 to 7 years would certainly be brisker than that demonstrated over the last decade. 

As strategists work through their outlook for 2030, they must recognise the fact that India’s rural market opportunity is poised to undergo alluring changes. The transitions taking place are hastening rural market transformation and leading the charge is the growing acceptance of digital technology, e-commerce and online banking. Everything in business begins with connectivity. If you can reach customers, then you have a market. On this score India’s performance over the last 7 years is unprecedented.

The rural market opportunity, just as the India potential, has been spoken about for two decades. But, this time around, it seems real. This podcast explains

Generative AI has been hailed as a game changer that will impact and even enrich our personal lives. It is also expected to affect the way we manage businesses and possibly every function within an organisation. The ability of organisations to adopt AI will play on their competitive ability even if the technology is still in its infancy and the entire scope of its applications has not yet been explored.
At recent India CEO and CFO sessions in Bangalore, Hyderabad, Pune and Mumbai, Amit Dubey, a leading Cyber Security Expert, helped acquaint us with this revolutionary technology, its future applications and how companies may leverage generative AI in the years ahead. The attached paper offers a brief summary of the session along with a fuller commentary on the subject,

The US dollar has long been the world’s dominant currency and accounts for the bulk of central banks’ foreign currency reserves. Lately, however, the dollar’s share in ‘allocated' global reserves has dipped sharply. Geopolitical conditions have sparked discussions on 'de-dollarisation.' While the dollar's supremacy is likely to persist, alternative settlement systems could challenge its widespread role in the future. This podcast explores the diversification away from the dollar, in light of emerging bilateral settlement systems. 

A rapidly shifting business landscape, driven by automation, digitisation, and artificial intelligence, has impacted organisations across sectors. Technological transformation has resulted in shorter career horizons and rising attrition rates. To address these challenges, organisations need to adopt new approaches to talent management and career development.

At a recent India CEO Forum session in Chennai, Krish Shankar, who recently retired as Group Head of Human Resources at Infosys, shared his views on tackling today’s people challenges, and the benefits that come from building a strong and effective organisational culture.  This podcast offers a brief summary of the session along with a fuller commentary on the subject, 

The culture of organisations is what ultimately sets it apart from the competition. It frequently characterizes its competitive place and is the backbone of a winning strategy. It attracts talent and builds goodwill amongst employees, vendors and customers. In the final count, it is the key thing that companies must focus upon.

The attached paper explains. 

At a forum session led by Krish Shankar (Former CHRO of Infosys) the importance of ‘re-onboarding’ was made explicitly clear. From his vast experience in dealing with HR policies and a younger generation of employees, Krish argued that most companies should expect a 25% churn within 3 years of a worker coming on board. The only way to reduce this unacceptable level of attrition is to retrain, manage growth aspirations and re-induct them, so to speak. This podcast explains...

Most forecasters including IMA had predicted that China’s reopening, post lockdown, would create an economic boom of unusual proportions. That has failed to occur. In fact, following the initial couple of months, where pent-up demand unleashed itself upon the market place, the consumption bubble rapidly deflated. 

A prolonged recovery in China will require broad, sustained improvements in exports and investments. This would be subject to the vagaries of external consideration – developments in the economies of China’s trade partners. Currently, many seem to have avoided a recession, but the jury is still out. Central banks across the world are raising interest rates to tame inflation and consequently may force a recession in their markets, in order to avoid an even worse scenario of a hard landing. As America and Europe begin to slow, Chinese exports will be affected and consequently, so will investment.