Prashant Mukherjee
Close, open, close again: Can India find a way out of Hormuz logjam?
Iran’s USD1 war toll on each barrel of oil passing through the Strait of Hormuz could add nearly INR10,000 crore to India’s annual import bill. While the toll is a direct breach of ‘transit passage’ rights, India can use four key diplomatic and legal levers to secure its interests.
- Sunny VermaPrashant Mukherjee
- ET Prime
Why PNG for every kitchen remains a pipe dream amid LPG crunch
Despite nationwide authorisation and repeated claims of rapid expansion, only about 16 million households are connected to the PNG network. More than 330 million homes are still dependent on LPG for cooking
- Prashant Mukherjee
- ET Prime
Iran says Hormuz open for all but enemies. Too early for India to celebrate?
Tanker traffic has collapsed, hundreds of vessels are idling near the Gulf, and shipping costs are surging as insurers and shipowners retreat from the conflict zone.
- Prashant Mukherjee
- ET Prime
A Jio moment for fizzy drinks? How Campa is taking on the Coke-Pepsi duopoly
RIL relaunched Campa Cola at Rs 10 a bottle – half the price charged by rival brands. It’s a familiar playbook deployed during Jio’s price war. The initial results are encouraging but will the younger buyers change loyalty?
- Prashant Mukherjee
- ET Prime
How the success of Rs 5 packs has global funds chasing brands like Balaji, Haldiram's
Over the years, snacking in India has evolved quietly but steadily. And now the consumer segment of potato chips and wafers has emerged as a surprise winner, as global capital sniffs long-term opportunity.
- Prashant MukherjeeManu P Toms
- ET Prime
The issues the India-US trade deal fixes and the ones it misses
The India-US trade deal lowers tariffs to 18%, easing uncertainty and supporting exports, the rupee and sentiment—potentially rivaling the EU pact in scale. Yet tariffs remain well above pre-Trump levels, and challenges around FDI, capital flows and energy costs persist.
- Sunny VermaPrashant Mukherjee
- ET Prime
How gold's high price has forced Titan to take a u-turn
Soaring gold prices are quietly breaking India’s oldest buying habit. Titan’s turn to lab-grown diamonds is not about style, it is about survival as tradition slips out of middle-class reach.
- Prashant Mukherjee
- ET Prime
Russian oil is a no-go for Indian refineries, can Venezuela be the alternative?
Cheap barrels from Caracas seem tempting, but there’s a difficult road between promise and profit.
- Prashant MukherjeeSunny Verma
- ET Prime
Can Bata find favour among the young and stylish Indians again?
It carried generations of Indians through school, work, and weekends. But as India grew younger, richer and more style-driven, Bata lost its grip. Now the century-old icon is racing to reinvent itself — before the market moves on for good.
- Prashant Mukherjee
- ET Prime
Why India importing LPG from the US won't make your gas cylinder cheaper
A China slowdown, a Texas glut — and suddenly India’s LPG market is no longer ruled by the Middle East. For the first time in decades, US cargoes are landing cheaper, quietly rewriting the economics of your kitchen flame. But does this price shock mean relief for your cylinder — or just another geopolitical mirage?
- Prashant Mukherjee
- ET Prime
How India’s quest to build a global energy company ran out of gas
ONGC Videsh was set up to secure overseas oil assets for India and reduce the country’s import dependency. Six decades later, India’s goal of energy self-reliance remains a far cry
- Prashant Mukherjee
- THE ECONOMIC TIMES
Indian Oil is raking in record profits. So, why are investors unhappy?
IOCL’s profits have zoomed from ₹4,872 crore in FY15 to ₹43,000 crore in FY24. By that yardstick, it should have been a stock market darling. But that’s not the case. Here’s why
- Prashant Mukherjee
- THE ECONOMIC TIMES
India’s last cement IPO was a disaster. Can JSW Cement break that curse?
The stock price of Nuvoco Vistas halved in value within months of its IPO. JSW Cement’s ₹3,600 crore listing wants to rewrite that script. Here’s what investors need to know
- Prashant Mukherjee
- THE ECONOMIC TIMES
Can Chyawanprash save Dabur in the age of Shark Tank startups?
As urban demand softens and its juice business takes a hit, the 140-year-old Ayurveda giant is leaning on premium formats, digital playbooks and doctor-led trust to stay relevant. But in a market chasing trends, can Dabur evolve without losing its old-world soul?
- Prashant Mukherjee
- THE ECONOMIC TIMES
Why is NTPC doubling down on coal despite its green energy push?
For the state-run power giant, the idea is not to abandon coal overnight. It’s about building a bridge between reliability and renewability. Can a company still building massive coal plants truly claim to be a clean energy leader?
- Prashant Mukherjee
- THE ECONOMIC TIMES
Why investors are optimistic about a turnaround in ONGC’s fortunes
When India gained independence, it did not just want to put colonialism behind, but also its economic reliance on multinationals. Born out of the desire was ONGC that would explore oil substituting multinationals Shell and Standard Vacuum. After a 70-year roller-coaster ride, it is back with BP and looking for tie-ups with Exxon. How successful can these bets be?
- Prashant Mukherjee
- THE ECONOMIC TIMES
How this century-old Tata company is getting ready for the next 100
Green energy now comprises 44% of Tata Power’s capacity. But this didn’t happen overnight, and the journey wasn’t easy at all
- Prashant Mukherjee
- THE ECONOMIC TIMES
Can Ambani, Adani help India become a nuclear energy superpower?
India is targeting an ambitious 100GW nuclear power capacity by 2047. What makes the latest push different from earlier attempts is the entry of big-ticket private capital
- Prashant Mukherjee
- THE ECONOMIC TIMES
5 factors that signal India could join the global market rally
After hitting a low of 21,964 levels, the Nifty 50 has staged a modest recovery in recent days. Where does the market go from here?
- Prashant MukherjeeSunny Verma
- THE ECONOMIC TIMES
Is the market correction over, or will the bears inflict more pain?
After a 13% plunge from record highs, where is the Indian market headed, even as global markets surge?
- Prashant Mukherjee
- THE ECONOMIC TIMES