Beyond Market - May, 2025

في هذا العدد

Uncertainty has gripped the global economy. While some parts of the world grapple with geopolitical tensions and ongoing conflicts, others are bearing the brunt of high import tariffs and the adverse effects of climate change. Navigating these challenges is proving to be an arduous task for governments across the globe.
Amidst this turbulence, the Indian IT sector is also feeling the pressure. The traditional low-cost outsourcing model is under strain due to the rise of Artificial Intelligence (AI), ongoing trade wars, and cost-cutting measures by clients. A decline in revenues during the fourth quarter of FY25 has led to reduced hiring, stagnant wages, and widespread layoffs. In our cover story this issue, we explore how leading IT firms are responding to this structural shift and what the future may hold for both these companies and the lakhs of IT professionals they employ.
Moving on, this issue features articles on several key developments: how Indian companies stand to benefit from the India-UK Free Trade Agreement (FTA); the rapid growth of the semi-conductor industry in the country; pharma packaging companies gaining momentum through smart technology, industry expansion, and government support; the state of the aluminium industry and the need for it to maintain competitiveness in the global arena; small Indian manufactures leveraging the US-China tariff war; and the evolving landscape of the Indian retail industry and what lies ahead. In our Beyond Basics section, you will find two interesting articles. One discusses why mutual funds continue to be a reliable investment avenue in volatile times, while the other details how investors should view or interpret the cash on the books of Asset Management Companies.