Das ka Dum with Dr Bhaskar Das | It’s July 1, and the end of the first quarter of FY 2022-23. Your view on Q1 for A&M&E?

01 Jul,2022

Bhaskar DasIt’s our customary end-of-the-quarter question. Here’s Dr Bhaskar Das in the July 1 edition of Das ka Dum. Read on…

 

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Q. It’s July 1, and the end of the first quarter of FY 2022-23. Your view on Q1 for A&M&E

 

A. Guesstimate is a difficult exercise , when hard facts aren’t available with me for all A&M&E companies. The first quarter has gone well for most companies albeit at different percentile growth, depending on the individual brand’s competitive position and contextual perception, reach and richness ( including reputation). A brand can be in  growth curve in a decling industry or a brand can be in a decling mode in a growing industry. That’s where management and leadership skills make the difference.

 

I think the second quarter would be positive too, inspite of a looming apprehension of stagflation in India and the world,  “slowbalization” as an offshoot of geo-political complexities  and environment led uncertainties. The ensuing festive season and the reality of Indian growth story can act a positive tail wind for the industry.

 

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