In this discussion, Garima Kapoor, Chief Economist at Elara Securities, delves into India's unprecedented crop price deflation, exploring the effects of unseasonal rains and regulatory policies. She connects declining farm incomes to rural demand shifts, especially in two-wheelers. Dr. Vandana Singh, Chairperson of the Aviation Cargo Federation, analyzes the implications of Indigo's 10% capacity cuts, regulatory decisions, and competitive shifts in the airline industry. The conversation highlights the intricate relationships between agriculture, regulation, and market dynamics.
