Wed.Apr 16, 2025

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Tariffs, Trade, and Strategic Sourcing: What PE Operating Partners and CFOs Must Do Now

E78 Partners

Global trade just shifted againand the implications for middle-market companies are anything but abstract. The latest: a 90-day pause on non-China tariffs, while China tariffs have surged to 125%. The message from Washington is clearthis is not just about economics. Its about strategy, security, and power. And the private equity world should take note: this environment is tailor-made for firms that know how to operate, not just buy and hold.

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Most companies just test-driving AI agents: KPMG

CFO Dive

Despite a rise in agents that are being piloted, full-scale deployment of the technology has remained flat, a survey by the Big Four accounting firm found.

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Trending Sources

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4 Ways And 5 Charts To Talk Tariffs With Clients With Empathy And Strategy

Nerd's Eye View

The White House's tariff policies have dominated headlines in recent weeks, raising concerns among investors, consumers, and businesses. A rapid sequence of policy announcements and reversals has created volatility across nearly every asset class, with the S&P 500 falling to near-bear-market levels before rebounding sharply. In these moments, the conversations that advisors have with their clients play a crucial role in helping clients maintain perspective, avoid emotional decisions, and sta

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Net Power ousts president, CFO amid ongoing cash challenges

CFO Dive

The departures come approximately a month after the energy company once again pushed back the launch date for its first commerical-scale power plant and reupped cost estimates for the project.

CFO 175
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Mid-Year Review: How to Ignite Employee Potential Through Meaningful Feedback

Mid-year performance reviews aren’t just boxes for HR to check. Paycor’s toolkit empowers leaders to: Identify high-potential team members. Boost engagement with meaningful feedback. Support struggling employees. Nurture top talent to drive results. Learn how to ignite employee potential through meaningful feedback. When you nurture top talent, everybody wins.

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Slate: Economics on a Whim…

Barry Ritholtz

I had a fun and wide-ranging conversation with Felix Salmon, Emily Peck, and Elizabeth Spiers to unpack all of the wildest tariff news. We discuss the “uniquely unpredictable situation” where markets are trading based on the whims of a single person. This mercurial unpredictability is having a huge effect on prices. I try to help the hosts understand investing in this environment with lessons and ideas from How NOT to Invest.

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Strategic Technology Expense Management: Unlocking Value Beyond Cost Tracking

E78 Partners

Technology is embedded in every corner of the modern enterprisefrom SaaS subscriptions and cloud infrastructure to telecom and mobile services. As organizations scale, so do their technology expenses. Yet, many finance and IT leaders still treat Technology Expense Management (TEM) as an afterthought, a reactive function focused on invoice processing or software license tracking.

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Auditors must exercise stronger diligence on related party transactions, say experts

CFO News

Auditors should be held accountable if they fail to discover fraud in such cases, in addition to management and the Audit Committee, said former finance secretary S C Garg.

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Powell says tariffs will likely push up inflation, unemployment rate

CFO Dive

Federal Reserve Chair Jerome Powell highlighted how planned and enacted policy shifts by the Trump administration have created unusual economic uncertainty.

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Wipro's revenue drops 2.3% in FY2025; clients remain cautious amid uncertainties

CFO News

Wipro's performance has been impacted by market uncertainties, leading clients to adopt a cautious approach towards transformation projects. The company's Q4 results disappointed investors, with revenue declining for the second consecutive year. Clients are pausing projects and focusing on cost reduction due to tariff-related uncertainties. Wipro anticipates a further revenue decline in the upcoming quarter.

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Your Accounting Expertise Will Only Get You So Far: The New Way To Lead

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. But if you’re aiming for the summit, the air gets thinner, and what got you here won’t be enough to get you to the top. 🗻 What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level. The higher you go, the more your effectiveness depends on how you connect, adapt, and communicate.

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Big relief for flat owners: No income tax payable if you get a new flat in exchange for old, rules Mumbai ITAT

CFO News

A recent Mumbai ITAT ruling offers relief to homeowners in redevelopment projects. The tribunal held that receiving a new flat in exchange for an old one is not taxable under Section 56 of the Income Tax Act. This exchange should merely be considered an extinguishment of rights and not a gift, which would otherwise be taxable.

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RBI to take rate cut down to 5.5 pc in FY26, CPI inflation to average 3.7 pc: HSBC

CFO News

The RBI has already embarked on a rate cutting cycle, and a report by HSBC Global Research said on Wednesday that it expects a 25bp rate cut in each of the June and August policy meetings, taking the repo rate down to 5.5 per cent this fiscal (FY26).

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PwC winding up operations in over a dozen countries to avoid scams: FT report

CFO News

PwC has wound up operations in more than a dozen countries that the top management considers risky or unprofitable, as the global audit giant aims to avoid scandals that have recently hit its accounting network, according to media reports on Wednesday.

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Crisil highlights dumping of electronics, machinery and textiles from China; India, prepared to face the risk

CFO News

As trade tensions between the US and China escalate, the risk of China dumping electronics products in India has increased. Chinese companies are now looking to expand their presence in India by offering discounts to Indian buyers to make up for lost sales in the US.

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The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It

Speaker: Kim Beynon, CPA, CGMA, PMP

The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.

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BluSmart hit by service outage amid SEBI crackdown on founder’s firms

CFO News

BluSmart Ride-hailing App: Gensole and Jaggi are facing multiple headwinds, including financial woes and have come under market regulator Sebi's scanner.

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India's smartphone market likely to see tepid demand in FY26

CFO News

Analysts said they may lower their forecast for the year after initially expecting low single-digit growth in India shipments, after a tepid first quarter where shipments are likely to have declined in mid-single-digits, making it the second consecutive quarter of a fall in volumes.

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Rupee set for modest uptick on possible inflows, wobbling dollar

CFO News

Rupee Forecast: INDIA-MARKETS-Rupee set for modest uptick on possible inflows, wobbling dollar

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Telcos urge government for additional 5G spectrum amid rising data demand

CFO News

As per estimates from GSMA, countries, including India, will require an average 2GHz mid-band spectrum by 2030 for reliable and high-quality 5G services.

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Doing More With Less: The Modern Finance Miracle

Speaker: Mark Gilham, FCCA, CPP

Finance used to be the function that counted, now it's the one that’s counted on. 📊 For accounting firms, controllers, and finance leaders, expectations are rising faster than headcount. Businesses want agile forecasts, granular analysis, seamless reporting, and smart automation—often without added resources while demanding uncompromised accuracy and compliance.

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IT rout pushes Nifty below 23,400; Sensex drops over 300 points

CFO News

Indian benchmark equity indices opened lower on Thursday, weighed down by IT stocks following Wipro's revenue decline forecast amid tariff concerns. The BSE Sensex fell by 0.39%, and the Nifty50 slipped by 0.49%. This downturn was further influenced by US Federal Reserve Chair Jerome Powell's warning about the risks of tariffs on growth and prices.

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Paytm founder settles Sebi case, returns 21 million Esops

CFO News

Sebi communicated the settlement terms to the three parties last month and they were given a month's time to comply with the terms. After this, Sebi passes a settlement order in the matter, said a person close to the development. Sebi didn't respond to ET's query. Paytm also didn't respond to an ET query sent on Wednesday.

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India eyes ending import tax on US ethane and LPG in trade talks, sources say

CFO News

India is considering eliminating import taxes on U.S. ethane and liquefied petroleum gas (LPG) as part of trade negotiations with the United States, aiming to reduce its trade surplus and tariff burden. This move aligns with discussions to potentially scrap import taxes on U.S. liquefied natural gas (LNG) and increase fuel purchases from the U.S.

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Andhra CM Naidu urges 16th Finance Commission to raise central taxes devolution to 50 pc

CFO News

Andhra Pradesh Chief Minister N Chandrababu Naidu urged the Sixteenth Finance Commission to increase the vertical devolution of central taxes to 50% and provide special financial assistance to rebuild the state.

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Tariffs on the Table: How to Brief the Board and C‑Suite With Confidence

“What should we do about the tariffs?” There’s no straightforward answer — every leader has a different expectation. CFOs want numbers. COOs want action. CEOs want strategy. And supply chain and procurement leaders need to be ready with the right response — fast. That’s why GEP has created a simple three-part framework that will help CPOs and CSCOs brief the board and C-suite with clarity and confidence.

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US economy slowing in Q1, can wait for greater clarity: US Federal Reserve Chair Jerome Powell

CFO News

U.S. economic growth is showing signs of deceleration, Federal Reserve Chair Jerome Powell stated, citing modest consumer spending and tariff-related import surges. Despite this slowdown, the economy and labor market remain robust. The Fed is closely monitoring the impact of tariffs on inflation, with potential for both temporary and persistent price increases.

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WTO slashes 2025 trade growth forecast, warns of deeper slump

CFO News

The World Trade Organization has significantly lowered its global merchandise trade forecast, anticipating a 0.2% decline this year due to escalating U.S. tariffs and subsequent economic repercussions. This downturn, potentially the worst since the COVID-19 pandemic, raises concerns about broader GDP growth and the fragmentation of the global economy, particularly impacting developing nations.

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Sunscreen Ads: HUL and Honasa to now fight it out in the courts

CFO News

The Delhi High Court is examining Honasa Consumer's petition against Hindustan Unilever's ad campaign, which Mamaearth's parent company alleges disparages its The Derma Co sunscreen. HUL's advertisement claims some online sunscreens claiming SPF 50 only provide SPF 20, leading Honasa to argue it's being unfairly targeted.

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UltraTech to acquire 26% stake in renewable energy co AMPIN C&I Power Eight for Rs 25.5 crore

CFO News

UltraTech Cement announced its acquisition of a 26% stake in AMPIN C&I Power Eight for 25.5 crore, aiming to meet green energy needs and optimize energy costs. This move aligns with regulatory requirements for captive power consumption.

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From Curiosity to Competitive Edge: How Mid-Market CEOs Are Using AI to Scale Smarter

Speaker: Lee Andrews, Founder at LJA New Media & Tony Karrer, Founder and CTO at Aggregage

This session will walk you through how one CEO used generative AI, workflow automation, and sales personalization to transform an entire security company—then built the Zero to Strategy framework that other mid-market leaders are now using to unlock 3.5x ROI. As a business executive, you’ll learn how to assess AI opportunities in your business, drive adoption across teams, and overcome internal resource constraints—without hiring a single data scientist.