BUSINESS
Time for another Resurgent India Bond to get in dollars and shore up rupee?
India still has plenty of FX reserves, enough to cover nearly 9 months of imports. Even if one nets out forward sales, FX reserves at $660 billion-plus are enough for over 8 months of imports(counting goods & services).
BUSINESS
RBI’s big liberalisation push for banks and foreign loans spells much growth and some caution
Latha Venkatesh assesses central bank's recent regulatory reforms
BUSINESS
PM Modi may be signalling a seminal thrust towards swadeshi and atmanirbharta
The message of the speech, in the backdrop of the tariffs and visa issues, is probably to indicate that hereafter India should and will learn to go it alone, writes Latha Venkatesh
BUSINESS
Q1 GDP seen at 6.8%; but this may be the best reading for many quarters to come
India’s Q1 GDP is expected at 6.8 percent, the strongest reading of the year, but economists warn growth could slip below 6 percent if U.S. tariffs remain at 50 percent.
BUSINESS
Rajiv Bajaj on what they don’t teach you at Harvard Business School
The MD&CEO of Bajaj Auto is the only one in his family who hasn’t gone to business school. His management insights have evolved on the job and from eclectic sources such as Charles Darwin’s concept of “survival of the fittest”. He shares his ideas on how to seamlessly blend the accumulated wisdom of a legacy business with the disruptive potential of a startup.
BUSINESS
Inflation: To target or not to target, the question rises again
The MPC's inflation-targeting framework has to be reviewed by Parliament every five years. With the next review scheduled for March 2025, the CEA and the government possibly want a national debate on this.
BUSINESS
Take a bow Madam Finance Minister and team North Block for a responsible Budget
Our interviews with North Block mandarins show that the central principle on which the Budget was framed was returning to normal deficits as the economy returned to a normal pace of growth
BUSINESS
Niti Aayog’s claim of a steep fall in poverty doesn’t pass the smell test
A change in the methodology of calculating poverty by using the global multidimensional poverty index methodology’s indicators and adding two more to it call into question the accuracy of these claims
BUSINESS
HDFC Bank: The worst may be over, but it's tough to reclaim its past glory
Thie desperate need to find money to lend defines HDFC Bank's central problem. Lately several factors have combined to make deposits very scarce and hence expensive for all banks
BUSINESS
Indian economy to grow by a stunning 7.3 percent this year, but K-shaped growth persists
While overall growth has been strong, the employment generating sectors are lagging
BUSINESS
Indianomics | SBI results: A spectacular performance that could be repeated
BUSINESS
RBI meeting tomorrow is a non-event in near term but important for long term
BUSINESS
Fear of Lehman-like capitulation lessens as authorities respond promptly
ECONOMY-ECONOMY
Indianomics | A 50-bps hike likely from RBI, thanks to Fed
ECONOMY
RBI policy | Expected: MPC rate hike. Unexpected: RBI's eagerness to remove accommodation
BUSINESS
Succession at Kotak Bank: How RBI may think
BUSINESS
Indonesian palm oil export ban set to raise Indian inflation
BUSINESS
New bad loan rules: Darkest hour before dawn
MARKETS
India’s debt markets await deliverance
MARKETS
Budget 2018: Ten reasons to tax capital gains on shares
BUSINESS
RBI produces a no-action policy to end 2017, but what does 2018 hold in store?
BUSINESS
Why MPC is a marginal policy committee
BUSINESS
Insolvency code ordinance: From punishing promoters to privatising banks
BUSINESS
Bad loans: Why NPA should now stand for No Procrastination Anymore
