Things should be back to normal by September, says MD of Shriram Transport Finance
Although interest rates have come down now, the moratorium has made the outlook for the NBFC sector uncertain, says Umesh Revankar
Demand recovery elusive as auto retails in low gear
Pent-up demand in urban areas too led to the initial off-take in demand post-lockdown. But that this cannot sustain an uptrend is now becoming clear
Scrapping EIA 2020 not enough to save India
India’s environmental future is bleak. India is unlikely to survive the 21st century climate nightmare unless the government realises that the health of the environment matters more than the health of private businesses
Has the Kerala government learnt from past mistakes?
It’s raining miseries on Kerala and the tourism department will be in no hurry to run its ‘God’s Own Country’ tagline anytime soon
Monsoon Watch: Rainfall stuck in a rut, sowing is better off
Rainfall is flat compared to the normal levels as of August 7. While growth in the crop area is not as robust as in June, it’s still in positive territory
There should be hope for Asha
Asha workers, who form the backbone of India's public health system in rural areas, have struck work demanding better pay and the legal status of ‘workers’ and not ‘volunteers’ so that they come under the minimum wages law
Easier loans to start-ups — A bankable proposition?
Lenders must take a hard look at the business model of these new-age entrepreneurs before they loosen their purse strings
Interview | Current uncertainty a 15-18 month problem, feels Samir Arora
Big companies were hurting the small and the unorganised guys so much that the overall size of the economy reduced even if some guys benefited from that shrinking pie. This can’t go on for ever, says founder and fund manager of Helios Capital.
On Nagasaki Day, let’s not forget that companies gain from wars
The armament industry is unique that its customers are governments across the world. A small cohort of companies, no more than a dozen, make their fortunes when countries can’t resolve conflicts peacefully or even when they can drum up imagined threats
How did Japanification of economy become a bad word?
As the 2008 crisis struck, one problem developed countries faced was to avoid another Great Depression. They managed to duck it, but soon realised that they could resemble Japan
India must watch out for the China-Turkey-Pakistan troika
Turkey provides Pakistan the emotional, ideological, and political support, while China is providing both with material and political support. With China's support, the Kashmir issue has thrice been discussed in the UN Security Council since August 5, 2019
The power of democracy and the challenge from big tech
The big tech anti-trust hearings reflected the power of democracy, of smaller businesses and consumers having their voices and concerns heard through their representatives, despite the technological and financial dominance of the companies
Chart of the Day: Global food prices move up further in July
The FAO Food Price Index rose for the second successive month and domestic food inflation remains elevated.
Ajay Tyagi’s report card has more hits than misses, except for some recent decisions
Keeping the markets functioning smoothly during the lockdown period will go down as one of his biggest achievements
National education policy makes the right noises
The big question is: what is the level of resources that a government or a society is willing to contribute towards education
Chart of the Day | RBI survey shows rise in inflation expectations
Perhaps one of the factors that held back the RBI from cutting rates is the rise in inflation expectations
RBI survey finds people don’t expect to increase discretionary spending in the next one year
Oscar Wilde: ‘We are all in the gutter, but some of us are looking at the stars.’
MPC | A cautious pause, focus on financial stability
It is important to note that revival in economic activities in the coming quarters will remain critically dependent on fiscal policy support. Steps by the RBI as the debt manager of the government can potentially play a critical role in managing bond market sentiment
A one-time restructuring plan is welcome
RBI seems to have learnt from the lessons of the past, sets tighter boundaries for recast scheme
India-Pakistan ties and the space for sports diplomacy
If ‘no talks with terror’ can be tweaked in search of reconciliation, the same would hold for “no sport with terror”. A policy shift could be an option, even if it has only a slim chance of success
Info Edge – Making the most of a crisis
In order to keep its businesses adequately funded, Info Edge has planned a Rs 1,875 crore ($250 million) qualified institutional placement offering (QIP)
Crack in cement prices amid shaky demand poses risks to profitability
Was it only pent-up demand and supply disruptions that sustained high cement prices in the past two months?
Curb on TV import — What’s the big picture?
The restrictive move conjures up the possibility of the return of the licensing regime
Inside China | Will Beidaihe conclave see tables turning on Xi Jinping?
An informal setting such as the Beidaihe conclave gives the party leaders an opportunity to discuss and deliberate and, thereby, turn the tables on Xi Jinping through criticisms of policies and factional management
