Review | Urjit Patel book no tell-all; it is strictly for students of Indian economy and banking
The former governor of the RBI minces no words in describing the bad loan mess in government-owned banks. He does not spare any stakeholder, and rightly so
Without its special status, Hong Kong loses its sheen
While Chinese authorities would be looking for further strengthening of the RMB in the post-COVID-19 world, whether Hong Kong will be able to play its part under the changed political circumstances will be watched with interest
Advantages and challenges Jio will face in its global 5G aspirations
Jio is uniquely placed to drive and enable the shift towards 5G. The opportunity also marks a rare coming together of company strategy, along with strong geopolitical and macroeconomic tailwinds
Make-in-India push for solar cells
Local players keen on manufacturing; big challenge is to produce competitive products
Here’s what is causing the rally in silver
Unlike gold, around 50 percent of silver has industrial applications
Chart of the Day | The dopamine hit from central bank balance sheets
RBI balance sheet as a proportion of GDP expands 4 percentage points
Amul beats the coronavirus pandemic
The solution to the periodic fall in milk prices is for the Anand type of cooperatives to spread their wings across the country.
Chart of the Day | Bank asset quality in Asia
The gap between NPA levels and the Tier 1 capital ratio is highest in India
Recognise women farmers to increase agricultural output and India’s economy
The Pashu Sakhi programme in Gondia, Maharashtra, and the Jeevika programme in Bihar show that increasing the active participation of women farmers increases farm output and sector income
How China’s influence will be visible from Hormuz to Malacca
The Asian power struggle is going to be a long-term agenda, with New Delhi potentially becoming a fulcrum point. Ṭhe Ladakh crisis has arguably re-designed its entire approach to China from here on
Chart of the Day | Asia’s fiscal stimulus response to COVID-19
Emerging countries in Asia needed a strong fiscal stimulus to counter the pandemic’s effects. Governments in Asia have come up with different economic responses to tackle the COVID-19
Indian investors should expand their horizons and explore other markets
Investing in foreign markets is also an opportunity to diversify portfolios
COVID-19 | Is India prepared to tackle the plastic waste the pandemic produces?
Along with fighting the outbreak and resuscitating the economy, the focus on protecting the environment — mainly the indiscriminate use and disposal of single-use plastic — must be kept
Will REITs bring back investor confidence in realty?
Fueling the optimism is the 20 percent plus return given by the Embassy IPO since its listing compared to a negative return by the BSE Realty index during the period
HDFC Bank’s CEO search has gone on for too long
According to PwC’s Strategy & Global Study 2018, CEO turnover across companies has been rising. Significantly, the study also notes “Successors to long serving CEOs are not faring as well as they are likely to have shorter tenures, worse performance and more often forced out of office than the CEOs they replaced.”
India-Iran ties | Old concerns in new packaging
In spite of its posturing, Iran will not let go entirely of India, and put all its eggs in the Chinese basket
Growing India-China tension and the limits of a India-US military alliance
Since India enjoys no automatic or unconditional military guarantees from the United States or any other country, views that Washington will jump to New Delhi’s assistance should there be a Sino-Indian war, must be instantly disabused of such a possibility
Should India use forex reserves to recapitalise banks or fund infrastructure?
It is better to save forex reserves for a rainy day as the pandemic poses a huge unknown
Hindustan Unilever’s results show light at the end of the COVID tunnel
HUL’s results show that COVID is affecting its business, but it’s not as bad as it could have been. What that means for the FMCG sector
What explains the flight of young leaders from Congress?
What the party stands for, and, the lack of tutoring of its leaders on the Congress’ core ideology is a reason for the ideological ambivalence of its leaders
No country for a retail trader
The market regulator and brokers have steadily taken the game away from the retail trader by imposing rules that make it difficult for these traders to survive
India-EU talks — Mixing politics with trade
Modi apprises European leadership of tension with China while rolling out welcome mat for investors
Agri reforms need a governing framework for successful implementation
These recent amendments in agricultural marketing laws are in line with the Government's vision of “One Nation One Market” for agricultural commodities in India.
Indians need to be more firm in saying ‘No’ to Chinese products
While diplomacy, whether it is cynical or coercive, is always preferable to a military response to China’s insatiable greed for land, India must not waver in its resolve to stand up to the bully on the block
