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Bhavish Aggarwal's vision for Ola is a cross between Uber and Tesla
Acquisition of Etergo may look unrelated to Ola’s service business but maybe Ola has decided it needs a new business
Chart of the day | Power demand has risen above its levels a year ago
Power demand had suffered deep cuts because of the COVID-19 lockdowns
Modi Govt 2.0 | COVID-19 has prompted long-pending agricultural reforms
Based on its performance this last year, the second year of the Modi 2.0 government promises to bring far reaching changes to the agricultural economy
Modi Govt 2.0 | Bold steps with a focus on long-term reforms
The Narendra Modi-led government has enacted several vital reforms and taken long-term policy decisions aimed at restructuring the economy
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India China border tensions will likely ease
China is out to signal that Covid-19 has not weakened it and no attempt must be made to take advantage of a perceived chink in its armour
The IMF on what pushes portfolio flows to emerging markets
Covid 19 will mean lower inflows into emerging markets bonds and equities
Despite distressed valuations, deal making unlikely to pick up in India
Tech giants such as Google, Amazon, Apple, Facebook and Microsoft have made 19 deals in the first five months of the current year, despite the lockdown
On whose behest is Nepal ratcheting up things against India?
China's commercial leverages no doubt have an enormous lure of fancy aid, trade and investments, yet these can never replace India's place in Nepalese lives
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If steel output is down why are iron ore prices hot?
The answers to that question lie in China and Brazil
India-Nepal Ties | A border dispute is the new normal
The dispute over the Lipulekh Pass may quite possibly turn into a permanent lever that Nepal’s governance deficit politicians and their allies in China and Pakistan can turn against India at will
Wield the magic wand to trigger demand
Central government needs to tap all available resources and do more to salvage the economy as quickly as possible
Could inequality provide an unexpected support for consumption?
The relatively well-off have a disproportionately high share of consumption
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An agriculture index can shake up the commodity market
For equity market traders, the agriculture index fund is the simplest way to play the impact of the monsoon
A Chinese elephant in the India-Nepal room
To keep Nepal on its side is in India’s interests, especially in the face of a rising Chinese presence in South Asia. This presence is not just economic and military, but increasingly involves strong political commitment

Modi Govt 2.0 | India at the cusp of a new growth story
PM Narendra Modi’s focus remains on big reforms, structural changes and in the ease of doing business. This will help India in the post-COVID-19 world
Why risk-on sentiment is back in the markets
Markets are merely following an explosive rise in central bank assets
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Chart of the day | Liquidation trumps resolution under IBC
Even as the number of cases filed under the corporate insolvency process keeps rising, liquidation occurs more often
Modi Govt 2.0 | Centre-state ties go downhill
COVID-19 was a good opportunity for the Centre to repair relations with the states and rebuild trust. Instead, it seemed keener to use the crisis to emphasise its dominance, and show who the boss was
Should we celebrate the rise in the number of demat accounts opened during the lockdown?
Newbies need to realise that trading is a zero sum game, fraught with risk
Policy | India’s e-commerce is COVID-19 resistant, but reforms are required
Regulators must ensure a level playing field for all e-commerce players. This will benefit the consumer and turbo charge the MSME sector, and the Digital India and Make In India components of the government’s vision
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Modi Govt 2.0 | A tumultuous year for India
For the past 12 months the BJP-led NDA government’s actions have been bold, and have seen strong and polarising reactions. Its response to the Coronavirus crisis has left a lot to be desired
FMCG demand crumbled in April but with a twist in the tale
A sharp decline in FMCG sales in April puts a question mark over the one sector that was providing a defence against a slump in consumption demand
Chart of the Day | Signs of improvement in diesel, petrol demand
Migrant workers’ return to their homes may affect some sectors such as construction
Why the migrant worker exodus is not a failure of the system
The grimy underbelly of the Indian economy is now bared for all of us to see.
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Borrowing riders — a test for Centre-state ties
Reforms to make states more fiscally responsible are welcome, but not at a time when they need immediate cash support

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