What to expect in the slog overs of BS VI | Corporate Corridor
Investors will not be distracted by the question of how companies manage the transition to BS-VI in FY21
Chart of the Day | Flash PMIs show fundamental basis for stock sell-off
With the exception of the government shutdown of 2013, US business activity contracted in February for the first time since the global financial crisis
SBI Cards IPO – one for the long run
The SBIC primary issue will no doubt sail through given its strong financials and presence in an industry with a strong growth rate
Politics | Delhi violence is a sordid reflection of our collective failure
The ongoing violence in Delhi show that despite our history being scattered with riots at a nauseating frequency, we seem to repeat the same mistakes, again and again.
Trump in India | The enviable progress in India-US defence ties
The good news is that the India-US bilateral defence ties has come a long way, in a very short time. The progress report is enviable, though there are hurdles to cross.
Trump in India | US engagement in the region and India’s concerns
It is a fact that India-US ties have come a long way and they can stand on its own. However, US policies in the region, especially in Afghanistan and Iran, calls for greater strategic understanding on the part of Washington towards India's needs.
Why the Street is turning wary | Markets
An increase in the number of Covid-19 cases outside China is sending chills down the spine of investors
Crop insurance revamp sows seeds of risk
Chances of state default and higher premia rise as Centre tweaks insurance schemes
India’s clean energy dreams go sour
For a government keen in promoting renewal energy, import duty on solar power cells and modules is seen as shooting itself in the foot
India to be electricity-based economy eventually, says R K Singh
EESL, a joint venture of public sector undertakings under the power ministry, has completed 10 years of scaling up energy efficiency programmes in India and globally.
Social Media | It’s time to be accountable
The new clause in India’s proposed amendment of the Information Technology Act puts the onus on social media companies for non-user generated content shared on their platforms, hoping to curb circulation of misinformation, abusive and objectionable content.
Defence | The fine print on permanent commission for women in army
It is unlikely that women will be able to break the ‘brass ceiling’ of combat exclusion policies any time soon. The Supreme Court’s verdict does not open combat arms to women, although it cites the examples of foreign armies where women are allowed in combat roles.
Shareholding data show retail investors continue to catch falling knives
Chasing price rather than value has been the single most important factor that has driven retail investors to self-destruction
Software is rising to the challenge
The good news is that the threat to a steady growth in net hiring, particularly after the retrenchment of thousands of middle level managers, has receded.
Nuggets of wisdom from Warren Buffett’s letter to shareholders
Key Quote: ‘A venerable caution will forever be true when advice from Wall Street is contemplated: Don’t ask the barber whether you need a haircut.’
Chart of the Day | Protectionist India
India’s tariffs are much higher than those of its peers
Foreign Affairs | A brief history of US Presidents in India
Donald Trump is a US President who is unlike any of his predecessors since India gained Independence. Trump is entirely guided by instinct and has so far been good at that.
What the MPC meeting minutes have to say about economic growth
Members not sure about durability of green shoots, call for structural reforms.
Cracks are showing in the housing market. Reforms are way to go
A drastic course correction in land-use policies is called for that focuses less on restrictions and more on performance.
Policy | How India has to catch up with the West on warfare
India's warfighting does not meet the western standards that have empowered women. To transpose a western paradigm onto what is essentially an obsolescent, pre-industrial military will have significant consequences down the line.
Trump India Visit | Strategic consequences of tough trade talk
Despite increasing trade and growing strategic closeness, India-US trade tensions have actually increased. The traditional worries of agricultural trade and IPR have moved and now the Trump administration’s concerns are about trade deficit and ‘unfair’ trade practises.
Ending gas distribution monopoly – better late than never
The move will hurt the companies enjoying the monopoly status all these years, but they would be compensated by way of higher volumes if they play the game right
An anxious wait for US-India trade deal
World trade alignments make it imperative for the two nations to strive for stronger economic cooperation
Falling yields: Don’t jump the gun, choose safety over returns
The end of the credit crisis in the bond market is unlikely despite the RBI’s measures
