opinion

Budget 2020 | FM should re-prioritise spending to lift exports

The FM needs to adopt a fresh approach to add dynamism to export growth though her Budget. There are at least three areas she could focus on.

Budget 2020: Will it set the stage for the govt to exit public sector?

It’s time the government found a mechanism to log out and use the saved resources for healthcare and education.

Politics | Xi Jinping’s Myanmar visit and the takeaways for India

India’s sliding economy will restrain its spending capacity in neighbouring countries, especially in Myanmar where China is extending its footprint.

Chart of the Day | No jobs for young Indian women?

India’s high youth unemployment rate is primarily because of women not working.

A threat to India’s auto sector from China’s global car ambitions | Corporate Corridor

They may be small in comparison to India’s auto bigwigs but the Chinese know a thing or two about scaling up, making them a potent force to contend with

Budget 2020 Chart Point | Why private sector capex needs to pick up

Government capex as a percentage of nominal GDP hasn't moved the needle much.

What’s cooking | Profitability takes a back seat as Zomato buys Uber Eats

Uber Eats customers are prone to high discounts and Zomato will have to feed them accordingly for retention. Besides, Swiggy is bound to increase discounts to get back its market leadership

Bank of America fund manager survey: global tail risk shifts from trade war to US elections

Markets irrationally bullish, but not yet euphoric

Trade | Implications of the US-China trade deal on India

The deal is another blow to already weakening multilateral trading system under the WTO. With bilateral quid-pro-quo deals, US President Donald Trump is sinking the WTO dispute settlement mechanism further. These trends should be worrying for New Delhi.

Budget 2020 | How to make stimulus work? Govt must prioritise spends

Can the Centre breach the fiscal deficit target? Yes, but with riders

Politics | Taiwan shows how to check Chinese influence

The push by Taiwan’s civil society and youth against China’s influence in its domestic affairs and national politics has lessons for India which has to get more wary of its eastern neighbour and its ways.

Budget 2020 | Economic revival has agriculture as a good starting point

Since the general elections, the agriculture sector has taken a back seat as the economy has itself touched new lows

Gold Hallmarking | Should the consumer and industry worry?

Though the implementation is slated for January 15, 2021, it is uncertain how the government is prepared for the infrastructure and logistics challenges. In addition to the serious FDI roadblocks this creates, it is unclear how this disruption will affect the jewellers or benefit the consumers.

Budget 2020 Chart Point | The relationship between nominal GDP growth and gross tax revenues

The relationship is not always straightforward.

IMF predicts Indian economy bounce in FY21, but how accurate are its forecasts?

Easy financial conditions are providing the liquidity for a market rally based on the expectation that the worst is over and better times lie ahead

Taxing time for taxmen

Faced with a revenue shortfall, the finance ministry is leaving no stone unturned to shore up the tax kitty

Davos participants should walk the talk

The World Economic Forum will throw up a lot of good ideas, but they have to be followed through.

The secrets of the best small cap companies

German management guru Hermann Simon’s path-breaking work lists out the traits and offers interesting lessons to remain ahead of the curve

Stocks want to fly higher. Budget 2020 can just lend a hand

A long-standing demand from the stakeholders is either a reduction or elimination of STT (Securities Transaction Tax) and CTT (Commodities Transaction Tax)

Budget 2020 Chart Point | Defining the corporate tax cut impact

The corporate tax cuts’ effect on estimated collections will reflect in budget numbers for FY20 and FY21

Trade | How real is the truce in the US-China trade war?

The US-China deal would, at least temporarily, arrest further decline of the global trade scenario and may even stop multiplication of negativity in a recessionary setting.

Budget 2020: What next after the corporate tax cut?

The Centre must consider bringing down personal taxes for individuals as well as boosting spending in key sectors

Politics | The Dhingra report on 1984 riots and its effect on Delhi elections

The BJP’s strategy is likely to be to attack the AAP for joining hands with the Congress on several issues and bring back the taint of anti-Sikh pogrom of 1984 to tarnish the AAP by association.

A giant among Lilliputs

Bandhan Bank a hyper-aggressive player in microfinance space