opinion

Policy | Will 2020 mark a positive shift in India’s corporate governance?

A study showed markets mostly rewarded more stable and better governed companies.

CAA Protests | When political expediency takes on the garb of realpolitik in Kerala

With state elections just over a year away, the CPI(M) seems to be going all out for political gains by shunning the very fringe groups that once were feeder units for the Marxist party, as the numbers no longer favour their proximity.

Startups | SoftBank’s WeWork misstep is redefining the game in India

In future, it is very likely that investors will put in a lot of checks and balances before making such investments.

Does asset diversification help?

Apart from T-Bills, all other asset class have given returns which are close to each other

A wake-up call from a friend of India

The economy is too fragile to be burdened with a disruptive programme such as the NRC

GST's anti-profiteering sword is outliving its utility | Corporate corridor

Pricing is one of the key weapons in a consumer company’s arsenal, the anti-profiteering provision in GST is hurting its utility

Time for RBI to simplify its reports and research

From use of more visuals to videos and blogs, India’s central bank can better explain seemingly complex ideas to a wider audience. Its peers have shown the way

PMI for December sees green shoots in manufacturing

Pricing power improves, but business confidence slumps to a 34-month low

Politics | The importance of the upcoming Delhi elections

The Delhi election will signal whether real issues of governance will prevail or not, and whether a small party like the AAP can stand up against the BJP juggernaut under the Modi-Shah combine.

What’s different about the fiscal deficit this year

Gross tax collections till November this fiscal year have gone up by a mere 0.8 percent, the lowest since 2009-10

Capex revival in December quarter may not last

Investors will be more focused on what they hear on the ground from companies in post-results management commentary

Is the government's e-commerce policy an overkill?

The intention behind an e-commerce business is to have an outreaching market avoiding burdensome compliances. But that doesn’t seem to be the case here

IT marks time, amid that shrinking feeling

Some headwinds have eased, but 2020 is still fraught with unknowns for the fabled information technology sector

Market is in a splendid form. Will this party continue in 2020?

The market has clearly rewarded quality, growth and steady business irrespective of market capitalisation

BJP and allies in 2020 | Will bonds strengthen or tensions rise?

In 2020, the BJP will have to focus on cobbling up alliances in states, projecting popular regional faces and tackling internal problems well ahead of time.

Policy | With electric vehicles in fast lane, India needs the right spark

EV infrastructure development and local manufacturing need sustained focus to ensure any meaningful change on the ground.

At the end of 2019, no sign of a bounce in the bank credit data

Bank credit outstanding to micro and small industries was lower in November 2019 than in December 2017

Sugar sector a sweet spot for investors

Sugar production has taken a hit in two of the biggest sugar-producing states in the country

What the data says about IBC, banks and recovery

The headline numbers suggest that recovery rates have been very good but a drill down shows it’s not all rosy

Is the global trade conflict a blessing in disguise for India?

India will become more like Latin America than a miracle Asian economy

Mining lease expiry in 2020 throws up risks and opportunities

Fresh leases will create new opportunities for miners to bring in global best practices

The job riddle? India’s demographic profile can solve it

India will enjoy the demographic window of opportunity only for the next two decades or so after which the population will gradually start growing old

The clock is ticking. Govt needs to walk the talk on personal taxes

Increased savings are not all that bad, which may lead to greater investment, output, employment and economic growth

What chills? These sectors are ready to fire in 2020

A stock market on a high is a big positive in terms of sentiment. Look who stays ahead of the curve and why