opinion

Can RBI afford to play a ‘T20 match’ in 2020? No

Will RBI continue to experiment in monetary policy in 2020?

Chart of the Day | House prices rise in most locations, but fall in Mumbai and Delhi

The RBI's Financial Stability Report says that new house launches have fallen sharply in spite of unsold inventory being at a multi-year low.

Chart of the Day | India’s banking sector among the weakest in emerging markets

India’s policy makers now have no option but to find ways and means of restoring the country’s financial sector to health speedily, without further dilly-dallying.

Two interesting insights from RBI’s financial stability report

Just like the market rally, the insipid credit growth in the commercial sector is being fuelled by a few firms.

Sectors to watch in 2020: Keep your powder dry for these stocks

Banks are better placed as incremental slippages are lower than averages of the past few years and the RBI is expected to extend its easing policy

Climate change: Are we ready to weather more headwinds in 2020?

It is incumbent on citizens to proactively participate in environmental decision-making and demand protection of our natural capital

RCEP is history but India must still set its export house in order

In 2020, the government must examine why domestic enterprises are hesitant to stand up to the global high trade

Technology can plug the gaps in last mile healthcare delivery

Can mega public schemes solve India’s health woes? That’s a big question that is yet to be answered

Indirect tax is tied up in knots: What next?

Measures to address the slowdown in the economy are bound to show up in tax numbers

Are share buybacks going out of fashion?

Part of the reason could be the government’s new policy of taxing share buybacks

Policy Track | Railways get some long needed reforms

It is vital to pay more policy attention to the railways as they offer a less polluting form of public transport.

How commodities stack up in 2020: Some shine, some bite

News flows on the US-China tariff deal will have a significant bearing on commodity prices in the near future

Climate change needs more than lip service in 2020

Tackling climate emergency calls for setting up realistic but holistic goals for the coming decade or two

When will Lady Luck smile on Indian housing?

Many factors are ganging up to keep the residential sector under strain. All said, investors have to get into the fray again

Stars are aligning. Expect a gradual economic revival in 2020

As for India, recovery efforts will have to focus on fiscal measures to support consumption and investment

Chart of the Day | Real bank credit growth drops drastically

With consumer price inflation moving up, the real growth in non-food credit has slipped dramatically

Quality of disinvestment has a lot of room to cover

The pessimism relating to disinvestment has its origin in the way  stake sales have been conducted.

The UTI AMC IPO could not have been better timed

As has been the case with IPOs in 2019, UTI AMC has priced the IPO attractively

Kashmir is in a state of churn. Will 2020 mark a new dawn?

Continued turmoil, along with renewed Pakistani interference, may set up the region for the proverbial perfect storm in the coming year

Lessons for BJP from the Jharkhand loss

The party is capable of bouncing back with shedding of arrogance and a more pragmatic and accommodative approach

Reforms have run their course. Will 2020 be a year of payoffs?

All policy options exhausted, it’s time to wait for the stimulus in the economy to play out

India’s macros need more Operation Twists to breathe freely

High cost of capital is a big spoiler for investors. RBI’s latest auction comes as a whiff of fresh air

Are midcap stocks on the road to revival in 2020?

A better strategy is to get in now or invest systematically over the next 2-3 months

Will the boom in private equity continue in 2020?

India has a fundamental advantage – it’s the only market that offers growth at scale