Only a few stocks have participated in the 2-day market rally
The sharp move on Friday and a big gap opening on Monday followed by renewed buying was on account of a short squeeze.
E-commerce | CCI lens on deep discounting could be a double-edged sword
Deep discounts or not brick-and-mortar retailers may always find reasons to blame online retailers for eating into their businesses. But if done well, the CCI intervention could ensure fair trade practices.
Policy Track | Fine print on the corporate tax cuts
The ordinance throws more light on the tax cuts, the exemptions that go and what stays
Social Meter | SC’s comment on manual scavenging must sensitise governments
That seven decades after Independence we have still not been able to get rid of an abominable practice such as manual scavenging is a sad reflection on our system.
Next big thing: A successful InvIT from NHAI is a hot idea
The infrastructure investment trust can truly be a force multiplier that could significantly prop up investor confidence
Politics | The growing economic and diplomatic relevance of India’s diaspora
While the Indian diaspora has been a good-will ambassador and argued for the better relations between the host country and India, it is the Narendra Modi government that has fully realised its potential for public diplomacy.
The corporate tax cuts are the Modi 2.0 government’s first structural reform
The tax cuts were essential -- if they provide a cyclical boost too, that is an added bonus.
Macro Matters | Lessons the Trump tax cuts have for India
Balance sheet data for listed firms showed that the bulk of the cash was used for share buybacks, dividend payouts and for strengthening the balance sheet.
Corporate tax cut changes the market mood from fear to greed
How companies plan to spend the tax bonanza will set the market mood for the medium-term
Howdy Modi | India-US ties beyond the optics at Houston
For the US, Trump’s participation in the Houston event is strategic and goes beyond personal camaraderie. For India, beyond immediate considerations, fixing trade relations with US is a priority.
Game changer | Impact of the tax cuts on investors, sectors and the economy
The tax changes are a fundamental reset in India’s corporate history
IRCTC IPO: What should investors do
With a monopolistic business model and a strong balance sheet, the company is strongly placed for future growth
Howdy Modi | In Houston, Trump hopes to ride piggyback on Modi’s shoulders
US President Donald Trump would be hoping that by standing shoulder-to-shoulder with a Prime Minister who is very popular among Trump’s constituents of Indian descent, he can make himself appealing to them.
Politics | From vibrant diversity to crippling uniformity?
While it is possible to concede that diversity is a given in India, as a democratic republic it is imperative to work towards pluralism. Our goal has to be to proceed towards sincere pluralism.
Shamiana Banking | At what cost, loan growth?
Setting a target of five new customers for every old one is the perfect formula to undermine credit underwriting practices and mess up the balance sheets of banks again just when they are in the final phase of a painful clean-up.
Policy | Sixty years on, India still trying to get its agricultural credit act right
Perhaps the most important recommendation of the committee to take forward reforms, which will ease the flow of institutional agricultural credit, is to take the states on board
Macro Matters | The OECD adds to the doom and gloom
The OECD Interim Economic Outlook has slashed growth estimates for India below 6 percent for the current fiscal year
Legal Matters | Will Justice Gogoi make history in the Ayodhya case?
There’s a clear sense of urgency shown by the Chief Justice of India in resolving a 70-year-old case. However, can a verdict be arrived at over the next 30 days?
Politics | Supreme Court orders and a Janus-faced Kerala government
The Left government’s readiness to demolish and rebuild a new flyover and its reluctance to demolish an apartment complex violating environmental norms does not show it in good light.
Connect the dots, RCEP is heavily loaded against India
The signs on the ground at least do not point to any major economic benefit for the nation
Plastic Ban | A good move at the wrong time?
If and when the ban is implemented, it could affect close to 10,000 plastic manufacturing units. There is a high possibility that about 400,000 people working in these units could find themselves jobless.
Policy | Govt, RBI are hard at work to lift growth. What lies ahead?
Growth impact of recent government initiatives at best remains hazy.
Disinvestment policy should look beyond current revenue collection
It should not be viewed as selling the family silver but for changing the structure of PSUs and improving their efficiency.
Space Science | Vikram and the road ahead for ISRO after Chandrayaan 2
Space engineers learn from their failures and are getting better at orbital mechanics, even landing probes successfully on fast moving asteroids, like Japan’s Hayabusa 2. ISRO’s next Moon-shot will be a collaborative effort with Japan’s JAXA scheduled for 2024.
