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PMI data for August, while indicating a slowdown, do not reflect the despondency in the markets
The Indian Railways will need massive investments to transform into a modern transporter. Seeking private investment is a welcome step.
That seems to suggest that goods producers too believe that this is a cyclical slowdown which will pass in some time. Remember that the RBI has predicted that economic growth will be better from the second half of the current year itself.
For IOC, acquiring BPCL at current market price may not be a bad deal
China’s desire to keep India and Pakistan hyphenated from a political perspective remains as strong as ever—Beijing’s reactions and statements on Kashmir reflect that.
Maruti Suzuki's August sales show a sharp decline over a year ago but its sequential data contains a glimmer of hope
In normal times, an India-Russia bilateral summit would have passed off as a routine meet. However, a clear Russian support on Kashmir issue has made Narendra Modi’s Russia visit special. In return, Moscow may bag some big-ticket defence, nuclear and energy deals.
Relaxation of policy rules is a leg-up to ease of doing business and Make in India
Despite all the noise, the government’s control over the regulator and regulated financial intermediaries remains a bone of contention
Pendency at the Supreme Court has many causes, but the most glaring is that it has been reduced to a mere appellate court (where all high court decisions are appealed and heard) rather than a court to interpret the Constitution, as it was originally intended.
Currency with the public, as a percentage of nominal GDP, is back to where it was before demonetisation
Growth in the private sector has been lower, sometimes much lower, than what the headline numbers indicate
PM’s call for greater outreach of the fitness programme is invariably linked to improving on-ground coverage of healthcare for last-mile access
If we leave out government consumption, growth in real GDP was just 4.5 percent
The timing of the merger is questionable. Bank management bandwidth will be occupied by the merger instead of pushing through loans with proper due diligence
GDP growth slows to 5 percent in April-June 2019. Delayed onset of monsoon in June and muted construction activity because of Lok Sabha elections also weighed
The NRC will have an impact in Assam and beyond. Millions in Assam are eagerly waiting to find their names on the August 31st list — it will bring cheers to the many citizens who find their name on the list, but for those whose names will not feature on the list, it’s tough times ahead.
The Gulf countries no longer see their dealings with India or Pakistan as a zero sum game. The young leaders of these kingdoms and emirates are pragmatic enough to recognise that an emerging India is a far more an attractive partner than a moribund Pakistan.
Any allocation of preferential rights to homebuyers puts the rights of banks in peril
There are a few misses, still the latest FDI move shows the way
All the three engines of the economy -- consumption demand, investment demand and external demand -- are sputtering
FCI can determine neither the purchasing/sale price not the quantities it wants to buy or sell
The focus should be on the overall public sector borrowing requirement (for the government plus public sector enterprises). That figure is close to 8.5 percent of GDP.
RBI says slowdown is cyclical and broad-based in nature. It retains 6.9 percent GDP growth estimate for the current fiscal year.
Relaxing local sourcing norms will encourage more retailers, while local producers will be forced to be competitive in the global marketplace of sourcing
