Village electrification done, it’s time for universal access. The road is tough. But a mix of policy and fiscal interventions can turn the dream into reality
All that glitters is not gold. This overegged aphorism perfectly describes the Indian equity market today
With the Union budget on July 5, a total removal of angel tax provisions so as to give an impetus to the growth of the start-up industry is expected.
The Congress has to shake off its demoralising loss at the general elections and come up with a strategy to win the upcoming state polls.
Even though the unemployment crisis has a lot to do with the policies and not with the budget announcements, the interest lies with the intent of the government to address some of the fundamental challenges in the job sector.
That the US and China have agreed to resume trade talks is good but not enough to rid the uncertainty that has gripped the metals sector
The Nordic nation has a unique mix of high mobility between jobs, low job security, and high rates of unemployment benefit which make up its unique “flexicurity” model. Plus, there is a well-developed adult vocational training.
The question is: how long will the celebrations in the markets last?
A prolonged period of ultra-low interest rates gives rise to many distortions and could set the stage for the next financial crisis
The upcoming Budget is expected to take measures to address the slowdown in private consumption.
The case for fiscal stimulus is well presented. But that’s not all. For India to become a $5 trillion economy by 2024, doubling down on fiscal reforms cannot be overstated
New project announcements fell 87 percent from a year ago
The interim budget having paved a solid path for the upcoming budget, some clarity is now expected on many points of contention surrounding taxation in real estate.
A fraught public education system in India presents a variety of opportunities for EdTech market players to enter with the promise of customisation and efficiency.
There is a lot of talk swirling around the need to reintroduce wealth tax. Since there is an absence of a universal social security cover, taxing wealth additionally may be viewed as a dis-incentive to wealth creation, which is key to retirement
The lure of Chinese vendors is too strong to resist. But security concerns are making policymakers tread with care
From its inception, the main agenda of any G20 meeting has been to discuss global economic governance. So the outcome of G20 has to be judged purely from its impact on contemporary global economic issues.
Will the Budget prove to be a catalyst for a recovery in earnings and therefore support current valuations?
The 2017-18 survey contains several messages that the government should use in formulating medium-term policy
It’s necessary for household savings to rise to ensure there are enough funds for capital formation in the economy. If savings do not go up, the current account deficit will bloat when the capex cycle turns.
Capex fell during the first two months of the fiscal year
Oyo’s American dream comes with a host of challenges despite the Indian unicorn being able to leverage on investor Airbnb’s home expertise
In the next phase of GST, the government is expected to take up many unfinished agenda, reforms, simplification of compliance procedures, rationalisation of tax rates, among others
Under RBI’s baseline scenario (without taking into account any capital infusion from the government), system level capital adequacy ratio is projected to come down to 12.9 percent in March 2020 from 14 percent in March 2019. As many as five banks will have a capital adequacy ratio below the regulatory minimum of 9 percent by March 2020.
The biggest problem is a lack of transmission of institutional knowledge and a severe capacity deficit on the Indian side, which is sought to be masked by over-the-top petulance and jargon like ‘strategic autonomy’
