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Politics | The challenges for BJP in the south
By swiftly defusing the Hindi imposition issue (which was in the draft National Education Policy) by stating no language will be imposed, the BJP is showing that it may be learning from its past mistakes.
Markets | Q4 results reflect economic stress; strong govt action needed to justify current valuations
Reviving growth is imperative to help corporate India earn enough to justify such high valuations
Daunting tasks for Sitharaman
The new finance minister has her hands full as a number of pressing problems await to be solved, in order for economic growth to recover
The key signals from the GDP numbers
Government consumption contributed more than a fifth of GDP growth in the March quarter
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100-Word Take | Tata Steel fortifies Bhushan Steel buy with Energy addition
Tata Steel adds heft to its Bhushan Steel acquisition with a successful bid for Bhushan Energy
Politics | India’s women still wait to be heard in Lok Sabha
Contemporary Indian politics calls for political parties to introspect and change the woeful representation of women in general and assembly elections. This requires the appointment of more women in key posts within political parties.
Politics | The takeaways from Modi’s new Cabinet
If a map of India is taken and the Modi’s 57 ministers are geo-tagged to the constituency they represent, it would spread across the nation. This is a reflection of the BJP’s presence across India.
Policy | India needs to closely evaluate Huawei
India needs to develop the capability to check hardware equipment sold by Chinese companies. This is because it is possible to create back doors in smartphones and other hardware equipment for surveillance.
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Macro Matters: India is not alone—Flash PMIs show sharp deceleration in major advanced economies
In the US, the malaise is spreading to the services sector
Policy Pulse | What policy makers will look for in the March quarter GDP numbers
Markets will take their cues from the expected reaction by the RBI and the government to the GDP numbers.
Arun Jaitley’s report card
A team player with his own efficient team
Politics | What the future holds for BJP's allies in NDA
NDA allies who won big will be hoping to get important portfolios in the Union Cabinet. At the same time, the outcome of the BJP opening lines with non-NDA parties will have to be seen.
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Startup Corner | Will Startup India get a fresh lease of life under Modi 2.0?
The signature scheme is plagued by many bottlenecks. The government in its new avatar must summon courage to tackle the trouble spots
Corporate woes: Two charts that show why it’s taking so long for capex to revive
If return on capital employed is so low, where’s the incentive to go in for capex?

Politics | Young trouble in store for the Congress
Leaders such as Jyotiraditya Scindia and Sachin Pilot have been waiting for their turn long enough. With each passing day their own credibility erodes a little more among their supporters who had been made to believe in ‘apna time aayega’.
Policy point | Why the financial sector can impede economic revival
Although a number of corrective measures have been taken in the banking space, the state of NBFCs remains a cause of concern.
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SEBI’s Innovation sandbox is all loaded up, but execution is key
There is no one size fits all solution for the fintech industry. And the regulator knows it fully well
Sector AgeNDA | Climbing out of the consumption slowdown
Consumption was the one engine that kept the growth flag flying. The new government must ensure the slowdown, if it is indeed one, is temporary
Markets| SEBI’s proposed buyback rule change no cure-all
The SEBI panel may have suggested keeping NBFCs out of the picture. But the problem looks to run deeper
Politics | New India evolves from the failure of ‘Idea of India’
For the liberal intelligentsia, the Idea of India was all about posturing and little about doing things. It was playing out in policies of appeasement, pseudo secularism and caste and community-based governance, all of which have now been rejected by the people.
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NBFCs should clean up or clear out
More stringent regulations for NBFCs is the need of the hour rather than the temporary fix of a liquidity window.
Politics | It’s future imperfect for regional parties in India
Caste-based vote banks seem to have taken a hit, but religion-driven vote banks are catching all the eyeballs.
Commodity Compass | Cotton rides high on favourable market conditions
A confluence of factors has taken cotton prices higher and as of now, that trend looks set to continue
Politics | Back to the wall, the Left faces a survival issue
It is incumbent on the Left's Kerala unit to reinvent itself to remain relevant at the national level, and not just in the state
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Policy Pulse | Economic reforms agenda will depend on how NDA interprets its victory
The BJP has been voted back to power at a time when the overall economic growth is slowing with no visible sign of a cyclical recovery.

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