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Macro Matters | Who are most at risk of being unemployed in India?
There is wide variation in unemployment rates among the states
Macro Matters | Wanted: A budget with credible fiscal arithmetic
The shortfall in FY19 revised estimates means that the projected numbers for FY20 will also need to be revised downwards
Policy point | The Indian economy needs careful policy handling
A revival on the back of excessive policy accommodation may not be sustainable and end up being inflationary.
Political Capital | Why free ride for women in Delhi Metro is a bad idea
Spending money on subsidies such as this would mean that the government will have so much less to spend on building infrastructure or educating girls in the capital.
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Politics | Modi’s team of ministers outlines new government’s focus
Narendra Modi’s selection of 24 Cabinet ministers, nine ministers of state with independent charge and 24 ministers of state has a lot to do with implementing 75 milestones before 2022, which are crucial for the BJP’s continued electoral success.
China’s inclusion in a global benchmark bond index carries lessons for India
The time has come to further open up India’s bond markets to foreign investors
Budget Snapshots | The continuous postponement of the medium-term fiscal deficit target
There is a clamour for a fiscal push by the government, given the slowdown in the economy. The regular Budget for FY20 will tell us whether the date of achieving the target will be pushed back further.
Policy Pulse | Why RBI is set to cut interest rates
How effective such a rate cut would be in bringing about the desired increase in private investment, however, remains to be seen
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Macro Matters | The Monetary Policy Committee should take into account the rise in manufacturing PMI in May
PMI readings were higher in January and February this year
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
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The key signals from the GDP numbers
Government consumption contributed more than a fifth of GDP growth in the March quarter
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.
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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.
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
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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.
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’.
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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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