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co-presented by
ASSOCIATE SPONSORS
Though there is a strong case for an aggressive 50 basis points cut in policy rates, the RBI is likely to take a more measured decision to cut rates by 25 basis points.
Having saturated its organic growth model, the Kerala BJP will be forced to seek more electoral allies, and should do this before the 2021 assembly polls.
The accompanying chart shows that it has come down from 4.5 percent of GDP in 2013-14 to a budgeted 3.4 percent for 2019-20.
With inflation likely to undershoot the 4 percent target for the third consecutive year in FY20, monetary policy has unambiguous room to start reinvigorating growth.
If the SP-BSP alliance breaks up, the BJP would have the last laugh as the assembly polls would become a triangular contest in which BJP with its combination of upper castes, non-Yadav OBCs and non-Jatav Dalits would remain a formidable force.
There is wide variation in unemployment rates among the states
The shortfall in FY19 revised estimates means that the projected numbers for FY20 will also need to be revised downwards
A revival on the back of excessive policy accommodation may not be sustainable and end up being inflationary.
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.
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.
The time has come to further open up India’s bond markets to foreign investors
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.
How effective such a rate cut would be in bringing about the desired increase in private investment, however, remains to be seen
PMI readings were higher in January and February this year
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.
Reviving growth is imperative to help corporate India earn enough to justify such high valuations
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
Government consumption contributed more than a fifth of GDP growth in the March quarter
Tata Steel adds heft to its Bhushan Steel acquisition with a successful bid for Bhushan Energy
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.
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.
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.
In the US, the malaise is spreading to the services sector
Markets will take their cues from the expected reaction by the RBI and the government to the GDP numbers.
A team player with his own efficient team
