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Comment | Why Karnataka will be tricky for BJP
The BJP state unit Karnataka is on the back foot and Narendra Modi should avoid be seen as interfering in state politics.
Comment | Why Facebook’s new ad rules won’t stop political parties from spreading misinformation
It is a good step to bring transparency to direct advertisements with political branding, but how to check social media influencers?
Comment | Tata Steel-Thyssenkrupp: Drawing a line in the sand
Tata Steel’s joint venture with Thyssenkrupp is a much anticipated event but it needs to clear the EU’s anti-trust hurdle. An update is due this week.
Comment | What falling equity MF inflows mean for investors and markets
Gross inflows high, but so are redemptions.
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Essay| A deep dive into the history of RBI’s reserves
It is interesting to note that RBI’s capital has remained unchanged, but its reserves have changed significantly over the years
Comment | Tata Motors runs headlong into the Great Wall of China
Brexit, US tariffs, investments in future technologies, excess capacity and high cost structure are taking their toll on JLR.
Comment | RBI consumer confidence survey shows a surge in optimism
The government has done a marvellous job of keeping expectations high, which should help in the elections
Comment | Imports may cease to bother steel producers if iron ore continues its upward march
Steel producers have asked for a hike in import duties, to protect the domestic industry. Help may be at hand. Iron ore prices have been rising sharply, due to Vale’s regulatory issues. Eventually, steel prices will too, giving steel producers relief.
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Comment | Kerala's fishermen deserve the Nobel Peace Prize
Kerala’s fishermen have been recognised for their efforts by the state government and various organisations. Perhaps there's still this incomplete expression of gratitude which wants to see them being recognised at an international level.
Comment | Who is right -- RBI or its panel of professional forecasters?
The panel of forecasters say inflation will be higher
Comment | Walmart can’t just exit Flipkart investment, even if it wants to
Selling Flipkart at a discount would hurt Walmart’s global shareholders. Even then, it won’t find a foreign buyer due to new ecommerce norms. An Indian buyer, if there is one, will like it dirt cheap.
Comment | Why Robert Vadra’s ED case will directly impact Priyanka’s political innings
Much will depend on how the Congress deals with the developments in the days ahead.
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Opinion | Why is trouble brewing in the Mumbai Congress
It is unlikely that there could be a major overhaul in the Mumbai Congress just ahead of the Lok Sabha polls. However, Sanjay Nirupam might soon find the going tough.
Comment | What’s the hurry with a rate cut?
Fiscal profligacy will surely come to bite if not in the run-up to elections, then certainly after a new government is sworn in.

Opinion | RBI delivers a surprise and turns growth friendly
The central bank has also announced a few steps that will support consumption
Comment | The MPC may not have too many surprises in store
With both fiscal and monetary policy becoming expansionary, it is possible that inflation might pick up
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Comment | Why Indian women are dropping out of workforce, but Bangladeshi women aren't
IMF research says India could boost its economy by 27 percent, by raising women’s participation in the workforce.
Comment | SEBI’s new rules will lead to wide tracking errors for passive funds
The purpose of an index fund is lost if it does not follow the index.
Opinion | MPC may hold rates, but with a strong dovish tilt
While macro fundamentals have changed, cutting rates at this stage could raise credibility issues
Comment | Angel tax: Before defining startups, define ‘fair market value’
Angel tax is on the difference of fair market value and face value, but methods of determining fair market value is flawed.
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Opinion | RBI's surplus transfers to the government: Lessons from other countries
RBI’s expert committee clearly has a tough job on its hands.
Comment | Investors fear Vedanta’s Anglo American detour may only be a trailer
Vedanta’s investors fear that their company may become an investment vehicle for the group’s global ambitions and the effect that could have on its financials
Opinion| Why Shaktikanta Das’s first MPC meeting is important
It would be interesting to see how the MPC interprets the new fiscal roadmap
Franklin Templeton India Crisis: Comment | Debt mutual funds should learn from the past
If an entrepreneur runs a highly successful business, it doesn't necessarily follow that she will do equally well in a completely unrelated industry.
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Comment | PMI data show robust economic growth before monetary policy announcement
Job growth strong, price rise muted; but the worry is that firms are reporting cash flow problems.

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