Weekend Ruminations

The govt's step could push investors to choose riskier equity, or to fall back on bank deposits, thereby negatively impacting the debt market which actually needs to grow, writes T N Ninan

In every systemic crisis, there are initial soothing noises from regulators and commentators: There won't be contagion. Except that eventually there is contagion more often than not, writes T N Ninan

Among reasons for the shift could be higher cost of servicing debt, bond holders' risk awareness making roll-over option expensive at the time of repayment, and reputation issues, writes T N Ninan

Most forecasters had it that India would do significantly better than China in FY24, but the scenario has undergone a change in recent weeks, as China has altered course dramatically, writes T N Ninan

India's ranking on the UN's HDI has remained more or less unchanged, suggesting the country is doing no better or worse than others, though most are growing much slower than India, writes T N Ninan

The experience of South Korea, Japan and Russia has shown that the conglomerate model often comes with political connections, but such comparisons can be overblown, writes T N Ninan

With a narrow industrial base and dysfunctional politics, and a counter-productive national security agenda, Pakistan could well remain an "international migraine", writes T N Ninan

A fight could have spread effects not only on those who financed the projects Adani embarked on, but also the govt's manufacturing and infrastructure ambitions, writes T N Ninan

The last time a bear attack was launched on a businessman gaining prominence rapidly was in the early 1980s when a cabal of brokers took on "an over-priced Reliance share", recalls T N Ninan

Good or bad, India's current policy thrust on PLIs, capital subsidies, etc, is in line with the East Asian trend, if not global, notes T N Ninan

Can we have stronger regulatory and associated institutions to ensure environmental protection? If not, the shock effect of Joshimath won't last much more than a week, cautions T N Ninan

Growth beyond 6% can happen, but there are constraints on both fiscal and monetary policy, which must focus on reducing the current account deficit, the fiscal deficit and inflation, writes T N Ninan

Inadequate budgets, delays in placing orders and then in construction, poorly coordinated delivery schedules, and the China factor present manifold challenges for the navy, notes T N Ninan

From an adventurous start in 2019 to modest revenue projections last year, there has been a marked change in Ms Sitharaman's approach. T N Ninan looks at what can be expected in Budget 2023

It may be too early for isolated deals and breakthrough domestic R&D to register on a large scale, but those in the sector talk of winds of change, writes T N Ninan

As the system emerges from the Covid trauma and India shifts its sights to long-term targets, attention must turn to the underlying weaknesses that may scupper ambitious aspirations, writes T N Ninan

India must decide what it wants to be - a country admired for its soft power and market, or an arbitrary state that can do what it wills with both individuals and businesses - writes T N Ninan

Structural unemployment problem, social unrest, poor state of education and health care, and nutrition deficits among children - tomorrow's workforce - temper optimism on India, writes T Ninan

It would be wrong to think that nothing has been achieved. A great deal has, though far too slowly - for which lack of speed the world, especially its poor, will pay the price, writes T N Ninan

The quality of some of the important economic statistics put out by the govt - for much of which there can be no comparable private substitute - remain questionable and undependable, writes T N Ninan