Page 13 - Economy & Policy Analysis
Deep Dive with AKB: GST row and the question of cooperative federalism
When the coronavirus pandemic has hit the Indian economy hard and squeezed government revenues, we are seeing quite a row between the Centre and states over GST compensation.
Deep Dive with AKB: GST row and the question of cooperative federalism
When the coronavirus pandemic has hit the Indian economy hard and squeezed government revenues, we are seeing quite a row between the Centre and states over GST compensation.
 "Deep Dive with AKB: GST row and the question of cooperative federalism")
Will RBI MPC hold or cut rates? Your most pressing questions answered
Given inflation pressure, there is no doubt that it would be difficult for the MPC to cut rates in the near-term
 "Will RBI MPC hold or cut rates? Your most pressing questions answered")
Does a Bayesian approach allow us to understand the trajectory of Covid pandemic?
In tackling the pandemic, India followed an approach similar to the Barbell strategy in finance - hedging for the worst outcome initially, and updating its response step by step via feedback
 "Does a Bayesian approach allow us to understand the trajectory of Covid pandemic?")
Fiscal deficit may hit 8% of FY21 GDP on additional govt borrowing: Experts
The development comes at a time when the economy is limping back to normalcy after a stringent lockdown that lasted over two months
 "Fiscal deficit may hit 8% of FY21 GDP on additional govt borrowing: Experts")
Taking all shelf space: Why Reliance Retail will be a tough act to follow
Reliance Retail is everywhere, and its consumers can do just about everything - entertainment to payments and financial product purchase - that business model is hard to emulate, writes Arvind Singhal
 "Taking all shelf space: Why Reliance Retail will be a tough act to follow")
Oil market's reliance on China shows narrowing options
Platts Analytics sees oil prices struggling to go beyond the mid-$40s/bbl mark by the end of calendar year 2020 (CY20) before creeping up to $50/b by end-2021
 "Oil market's reliance on China shows narrowing options")
Kamath committee suggestions are a good start for resolving a big problem
The exclusion of non-bank finance companies (NBFCs) is interesting, as this is sector is heavily leveraged and could face the same problem as banks from their clients
 "Kamath committee suggestions are a good start for resolving a big problem")
Q1 GDP numbers show economic outlook fraught with uncertainty
Indian GDP will de-grow in both Q2 FY2021 and Q3 FY2021 but pace of contraction may narrow, writes Aditi Nayar.
 "Q1 GDP numbers show economic outlook fraught with uncertainty")
Q1 GDP numbers just first instalment of a bad news story on economy
If not for the numbers on agriculture and government expenditure, the GDP growth print for the first quarter of 2020-21 would have been far worse
 "Q1 GDP numbers just first instalment of a bad news story on economy")
The world can live without Davos: Society needs to listen to new voices
It's questionable if the World Economic Forum is the right venue to draw the path of recovery for a world ravaged by the coronavirus pandemic
 "The world can live without Davos: Society needs to listen to new voices")
RBI annual report: Policy resolve gives confidence despite macro challenges
The report stands out for its vast coverage, superior analysis, and key recommendations for policy priorities.
 "RBI annual report: Policy resolve gives confidence despite macro challenges")
Why Informal India cannot be 'Atmanirbhar' India
The romanticism around employment-generating and cost-cutting characteristics of these informal firms have made us believe that informality is forced by excessive cost of regulation
 "Why Informal India cannot be 'Atmanirbhar' India")
RBI transfers its surplus to the govt, but the deficit is just too wide
The amount may not be very significant in terms of supporting the govt finances as it would be around 0.25% of GDP against an expected fiscal deficit of close to 8% for 2020-21
 "RBI transfers its surplus to the govt, but the deficit is just too wide")
Manifesto of an insignificant Indian
The journey so far calls for a dispassionate performance evaluation, howsoever unsatisfactory or incomplete it may be, on account of one's limited knowledge, understanding and unavoidable prejudices
 "Manifesto of an insignificant Indian")
'Harvard Hyderabad': The future of US higher education could be in India
Universities that open significant branches in India could become among the very best in the world, argues Tyler Cowen.
 "'Harvard Hyderabad': The future of US higher education could be in India")
How women, immigrants, nonwhites helped American economy boom after WW II
The hopeful truth is that when Americans band together to force open the gates of opportunity for women, for Black men, for the groups that have long been oppressed in our economy, everyone gets ahead
 "How women, immigrants, nonwhites helped American economy boom after WW II")
Here's how the loan moratorium scheme is impacting NBFCs
Have NBFCs taken a hit due to the moratorium relief given to borrowers? Listen to this podcast to find what Hemant Kanoria, Chairman, Srei Infrastructure Finance has to say
 "Here's how the loan moratorium scheme is impacting NBFCs")
5G rollout, bad optics: SC order on AGR dues to have a far reaching impact
Vodafone Idea (VIL) would be the worst-affected if the AGR outstanding cannot be staggered or waived, but Bharti Airtel would also be under pressure
 "5G rollout, bad optics: SC order on AGR dues to have a far reaching impact")
How companies can maintain employee mental health in the time of Covid-19
Very few have been able to cope with a sudden, prolonged shift to WFH; Zoom fatigue has set in, causing burnouts and low productivity
 "How companies can maintain employee mental health in the time of Covid-19")
