Page 23 - Economy & Policy Analysis
Political wink-and-nudge: OMCs took a hit on their margins even earlier
What Jaitley did on Thursday by asking them to absorb another one ruppe per litre was to increase that squeeze and make it formal
 "Political wink-and-nudge: OMCs took a hit on their margins even earlier")
What makes S-400 a politically savvy deal, but hardly a game changer
Its integration may turn the missile into a white elephant that could bleed the military down the line; it may also not be effective against the F-16s Pakistan has bought, or China's stealth fighters
 "What makes S-400 a politically savvy deal, but hardly a game changer")
Abrogation of Section 377: Law can only change law, not behaviour of people
It will take decades before we can actually eradicate the stigma of being gay or transgender, as a homophobic population will continue to judge and discriminate
 "Abrogation of Section 377: Law can only change law, not behaviour of people")
Aadhaar: The spirit of the dissent may outlast the verdict of the court
The SC's Aadhaar judgment is reminiscent of the judicial approval for denying fundamental rights during the emergency
 "Aadhaar: The spirit of the dissent may outlast the verdict of the court")
As competition in NBFC space rises, asset quality bound to take a hit
With PSU Banks reeling under crisis, the NBFCs had a field day in the last 3-4 years
 "As competition in NBFC space rises, asset quality bound to take a hit")
Floating NRI bond: A worthwhile idea whose time may not have come yet
The idea of getting dollars in is lucrative but the accompanying cost also needs to be considered
 "Floating NRI bond: A worthwhile idea whose time may not have come yet")
Govt moves to arrest rupee depreciation to have limited impact: HDFC Report
Increase in short-term external commercial borrowings or FII exposure "could lead to further worsening of vulnerability ratios and the global investors might actually take this negatively", it warned
 "Govt moves to arrest rupee depreciation to have limited impact: HDFC Report")
Indian banks vulnerable to profit decline amid rising bad loans: IMF
Gross NPAs of PSBs have surged from Rs 2.67 lakh cr of advances in 2014-15 to Rs 4.76 lakh cr in 2015-16
 "Indian banks vulnerable to profit decline amid rising bad loans: IMF")
Global financial crisis: How India can look ahead by looking back
Former RBI Deputy Governor H R Khan looks back at the global financial crisis, along with the time before and after it, and lists seven lessons that we learnt from the global meltdown of 2008
 "Global financial crisis: How India can look ahead by looking back")
The hashtag (#) just turned 11. Is it time to celebrate?
On the hashtag's 10-year anniversary last year, Twitter's co-founder Biz Stone recounted how the hashtag symbol came to be so iconic
 "The hashtag (#) just turned 11. Is it time to celebrate?")
How Lehman collapse changed the way financial systems are governed globally
The world economy seems to have got back on its feet after a decade and this can be seen from the fact that several central banks have started increasing interest rates
 "How Lehman collapse changed the way financial systems are governed globally")
Section 377 read down: When lovers of liberty rose to the occasion
Five years later, 6.9.2018 would go down as the high-water mark, of one modern India's most well-documented struggles
 "Section 377 read down: When lovers of liberty rose to the occasion")
Why India is not getting the results it wants despite Kohli's heroics
Kohli can reasonably claim that the scoreboard does not tell the whole story but it remains a difficult case to make that India should have won any of the Tests it lost
 "Why India is not getting the results it wants despite Kohli's heroics")
RBI bats for improved economic performance; sanguine on capital formation
An area where the RBI has been factual is banking. While highlighting challenges of banks as regards capital and asset quality, it has highlighted its reposition process which was put in place in Feb
 "RBI bats for improved economic performance; sanguine on capital formation")
Allahabad HC order to undermine future investment in Indian power sector
The order will be a negative for large power generation projects belong to companies like Jaiprakash Associates, Lanco, GMR, KSK and Essar Power
 "Allahabad HC order to undermine future investment in Indian power sector")
One year of demonetisation: Winners and losers in the politics of note ban
This in a nutshell is the political fallout of demonetisation notwithstanding the claims of the BJP that it has been a masterstroke
 "One year of demonetisation: Winners and losers in the politics of note ban")
What are the reasons for the five-year high trade deficit in July
Despite India's huge dependence on oil, it has not been the largest contributor to the trade deficit
 "What are the reasons for the five-year high trade deficit in July")
Exclusion from Ayushman Bharat could deal body blow to general insurers
States are keeping insurance companies at bay in a bid to keep the scheme simple, cheap and serviceable; but their non-inclusion could also end up making it a non-starter
 "Exclusion from Ayushman Bharat could deal body blow to general insurers")
A new all-time low: Rupee at 70 a dollar now, but let us be reasonable
The present problem is ostensibly caused by the Turkey-US diplomatic imbroglio. Such issues can snowball into something more serious; so it will be difficult to guess when the issue will get resolved
 "A new all-time low: Rupee at 70 a dollar now, but let us be reasonable")
Karunanidhi had ability to inspire loyalty and that loyalty never left him
There has been an orderly transition within the DMK and Stalin is now in complete control of the party
 "Karunanidhi had ability to inspire loyalty and that loyalty never left him")