Page 32 - Economy & Policy Analysis
Gujarat Assembly election 2017: The Paradoxes of populism
When his general Tanaji died in the battle for Singhdurg, Shivaji said 'Gadh aala pan singh gela' (We won the fort but the lion is dead). BJP has won Gujarat, but lost its lion, the moral high ground
 "Gujarat Assembly election 2017: The Paradoxes of populism")
After Gujarat polls, these key events will drive markets in coming quarters
Five things that can drive the Indian markets in the near future
 "After Gujarat polls, these key events will drive markets in coming quarters")
Delhi gangrape: Why we should remember the victim for more than her courage
The ghastly Delhi gangrape that brought thousands on streets to protest 5 years ago brought sexual violence issues into public discourse more emphatically than decades of agitation by women's groups
 "Delhi gangrape: Why we should remember the victim for more than her courage")
Cancellation of hospital licences will not fix India's healthcare problem
From Delhi to Gorakhpur, the government has to elucidate its proper role in health care, and those in charge have to recognize their own responsibilities
 "Cancellation of hospital licences will not fix India's healthcare problem")
Hadiya case: The difference between a khap and a court
Judicial legitimacy is drawn from reasoning of the text and spirit of Indian constitution, not the exercise of power itself
 "Hadiya case: The difference between a khap and a court")
Google Alert on Amazon: Trai, CCI need to adopt internet regulation 3.0
There is serious thinking that giants like Google, Amazon and Facebook need anti-trust regulation because they are undermining democracy, dominating culture & poised to dominate the industry with AI
 "Google Alert on Amazon: Trai, CCI need to adopt internet regulation 3.0")
India losing comparative advantage in leading export sectors
Exports declined from $468 bn to $437 bn between 2014-15 and 2016-17
 "India losing comparative advantage in leading export sectors")
Bitcoin hits $19,000: Growing bubble or golden opportunity for Indians?
With a rise of over 1,400% this year to a level past $19,000, Bitcoin has caught the imagination of investors globally. But how safe is it to invest in the cryptocurrency? Here is all you need to know
 "Bitcoin hits $19,000: Growing bubble or golden opportunity for Indians?")
We dream of futuristic e-cars but throw big money at old-world vehicles
Does anybody care about how to sift out the various elements of congestion and pollution so that we have an integrated policy that is reasonable for both commuters and industries?
 "We dream of futuristic e-cars but throw big money at old-world vehicles")
RBI keeps rates unchanged: Don't expect miracles till March 2018
Unless inflation falls very sharply or growth slumps, will there be a reversal till March 2018
 "RBI keeps rates unchanged: Don't expect miracles till March 2018")
RBI policy: Current inflationary environment does not allow for a rate cut
Risk of inflation, especially from crude oil prices, will continue to draw emphasis and be a major factor. A hike is not at all warranted.
 "RBI policy: Current inflationary environment does not allow for a rate cut")
New CEO in place, buyback begins: What lies ahead for Infosys?
Infosys could remain as a wealth protector in the Indian equity markets for a while and even beat the inflation rate quite consistently over the next two decades.
 "New CEO in place, buyback begins: What lies ahead for Infosys?")
Q2 GDP growth raises some hope, but meeting FY18 forecast still not easy
To achieve at least 6.7% growth for full year, Indian economy must grow by at least 7.57% in each of the Oct-Dec and Jan-Mar quarters; performance of manufacturing, services sectors to be key
 "Q2 GDP growth raises some hope, but meeting FY18 forecast still not easy")
Growth outlook for remaining part of FY18 is not without risks
CRISIL's rating actions also show better credit profile of consumption-facing sectors compared with investment-facing ones
 "Growth outlook for remaining part of FY18 is not without risks")
Power Tariff Policy
A look at the details the new Power tariff policy
Islamabad sit-in: Pakistan has no hope of a state that can enforce its writ
In a surrender like no other, the state of Pakistan has made one mistake after another and shown that the mullah brigade can get away with anything and everything
 "Islamabad sit-in: Pakistan has no hope of a state that can enforce its writ")
Transfer of immoveable property via power of attorney sales: an analysis
A Delhi HC ruling permitting power of attorney sales may impact the govt's revenues due to the difference between stamp duty rates in a sale deed and a GPA sale
 "Transfer of immoveable property via power of attorney sales: an analysis")
Net neutrality: Trai does well to recommend hard-coding it in licence terms
The Indian regulator has taken a position in stark contrast to its US counterpart, the FCC whose actions are a reminder that regulation itself is subject to political vagaries, & changing governments
 "Net neutrality: Trai does well to recommend hard-coding it in licence terms")
Q2 review: Nearly 45% of corporate results are above expectation
The review for Q2 of FY18 is good with improvement in H2FY18 & beyond
 "Q2 review: Nearly 45% of corporate results are above expectation")
Both Apple and Rahul talk cool stuff but badly need strategy to win India
Tim Cook is pretty much stuck with brand vanity and a couple of frills that won't really touch the more budget-conscious millions
 "Both Apple and Rahul talk cool stuff but badly need strategy to win India")