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  • 16-Feb-2018 | T N Ninan

    The PNB fraud: A clear cut case of no systemic accountability

    Market-based reform, like the new bankruptcy code, has a better chance of success than bureaucratic stipulations for govt bankers

  • 09-Feb-2018 | T N Ninan

    Budget beyond taxes--it's time to focus on non-tax part of revenue

    Much more money is being collected as tax but, relative to the growing economy, the govt is shrinking. Milking poorly performing or easily marketable assets will deliver more money for key schemes

  • 02-Feb-2018 | T N Ninan

    Starving defence even as military edge erodes, and the enemy flexes muscles

    As a share of GDP, defence expenditure is down to 1.5 per cent in the fifth Budget of the Modi government, from 1.8 per cent in the terminal year of the last government

  • 26-Jan-2018 | T N Ninan

    T N Ninan: Jio Mukesh! And hope his competitors will 'Jio' too

    Jio has turned profitable within 18 months of its 'launch' but that's no reason to ignore the competitors' plight who have been incurring losses

  • 19-Jan-2018 | T N Ninan

    T N Ninan: The triumph of English and why it bodes well for India's youth

    Indians' increasing comfort with English should be welcomed because poor proficiency in the language is the ultimate class barrier - English gives you the passport to a bright future

  • 12-Jan-2018 | T N Ninan

    T N Ninan: Rise of the bond market a new challenge for banks' health

    When it comes to credit, banks charge higher rates, so companies with strong balance sheets move to bonds, and banks have to lend to those with bad credit ratings - the quality of bank credit suffers

  • 05-Jan-2018 | T N Ninan

    T N Ninan: Tax, don't frighten, investors

    There are demands that the FM look for revenue sources like long-term capital gains on shares, but such a tax will have risks - besides obvious stock market impact, it could scare overseas investors

  • 29-Dec-2017 | T N Ninan

    T N Ninan: Converging and diverging

    Mukesh's new businesses like oil & gas, retail have not been great successes but he has abundant cash flow while Anil still has a pile of debt to clear

  • 22-Dec-2017 | T N Ninan

    T N Ninan: 'Uncommon nonsense'

    Six 'takeaways' from 2G verdict - there was no telecom scam; Raja did no wrong; govt lost no money; it was just wrong public perception; SC was off its rocker; a rogue CAG dreamt fanciful numbers

  • 15-Dec-2017 | T N Ninan

    TN Ninan: Choosing one's facts

    Does the bulk of the media have a political bias? Perhaps it doesn't matter so long as one can speak truth to power. But as in the case of the now-famous death of a judge, was it truth at all?

  • 08-Dec-2017 | T N Ninan

    T N Ninan: Trillion, or 10 kharab?

    A modern economy with strong global linkages must switch to million, billion and so on. For the average India, efforts needed to make the mental adjustment and give up lakh, crore may not be a big ask

  • 01-Dec-2017 | T N Ninan

    T N Ninan: Looking beyond recovery

    The economy needs to do much better than its 15-year average of 7.5% growth to take on the jobs crisis. We need more reform, without the shocks

  • 24-Nov-2017 | T N Ninan

    T N Ninan: A bone in the throat

    The problem is not GST itself, but the nature of an economy dominated by small businesses that are either unable to cope with the complexities of the tax, or are being disadvantaged in other ways

  • 17-Nov-2017 | T N Ninan

    T N Ninan: Rating the raters

    Ratings are not the last word on anything - sometimes they are unfair, at other times they flatter to deceive

  • 10-Nov-2017 | T N Ninan

    T N Ninan: Simplifying GST rates

    The only way to minimise logical inconsistencies, lobbying for classification changes and confusion about the applicable rates is to apply the 12% and 18% rates to almost all items

  • 03-Nov-2017 | T N Ninan

    100 years of Russian Revolution: A walk through St Petersburg

    As with the French Revolution, the Russian Revolution too would swallow up most of its revolutionaries - in Petrograd and elsewhere in longsuffering Mother Russia

  • 03-Nov-2017 | T N Ninan

    T N Ninan: Too many losers

    Economically, if there are too many losers, macro-demand will suffer and undercut growth. And in a democracy, this can lead to a powerful blowback

  • 27-Oct-2017 | T N Ninan

    T N Ninan: Government gets bigger

    The manner of bank recapitalisation, new price controls in pharma, use of Aadhaar point to an expanding rather than contracting role for government

  • 20-Oct-2017 | T N Ninan

    T N Ninan: 'Developed' by 2022?

    Parts of the economy are indeed developed but overall India has no hope of qualifying in the next five years

  • 13-Oct-2017 | T N Ninan

    T N Ninan: Six governance tests

    Modi government's record on governance is better than that of UPA-2 but not better than UPA-1

  • 06-Oct-2017 | T N Ninan

    T N Ninan: A tale of two countries

    A comparison of economic indicators of China and India presents a contrasting and confusing picture

  • 29-Sep-2017 | T N Ninan

    T N Ninan: Growth with inequality

    While the vocal public agrees GDP growth is central to national purpose, there's a lack of debate about growing inequality

  • 22-Sep-2017 | T N Ninan

    T N Ninan: Failure in the good times

    If Mr Modi and his team expect to win the 2019 elections, groundwork for improved performance in their second term should be done now

  • 15-Sep-2017 | T N Ninan

    T N Ninan: Creating new winners

    We can no longer argue simplistically that, if the government or public sector can't do the job, call in the private sector

  • 08-Sep-2017 | T N Ninan

    T N Ninan: The sub-seven reality

    India is no longer a rapidly-growing economy. That is not a transient blip, it is a seven-year trend