T N Ninan

BS@50: The story of India's 50-year journey of high growth and development

India had started to turn corner around the time Business Standard was born. Attention to under-addressed areas can now put it on course to becoming a truly high-growth, 'high-development' economy

The East wind blows harder

The global power balance is shifting as China and Russia assert dominance in technology and diplomacy

Vineet Nayyar: A tribute

He was known to friends as a warm person with a sharp mind, a generous heart and ready wit

The other side of India's jobs story

The bigger problem is the nature of employment, rather than unemployment, and the realistic solution could be fostering farm-related enterprises

The last quarter-century has turned out to be less Brics, more China-India

China and India have proved the Brics forecast right in the quarter-century gone by. In the second quarter-century expect broadly more of the same, with India gaining prominence, writes T N Ninan

'Discontents' notwithstanding, India has done well in last quarter century

While India should be concerned about disparities, the fact is that whereas three decades ago about half the people had incomes greater than $2.15 a day, today seven out of eight do, writes T N Ninan

Advantage Moscow: 'Fortress Russia' hasn't turned into 'rubble Russia'

Russia will pay a long-term price, of course, but it has weathered Western sanctions. Its current position isn't what Western powers would have predicted in February 2022, writes T N Ninan

Fear and cheer: The paradox of the Indian business scene

The point is that businessmen look to prosper; what they seek to minimise is uncertainty, which denotes risk. Beyond that they are politically agnostic, writes T N Ninan

Handle with care: India's latest GDP numbers flatter but don't deceive

Even if no statistical jugglery is afoot, the "noise" in India's GDP numbers should be eliminated in order to hear the underlying music without distortion, writes T N Ninan

Why Indian Railways needs to evolve new business plan and revisit pricing

The Railways' profitable freight business is losing ground to the competition, while meeting pent-up passenger demand will mean more losses, notes T N Ninan

Palliatives, not solutions: When politicians hide failures under largesse

Voters have learnt to look for what they can get today, not tomorrow, and seem to choose parties offering the most generous packages - which encourages a rush to raid the treasury - notes T N Ninan

Dominance and vibrancy: Is Indian business getting oligopolistic?

With cash in the bank and low debt, the bigger players may establish their dominance in markets that require scale, but that does not seem to mean smaller companies will do poorly, writes T N Ninan

Planning for megapolises: What to expect from infra boom in NCR and Mumbai

In time we might see the Indian equivalent of the Greater Bay area of southern China. It may be time to plan ahead for better outcomes than we have seen so far in India's cities, writes T N Ninan

No policy for troubled times: Does inflation targeting really work?

On the evidence at hand, inflation targeting works only when the world economy is normal, and demand swings up and down in small cycles that monetary policy tackles, writes T N Ninan

A coming-out party: Olympics, development and a statement to the world

If Ahmedabad is India's preferred candidate, as seems likely, hosting Olympics 2036 should give it a leg up: A bigger airport, a better metro network, more hotels, flyovers and so on, writes T N Ninan

The economic mosaic: Chugging along at the 'new-old normal' growth rate

A GDP growth rate of 6-plus per cent is great, given the global context, but there's no near-term prospect of acceleration, notes T N Ninan

'Industrial coup': How China grabbed pole as the world kept napping

Was it happenstance, or reflective of an already acquired manufacturing might, or strategic foresight, or that the West was caught napping? The full story is that it is all of these, writes T N Ninan

Taming Big Tech: Battles are raging on more than one front

The profitability of Meta, Amazon, Microsoft, Alphabet and Apple (MAMAA), twice the S&P 500 average of 10 per cent, has come to be seen as flowing from the abuse of market power, writes T N Ninan

Taming Big Tech: Battles are raging on more than one front

The profitability of Meta, Amazon, Microsoft, Alphabet and Apple (MAMAA), twice the S&P 500 average of 10 per cent, has come to be seen as flowing from the abuse of market power, writes T N Ninan

Penalised for demographic success? Strange case of states south of Godavari

Ahead of a delimitation exercise, the government would be well advised to pre-emptively make offers like greater regional autonomy or an unchanged Rajya Sabha to the southern states, writes T N Ninan