Page 2 - 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

Being people-centric: Indian govts no slouches when it comes to spending

Percentages can mislead: A higher percentage of a lower GDP per head can translate into less absolute spending per head than a lower percentage of a much greater GDP per capita, notes T N Ninan

Seeking cultural roots: Beyond name change, regimes, and identity politics

With changes to Delhi's architectural map, a re-naming rash, and more Hindu symbolism in secular spaces, the govt is making it clear it wants a clean break with post-colonial India, writes T N Ninan

India's growing heft: The dichotomy between domestic and global opinion

Handicapped without a UN Security Council veto, India can nevertheless become a great power, but what that will entail remains a work in progress, notes T N Ninan

Beyond forming an alliance: INDIA must offer more than the govt's criticism

Building the temple in Ayodhya, removing J&K's special status, and ending the so-called minority appeasement may be Mr PM's pitch to beat the criticism on inflation and unemployment, writes T N Ninan

Test for Opposition: How many of BJP govt's laws will it undo if elected?

If the Opposition wants to offer a different approach to political and economic issues, could it spell out the action it would take on the Bills that were passed despite its opposition, asks T N Ninan

Back to the licence-permit raj in this season of bad ideas

It may be time to restore economics and prior consultation to their rightful place in the policy-making process, writes T N Ninan

PM's 'guarantee', cyclists, and the challenge of long-run economic growth

The important question is whether India can also get rid of multi-dimensional poverty - a modest concept that stipulates a bare-bones minimum income, education and quality of life, writes T N Ninan

When facing foreign criticism, India's defensive aggression won't help

India needs a more measured response to criticism from abroad while the West needs to check the lens through which it views places like India, writes T N Ninan

What critics of the govt miss: Not much is lost if the PLI scheme fails

Seeking a repeat of the East Asian model of merchandise export-led growth is a chimera. For India, services drive export growth, writes T N Ninan

India's demographic dividend: More talked about than actually encashed

In a country that often touts achievements ahead of their actually being achieved, the story about the demographic dividend being largely wasted is unfortunately likely to continue, writes T N Ninan

Is Apple's focus on India as momentous as Suzuki's entry 40 yrs ago?

The full measure of Apple's success in India will depend on its becoming more than a phone company. Still, this promising start is sufficient for the moment, writes T N Ninan

Why climate change makes GDP unsuitable for measuring economic churn

GDP does not capture issues like welfare, inequality and human development. Nor does GDP capture the damage to the environment caused by economic activity, writes T N Ninan

When the randomness of monetary policy reminds one of a game of Ludo

The real issue may be that the RBI does not really subscribe to the mandate it has been given, and the govt, in a pre-election year, quietly supports such agnosticism, writes T N Ninan

Why the answer to India's export and employment worries may lie in R&D

Even if 'China plus One' offers new labour-intensive opportunities, India's trading success may lie more in value-added exports, and spending on R&D and innovation will pave the way, writes T N Ninan

Taxing capital: Withdrawal of debt LTCG benefits should have been debated

The govt's step could push investors to choose riskier equity, or to fall back on bank deposits, thereby negatively impacting the debt market which actually needs to grow, writes T N Ninan

Assessing contagion: 'Little, then lottle', like ketchup coming out of bottle

In every systemic crisis, there are initial soothing noises from regulators and commentators: There won't be contagion. Except that eventually there is contagion more often than not, writes T N Ninan