The Indian state has been weak, and remains weak. But our expectations from it remain strong
The orchestra is building up to a crescendo
What went wrong? Is there a systemic flaw? Is there a role for the regulator here? Can this happen again? What should you do to avoid such accidents?
A disruption in supply chain, no cash flow, non-availability of labour, and the fall in purchasing power will break many businesses
Brace yourself for huge, nasty surprises and hope for lucky breaks. It may be a long, bumpy ride
Are the markets overreacting? On Friday, the Indian markets were locked in the lower circuit on opening and leading to a mandatory halt in trading for 45 minutes
Set against the virus scare and a global market crash, the latest economic numbers presents a scary scenario, especially since the December quarter in a given year is one of the strongest.
Since the high cost of funds is holding up lending, if the RBI forcibly reduces bond yields, banks will borrow cheap under LTROs and lend more
Budget was a disappointment for the market but why despite six previous flop shows, the business community had fervid belief that the seventh time would be any different?
The real agenda of the government became clear in 2014 itself, even as businessmen, financial sector experts, and most of media continued to live under a mass delusion
Under this government, slogans, memes, catchphrases, alliterative coinages, and clever abbreviations abound. One of them being repeated ad nauseam is ease of living
Is the current mood of the nation turning in the direction similar to the days of Congress-led government in 2011-13?
Structural reforms are much less about privatisation, land, and labour, and more about expanding the scope of private enterprises and allowing them to be more competitive and productive
Remember the retrospective amendments and general anti-avoidance rules of the Congress regime? Not a great example of trust and confidence.
While the real estate fund is desirable, the question is: Will this let reckless finance companies and obdurate real estate developers off the hook?