Page 34 - Economy & Policy Analysis

Kamath committee suggestions are a good start for resolving a big problem

The exclusion of non-bank finance companies (NBFCs) is interesting, as this is sector is heavily leveraged and could face the same problem as banks from their clients

Q1 GDP numbers show economic outlook fraught with uncertainty

Indian GDP will de-grow in both Q2 FY2021 and Q3 FY2021 but pace of contraction may narrow, writes Aditi Nayar.

Q1 GDP numbers just first instalment of a bad news story on economy

If not for the numbers on agriculture and government expenditure, the GDP growth print for the first quarter of 2020-21 would have been far worse

The world can live without Davos: Society needs to listen to new voices

It's questionable if the World Economic Forum is the right venue to draw the path of recovery for a world ravaged by the coronavirus pandemic

RBI annual report: Policy resolve gives confidence despite macro challenges

The report stands out for its vast coverage, superior analysis, and key recommendations for policy priorities.

Why Informal India cannot be 'Atmanirbhar' India

The romanticism around employment-generating and cost-cutting characteristics of these informal firms have made us believe that informality is forced by excessive cost of regulation

RBI transfers its surplus to the govt, but the deficit is just too wide

The amount may not be very significant in terms of supporting the govt finances as it would be around 0.25% of GDP against an expected fiscal deficit of close to 8% for 2020-21

Manifesto of an insignificant Indian

The journey so far calls for a dispassionate performance evaluation, howsoever unsatisfactory or incomplete it may be, on account of one's limited knowledge, understanding and unavoidable prejudices

'Harvard Hyderabad': The future of US higher education could be in India

Universities that open significant branches in India could become among the very best in the world, argues Tyler Cowen.

How women, immigrants, nonwhites helped American economy boom after WW II

The hopeful truth is that when Americans band together to force open the gates of opportunity for women, for Black men, for the groups that have long been oppressed in our economy, everyone gets ahead

Here's how the loan moratorium scheme is impacting NBFCs

Have NBFCs taken a hit due to the moratorium relief given to borrowers? Listen to this podcast to find what Hemant Kanoria, Chairman, Srei Infrastructure Finance has to say

5G rollout, bad optics: SC order on AGR dues to have a far reaching impact

Vodafone Idea (VIL) would be the worst-affected if the AGR outstanding cannot be staggered or waived, but Bharti Airtel would also be under pressure

How companies can maintain employee mental health in the time of Covid-19

Very few have been able to cope with a sudden, prolonged shift to WFH; Zoom fatigue has set in, causing burnouts and low productivity

The office stays: How commercial real estate will survive Covid-19 crisis

Companies can't make work-from-home a permanent feature of their business. India's commercial real estate market will do well despite the pandemic, writes Anshuman Magazine

By retaining India's rating S&P has taken a balanced view of the economy

S&P is more sanguine about the prospects given the strong fundamentals which can help to withstand the Covid-19 impact

Suspension of IBC: Spotlight now on schemes under the Companies Act

In view of the suspension of the IBC, the government must create an alternative framework. It is the need of the hour

Deep Dive with AKB: Modi govt's GDP maths thrown out of gear. What next?

The coronavirus pandemic, which has had nearly the entire world in its grips for at least three months now, seems to have thrown the Indian government's #GDP maths out of gear

Why Moody's downgrade is not a bolt from the blue but still not justified

While this downgrade will not affect the sovereign as it does not borrow overseas, it will however affect Indian companies borrowing from abroad

Crisis growing as GDP data signals weakening demand, growth impulses

India's economy was already slowing down before it entered the Covid-19 year of 2020-21, writes D K Srivastava.

Markets were expecting a rate cut; onus now on banks to pass on the benefit

Given the severity of the situation due to the Covid-19 pandemic, the timing of rate transmission holds great significance.