Page 43 - Economy & Policy Analysis

Transfer of RBI revaluation reserves can give deflationary shock to economy

Such a transfer can deliver an unintended cataclysmic deflationary shock to the real economy, driving interest rates way too high, and leading to a massive collapse in output and employment

'See a bright future for markets in Samvat 2075 amid the current gloom'

Amidst this gloom, we stick our neck out and see the Nifty at 12,800 levels by Samvat 2075-end, says V K Sharma of HDFC Securities

'After underperformance, gold is now witnessing the start of next bull run'

We expect that lack of global cues could keep volatility low for gold, but on domestic bourses, prices could continue to gain on weakness in rupee.

'Economy is facing several pools of uncertainty'

Looking forward, it does appear that GDP growth will move towards the 7.5% mark with a downside risk in case the present liquidity crunch affects prospective investment.

Sabarimala: Ban on women fails four key tests of constitutional morality

Excluding menstruating women from the shrine also violates Article 17 -- the Constitutional provision prohibiting untouchability

The statue of unity: Can it become the new magnet of tourism for India?

History shows that once-in-a-lifetime structures like the Statue of Unity create opportunities around them, especially in tourism, that create a positive return on investment in just a few decades

Airpocalypse: Band-aid solutions won't fix Delhi's grave air problem

The government is aware of steps that it needs to take to fix this problem, but has not done what is needed to fix this public health emergency

Air purifiers to fight Delhi pollution: When the state abandons public good

There are certain indispensable tasks of the state, rather than it being the mai-baap of all domains

Investors can either get overwhelmed and panic or hunt for opportunities

The marketmen latched on to the narrative that India did not prosper due to the misdeeds of the past government, but going ahead we should get back on track with the proposed reforms

What makes telemedicine the next big mover in the Indian healthcare space

Apart from lab services, diagnosis and second opinions from super specialists, telemedicine even offers long-distance ICU services to the remotest corners of the country today

Q2FY19 preview: IT firms to report higher sequential EBIT margin on Re fall

The top five IT firms are likely to post 1 per cent to +2 per cent QoQ growth in US dollar revenue (0.5 per cent - 3.3 per cent QoQ in CC terms), with TCS likely to lead the pack.

Q2FY19 preview: NBFCs' medium-term challenges to stay; not yet time for buy

Asset quality for NBFCs has so far been under control, but a sharp rise in interest can start having some issues with interest servicing capability of borrowers

RBI surprises with status quo on key rates, less concern on currency

Docile food inflation would mean that the MSP has not worked and this is where the irony lies

Political wink-and-nudge: OMCs took a hit on their margins even earlier

What Jaitley did on Thursday by asking them to absorb another one ruppe per litre was to increase that squeeze and make it formal

What makes S-400 a politically savvy deal, but hardly a game changer

Its integration may turn the missile into a white elephant that could bleed the military down the line; it may also not be effective against the F-16s Pakistan has bought, or China's stealth fighters

Abrogation of Section 377: Law can only change law, not behaviour of people

It will take decades before we can actually eradicate the stigma of being gay or transgender, as a homophobic population will continue to judge and discriminate

Aadhaar: The spirit of the dissent may outlast the verdict of the court

The SC's Aadhaar judgment is reminiscent of the judicial approval for denying fundamental rights during the emergency

As competition in NBFC space rises, asset quality bound to take a hit

With PSU Banks reeling under crisis, the NBFCs had a field day in the last 3-4 years

Floating NRI bond: A worthwhile idea whose time may not have come yet

The idea of getting dollars in is lucrative but the accompanying cost also needs to be considered

Govt moves to arrest rupee depreciation to have limited impact: HDFC Report

Increase in short-term external commercial borrowings or FII exposure "could lead to further worsening of vulnerability ratios and the global investors might actually take this negatively", it warned