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Giving Gati-Shakti: India’s version of the new deal
The NIP will help augment India’s productive capacity, contribute to our overall growth and bring down the logistics costs, improving competitiveness
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100% FDI in telecom — gearing up for greater competition?
Government too will get its own fair share from the expanded capping on FDI as it is trying to trigger greater competition for spectrum auctions
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Air India & Tata Group – poetic justice & one that benefits everyone
Tata could be a natural fit for the airlines, however, even if any other promoter takes over, we can expect the quality of the service to improve
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The ghost of inflation no more?
The moderation in inflation is a welcome news to Indian consumers that have been under pressure since the start of the pandemic
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Bad Bank: What is in it for depositors?
As far as depositors are concerned, the biggest implication now will be that banks will have more bandwidth to deal with their credit requirements
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MSPs hiked again — time to address elephant in the room?
One of the key issues with MSPs is that they distort production decisions as many farmers grow wheat because of the assured returns on its cultivation
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Small Finance Banks — the next NBFCs?
Small savings banks & their participation will most certainly lead to greater competition in the space — and this competition may lead to consequences
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National Monetization Pipeline — regulatory capture? Not so much!
National Monetization Pipeline is effectively a good intervention as it restricts the role of the government to focus on identifying critical infra
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Fuel prices and oil bonds: The convenience of false equivalences
Ultimately, relief will have to come from a cut in VAT given the limited expenditure by states in the Covid year.
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Independence from PSUs for the taxpayer
The increasing role of private sector after 1991 should have served as a signal to the govt to gradually exit from managing public enterprises
