Survived Covid, long recovery ahead
Services won’t recover till vaccine is fully rolled out and, within manufacturing, it is bigger firms that are doing well
Reserve Bank continues to help the recovery
Though bond yields will harden, the central bank has done well to give banks some more time to fix their bond portfolio
Union Budget 2021: Tap household savings for budget
Union Budget 2021 India: If that is done, it will reduce the dependence upon the bond market, and the costs will also be lower for govt
Organised cheer, unorganised fear: Master show, pent-up demand and K-shaped recovery
India is witnessing the classic K-shaped recovery with the formal sector doing well while the informal one lags
No V-shaped recovery this: Only big firms doing well, labour participation is low, investments weak
Until the informal economy is back on its feet, we can’t call a recovery.
Don’t let the Insolvency and Bankruptcy Code go the CDR way
IBC should never have been kept in abeyance for so long and, if not handled well, the pre-pack can deal it a big blow
Record CaFE: R Shankar Raman- A $500-billion infrastructure opportunity in five years
We expect the curve to be upward-sloping from 2022-23 onwards, and initially, we expect an average of $50 billion annually as a realistic amount.
COVID-19 vaccine alone won’t cure the economy
It will help revive economic activity, but there are deep-seated issues—and Covid-induced ones—that need fixing
Govt capex critical for sustainable GDP growth, disinvestment is key
Given the state of private investment and the balance sheets of states, central capex critical for sustainable GDP growth
RBI ignores inflation, sticks to growth plan
The policy seeks to reassure bond markets while hoping a good crop and fixing Covid-bottlenecks will ease inflation
No time to tighten those purse strings
Large enough swathes of the economy remain in trouble, so increased government expenditure will remain critical
Allowing business houses to own banks is fraught with risk
Allowing business houses to own banks is fraught with risk; India’s supervisory system is too lax to deal with it
Full-fledged economic recovery depends on MSME space
If listed firms’ profits are up & GDP is set to fall by 8-9%, it suggests the larger segment of smaller/unlisted firms is badly hit
Economy remains in the ICU for now; there is some recovery but revenues won’t really grow till FY23
The near absence of private sector investment is a big challenge
RBI Governor Shaktikanta Das does a Draghi, walks the talk
Governor Das shrugs aside inflation, makes money cheaper for governments, corporates and retail borrowers
The second half of this year could be as good as it was last year: RC Bhargava, chairman, Maruti Suzuki
If you look at what happens in the states, the time it takes to get approvals and clearances before you can run the operations, a lot of it still costs money.
Still too many roadblocks in India: RC Bhargava, Chairman, Maruti Suzuki
The government realises that if you want sustainable high demand, which is required to grow manufacturing and employment, we need to make cars affordable.
Why Govt must spend to drive up demand
The pandemic is likely to have hurt the informal sector more acutely as it comprises smaller firms with limited economic buffers to withstand shocks. If small entrepreneurs are to risk their personal capital to go into busine
Kishore Biyani knows his onions, but he needed to be a lot more prudent with his finances
Biyani believed there was enough of a catchment for chains like Pantaloons. But, India was,and is, a country with lakhs of apparel stores and millions of kiranas, half of them makeshift stalls on the sidewalks, some spilling
Restructuring is a bad idea: Last thing we need now is systemic risk
Government should recapitalise banks to allow them to decide which firms to help, and remove the IBC-freeze
Govt must borrow for infra and spend to revive the economy
Without a near-term spending of Rs 4-5 lakh crore, it is going to be difficult to even reboot the economy
Rural rebound some time away
Farm growth outlook is quite promising, but rural wages are likely to remain depressed, and consequently, demand too
The benefit isn’t quite mutual: Investors must accept MFs are risky products
Given less than ordinary returns for most of the decade, investors would be justified in feeling let down
‘Green shoots’ of economic recovery visible? Why it is premature to talk about it
Of course, economic activity is up, but it can fall as more cities lock down; and don’t ignore structural problems.
India Inc must reform, raise capital
Without stronger balance sheets, firms will perish in this harsh environment; board, group structure reforms will attract investors.
Covid-19: For movies, OTT is rewriting the script
Theatres face a grim future in the post-Covid world; OTTs may be paying top dollar now, but producers could soon favour them
Uday Kotak tells India Inc what to do to tide over Covid crisis
Given promoters’ ability to infuse fresh capital remains limited, firms must raise money from institutions and do so well before their very survival is at stake, Kotak says.
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Top News
- US export curbs can limit COVID-19 vaccine production, availability: SII CEO Adar Poonawalla
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- Entire fiscal stimulus to be funded by borrowing, revenues; not taking money from people: FM Sitharaman
- Indian economy to do better than 8 per cent prediction: FinMin
- Nearly 14 lakh inoculated against COVID-19 on Thursday, highest in a day so far, says official
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- Assam Elections 2021: BJP releases list of 70 candidates
- MTAR Tech IPO subscribes over 200 times on final day on strong investors support
- Gold prices fall below Sovereign Gold Bond issue price: Should you buy it from the secondary market?
- FM Sitharaman: India's authority to tax questioned in $1.4 billion Cairn case; ‘our duty to appeal'
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