Without a concerted effort at innovation, Indian firms will forever hope for an open door abroad.
US has cold-shouldered Indian geeks but its own companies will also lose heavily.
Despite a hefty cut in corporate taxes and other sops, India Inc is reluctant to commit fresh capital.
The big trigger for FPIs would be additional rate cuts by the US central bank.
Frequent disruption of the iron ore market is a flawed policy, will thwart investments.
India should consider alternative sources at no additional cost.
The result of retail rush in 2024 and 2025 is that stocks have become very expensive.
SEBI’s mega reforms are a win-win for all—FPIs, DIIs as well as retail investors.
The govt’s ethanol blending drive is well-intentioned but many are seeing the transition as a leap of faith.
GST reset may inflate tax costs on several merit goods and insurance, needs fixing.
Need for interim government at the earliest to steer it out of turmoil.
The signal from the bond market shows nervousness about govt borrowings.
Special relations are broader than doubling bilateral trade to $500 billion.
Severe flooding and landslide episodes in North India should be a wake-up call.
The steady decline in India’s infant mortality rate shouldn’t lead to complacency.
Telcos need to be prudent about tariff hikes so that they don’t end up hurting rather than helping.
India needs to move fast beyond the back end to become a full-stack semiconductor nation.
Too many uncertainties are likely to keep foreign equity investors away for long.
