Page 7 - T N Ninan

Poverty alleviation: Why India is not able do to what China has pulled off

What should concern India is not just its loss of economic momentum, but also the fact that it is not outpacing countries not even remotely like China in growth and development, writes T N Ninan

A different Modi: The PM is no longer shy of showing his real hand

A faltering economy may have led to a re-think on economic strategy. And Mr Modi might think he is politically strong enough to take some risks. But there could be a minefield ahead, writes T N Ninan

Budget for the victims: Some silent crises for Ms Sitharaman to address

A consumption boost through continued pay-outs for another year to those at the bottom of the pyramid, and still more money for the employee guarantee scheme should be in order, writes T N Ninan

Manufacturing might or services - what will steer India's future economy?

We must acknowledge that India cannot replicate the export orientation of the East Asian manufacturing story, or even Bangladesh. The services story will have to compensate for this, writes T N Ninan

What unicorns' coming of age means for big business and retail investors

While foreign investors like Japan's Softbank, China's Alibaba, and the US' Sequoia are big players in the start-up space, India doesn't have a serious VC sector with risk appetite, writes T N Ninan

Banking's game of pretend: It's time we recognised the fate of govt banks

The only feasible way to have a healthy banking sector could be making it mostly private, along with two or three large, better-run government banks, writes T N Ninan

Looking back, and forward: How economies and economics changed in 10 years

Even as both India and the world struggle to re-build after Covid-19, they face slow-burn problems that could develop into full-blown crises, writes T N Ninan

Big Tech's big worries: Why are govts everywhere out to de-fang FAANG?

So far, there seems to be limited debate about their activities in India, where virtually all FAANG companies have teamed up in different ways with India's most powerful businessman, writes T N Ninan

Things India must do to be a functioning social democracy

If even a modest but growing social welfare package is to be affordable, the public sector has to perform or be disbanded so that the govt can shut down one of the two cash burners, writes T N Ninan

The solution to farmers' grievance lies not on farms but in factories

If fewer hands were employed on the farms, incomes per head would rise for those who stay engaged in agriculture. Farmers would then not worry about assured product prices, writes T N Ninan.

Unrealistic to expect manufacturing to be 25% of India's GDP, even by 2030

The decision to stay out of the Regional Comprehensive Economic Partnership has the potential to become in the long term one of the Modi govt's major blunders. T N Ninan explains why

Savings, profits, stocks can't stay high for long amid low income and interest rates

Things that cannot go on forever will not go on forever. There will be a change in the direction of the wind. One must hope it will be slow and calibrated, writes T N Ninan

Amid grim fiscal outlook, this 'act of god' could salvage Sitharaman's Budget

If the Finance Commission recommends a smaller tax share for states, the Centre will get more money. On what that would do to 'cooperative federalism', you don't need to guess, writes T N Ninan

Looking at the canary: Do SBI Cards' bad loans have a deeper meaning?

If Covid-19 causes a fresh havoc to government-bank finances, it could be back to the old story of large-scale losses prompting further capital infusion by the government, writes T N Ninan

Will the Modi govt's 'second push' get it right on the economy?

From an economic standpoint, the success of the Modi govt's recent policy and legislative action would depend more on interlocking process changes than on one-time announcements, writes T N Ninan

Necessary, not sufficient: Labour reforms a good start; will we see more jobs now?

If the law changes work, everyone can celebrate. If not, it will be for want of reforms in several other areas like land, transport, electricity, and tax laws, writes T N Ninan

'We're rising, you're rising': Let's stop pretending parity with China

India's subsequent under-performance since 2010, even as China has accumulated strength and influence, has increased the power imbalance between the two 'Asian giants', writes T N Ninan

Popular leaders and patchy economic legacies: Can Modi buck the trend?

The last three PMs who served full terms started out in their early 70s. Mr Modi is younger and fitter. Now he needs to find it in him to change course if he is to beat economic odds, writes T N Ninan

Will India's growth potential slip below rates achieved in 1980s and '90s?

The forces causing the growth slowdown and rising inequality were there before Covid-19, and these trends are now getting accentuated, writes T N Ninan

More hospitals, fewer schools: India's population trends require solutions

There will be more people in the north, but wealth will be in the south: good governance can manage such rifts, write T N Ninan