Dinesh Narayanan
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India is heading into a demographic debacle
As four states and a union territory head to the polls, direct cash transfers, especially to women, are reshaping electoral strategy, straining state finances and distorting labour markets.
After more than a decade battling rivals and regulators, the bull run of billionaire Jignesh Shah comes to a catastrophic end
Momentum indicators have shifted towards China from India, but the latter remains a hot favourite.
A big win for the BJP will enthuse investors but a correction in stock prices is inevitable. And economic progress will depend on global factors which are not looking good for India.
A shock would pulse through the economy all the way to the grassroots
Indian states will not like what Budget 2023 may have in store for them
Morgan Stanley says India’s shift to profits instead of redistribution will boost GDP growth and propel equity market cap to over $10 trillion
Delayed Census and increasingly fuzzy data is blurring visibility for researchers and policy makers
The rot in the exchange goes beyond the Chitra Ramkrishna-Himalayan yogi saga
Savvy investors are expecting a steep correction in stocks. History agrees
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