12 results found

Gujarat 2017, lessons for all

This election was the first since slow economic growth was apparent and in the data. A slow economy, however, was not the only factor — after all, in Himachal Pradesh, the BJP won by a large margin.

Gujarat 2017- A turning point?

For whom will the Gujarat election toll – a confident BJP or a reviving Congress? The opinion polls suggest that Gujarat may not be a Rahul Gandhi moment.

Making RBI accountable

The first year of operation of the Monetary Policy Committee has imposed considerable costs on the economy with very few benefits. What explains its decisions?

Data vs gossip: Who should win?

The incomes of the poorest are rising at a faster pace than any time since January 2015. That could be the reason for Modi winning elections and why the growth slowdown will soon reverse.

It’s interest rates, stupid

Inflation is down by 700 bp since 2013, and policy rates have declined by 200bp — and you are still wondering why GDP growth is slow?

Cow vigilantism — or minority hunting?

PM Modi has nothing to gain and everything to lose by pursuing a divisive social agenda. He has to worry both about the enemy within, and the one outside, his development tent.

Seeking redemption in UP 2017

Many expect the Uttar Pradesh election to go the Bihar way — a big loss for BJP. However, the same math suggests the BJP is likely to win a comfortable majority in the state

Not business as usual

Budget 2017-18 is probably the most brilliant economic and political document since the path-breaking budget of 1991

Taxation — beware of the enemy within

A meaningful reduction in effective corporate tax rates to around 20 per cent is the correct follow-through to the logic, and pain, of demonetisation.

Financing basic income for the bottom 50 per cent

A political and economic masterstroke would be for the Union budget to contain a basic income scheme for the bottom 50 percent — the poor and lower middle class