It’s a new normal for markets and policymakers as global liquidity tightens and rates harden
The Budget should aim to make the new tax regime more attractive for individuals
Railways should spend sensibly on capex and manage its operations differently
Cryptos should be regulated as a speculative asset and subject to a high rate of capital gains tax
The Budget should give a big push to PMAY and grant some demands of realtors
LTCG on equity funds needs review in order to nudge investors to take the funds route
India’s EV transition needs to be accompanied by a boost in charging infrastructure
The resurgence in IT hiring is good for the economy, but it comes with its own challenges for the industry
The battered tourism, hospitality and aviation industry could do with a budget stimulus
The Centre should keep in mind the rising bond yields while finalising the deficit figure in the Budget
New investors in stock markets should be educated about the risks in equity investing
The GST invoice matching mechanism remains a work in progress after four and a half years
If Vodafone Idea is to be rescued, raising government stake is the worst way to do it
ECLGS has kept small firms going amidst Covid. Its role should be expanded
Ban on rallies, road shows must continue through the elections, to avoid super-spreader events
The NSO’s advance estimates have factored in faster growth in H2, which looks difficult amid a third wave
The current account deficit which has started to rapidly expand, needs to be watched closely
Decisions should be based on a dashboard that tracks hospitalisations, ICU and fatalities
The Centre regulating direct selling is welcome but it should refrain from micromanaging the sector
GST rate rationalisation in textiles needs to be carefully thought through
RBI’s FSR suggests that banks have pivoted from industrial to retail lending. This brings its own risks
2021 was great for start-ups. It’s time to shift gears amidst financial uncertainty
The world will be looking forward to 2022 with hope and optimism, and leaving Covid behind
The RBI’s banking trends and progress report points to the urgent need to revive bank credit growth
SEBI’s latest moves in primary market and MFs are welcome as they fix regulatory gaps
Scrapping old thermal plants for ecological and efficiency reasons should be done carefully
The Centre needs to seriously consider regulating ed-tech companies
Opening up vaccinations to adolescents and boosters for the elderly are timely moves
A long-term solution needs to be found for controlling gold imports; a bullion bank can help
The charges levelled by tax authorities against ARCs are serious and may require RBI to act, if they’re true
JPC version of data protection Bill is lax on govt accountability and casts its net too wide
Trading suspensions are anathema to free markets; SEBI ban will kill the ailing agri derivatives market
The govt should start expediting the process to roll out Covid vaccination for those under 18 years
Delicensing of power distribution needs to be thought through carefully
Cable giants are unregulated compared to DTH players, with OTTs complicating the scene
The RBI may have to follow the Fed in acknowledging the threat posed by inflation
RBI’s move to sweep NBFCs into PCA framework is fine, but it may involve too many exclusions
Besides global factors, structural inflation, which is sticky, might be setting in. The RBI should be ready
Excessive curbs on algo trading by small investors are unnecessary
