All stories by T N Ninan
Will Modi risk US sanctions and buy oil from Iran?
Rediff.com8 Oct 2018'All but one of the previous oil shocks brought either a change of government or a political crisis.' 'Is the government braced for stormy weather?' asks T N Ninan.
King of good times just refused to grow up
Rediff.com25 Sep 2018'As he goes down, he will almost certainly drag a few others down with him.' 'Once the mutual mudslinging has died down, collateral damage will probably include more bankers than politicians, given the nature of how things work in India,' says T N Ninan.
Be warned, folks: The State has jackboots
Rediff.com12 Sep 2018'India has jackboot laws legislated by all parties, a State prepared to stomp all over you, and citizens who don't often realise how easily they can be crushed under both,' says T N Ninan.
Look beyond GDP numbers: India story doesn't shine as much
Rediff.com3 Sep 2018'There is no one capturing and presenting the larger picture, such as to provoke debate the way the GDP numbers do,' observes T N Ninan.
India must grow at 8 or 9%. 7.75% ain't enough
Rediff.com23 Aug 2018'A sustainable growth rate of 8 per cent is evidently some distance away,' says T N Ninan.
The real scandal about the Rafale
Rediff.com7 Aug 2018'The air force continues to be short of planes.' 'So, more than a decade after the last selection round got under way, the same process is about to start again for the same kind of aircraft, naturally with the same likely bidders,' points out T N Ninan.
India's food mountains and the problem of plenty
Rediff.com31 Jul 2018'We are not talking pennies. The milk business is as large as the automobile industry (about Rs 4 trillion in sales),' points out T N Ninan.
BJP has more problems to deal with before 2019
Rediff.com19 Jul 2018'2019 now looks like a real contest.' 'It will not be a repeat of 2014 if the BJP has to deal with erosion of its already low vote share of 31 per cent, and also faces a united Opposition,' says T N Ninan.
Retail is the Big Hope for India's Economy
Rediff.com16 Jul 2018The boom in organised retail will set the tone for major economic overhaul. The ripple effect will be improved supply chains, volume output, integration into global commerce, and higher tax collection, notes T N Ninan.
Retail is the Big Hope for India's Economy
Rediff.com16 Jul 2018The boom in organised retail will set the tone for major economic overhaul. The ripple effect will be improved supply chains, volume output, integration into global commerce, and higher tax collection, notes T N Ninan.
Why blame Trump alone?
Rediff.com14 Jul 2018How much are others responsible for the Trump presidency moving in the directions it has, asks T N Ninan.
How the private sector has stalled India's reforms
Rediff.com9 Jul 2018'The failures of private businessmen have set back the process of market-oriented reform, though that is the only way forward,' argues T N Ninan.
Why Modi could withstand the Opposition onslaught
Rediff.com2 Jul 2018While the BJP has taken a beating, its leader still stands tall, points out T N Ninan.
Which should India have: JLR or Maruti?
Rediff.com22 Jun 2018Maruti, which is majority owned by Suzuki Motors of Japan, pays massive tax, generates huge employment (its staff are almost entirely Indians) and also makes its investors extremely rich. JLR, on the other hand, though owned by Tata has its factories in England and China and in every way (sales, employment, technology) has nothing Indian about it.
Forget China, let us be Indonesia instead
Rediff.com2 Jun 2018'While we may aspire to be a democratic if smaller version of China, we may only manage to become a larger, more accomplished Indonesia,' says T N Ninan.
Four years of Modi govt: Hyper-active yes, but...
Rediff.com26 May 2018'Nationalism built on divisiveness cannot strengthen the country, or help the economy improve its performance,' points out T N Ninan.
Full corporate recovery will happen only in 2019-2020
Rediff.com9 May 2018'An upswing in corporate performance should last at least three years.' 'Today there is some concern globally about excessive debt, which could cause unpredictable shocks down the road.' 'Domestically, if the minders of the economy are watchful about over-heating, we could avoid a repetition of the boom-bust cycle of the past,' says T N Ninan.
2018-19 promises good growth for India
Rediff.com7 May 2018'Clearly, the financial system is a drag on the economy and underlines the need for improving banking practice, regulation and oversight.' 'Without that, and an end to the cronyism that caused part of the problem, one can kiss goodbye to 8% growth,' warns T N Ninan.
2018-19 promises good growth for India
Rediff.com7 May 2018'Clearly, the financial system is a drag on the economy and underlines the need for improving banking practice, regulation and oversight.' 'Without that, and an end to the cronyism that caused part of the problem, one can kiss goodbye to 8% growth,' warns T N Ninan.
Is India turning the clock back on its institutions?
Rediff.com25 Apr 2018'Coalition governments, sometimes assumed to mean years of political instability, actually saw key institutions emerging with greater strength -- the Election Commission, the judiciary, the press, and civil society at large, among others.' 'The question now is whether the clock is being turned back in a new political phase,' asks T N Ninan.