NEERAJ THAKUR

the big story 1 / Lead Story
Markets Work On Expectations … Not Surprising They Outpace Economy: Radhika Gupta
Indian stock markets have given returns in double digits over a 30-year average. This has not been the case with the Indian economy. Going forward, even as the growth outlook for India remains limited to 5–7%, the stock markets continue to be bullish. Neeraj Thakur speaks with Radhika Gupta, MD and CEO, Edelweiss Mutual Fund, to understand the divergence between the economy and the markets. Edited excerpts:

February 01, 2023
the big story 1 / Lead Story
At About 5–6%, Economy Won’t Collapse But It Won’t Generate Enough Jobs: Montek Singh Ahluwalia
Economist and former deputy chairman of the erstwhile Planning Commission Montek Singh Ahluwalia tells Neeraj Thakur that a private sector-led economy can deliver sustained GDP growth in the country. However, he is not enthused about the much-touted double-digit growth or even a range of 7–7.5% and cautions against protectionism

February 01, 2023
the big story 1 / Lead Story
Shaktikanta Das: Rupee’s Messiah
Not a conventional economist with degrees from global universities, the RBI governor is seen as the man who did not let things go out of hand during the Covid-19 period. With an eye on the evolving global situation, he is the man India watches on inflation, the value of rupee, virtual currency and the general economic stability

December 01, 2022
the big story 1 / Lead Story
Anil Agarwal: Reinvention Of A Mining Baron
After years of misfortune and false starts in mining business, the Vedanta Group is all set to transform itself with a new business stream. The company has tied up with world leader Foxconn to set up a semiconductor factory in Gujarat

December 01, 2022
strategy 4 / Insight
Sri Lankan Shadow on Indian Federalism
As the Centre, with the Reserve Bank of India, goes after the states for being fiscally imprudent, the states ask: what about you?

August 01, 2022
the big story 1 / Lead Story
Changing Tracks
Global events have led to a funding slowdown, but will India be an outlier? Are cautious investors still eyeing India as a sweet spot? The answers lie in how Indian start-ups restrategise for the months ahead

July 01, 2022
strategy 4 / Feature
The Poverty & Politics Of Data In India
Before India can eradicate poverty, it needs to count the poor. But, its data collection machine is old, gives inconsistent results and sometimes disagrees with the government

July 01, 2022
markets 5 / Feature
Stagflation Shadow On The World
Rising inflation, high unemployment and depreciating currencies have given birth to a vicious cycle that could very well dismantle the fragile post-Covid recovery. Can India escape this fate?

June 01, 2022
the big story 1 / Lead Story
Shades Of New Energy
As the world searches for new forms of clean energy to meet carbon emission cut targets, India does not want to miss the green hydrogen bus. Its two richest industrialists want to create independent ecosystems to produce the new fuel. What does this mean for India’s energy security and net-zero targets?

May 01, 2022
the big story 1 / Lead Story
Automakers’ Green H2 Challenge
First, Centre wanted auto companies to move from Bharat IV to Bharat VI, then it expected them to invest in EVs. Now it wants them to chase hydrogen-powered vehicles. Is the cost of a green India only to be borne by the auto sector?

May 01, 2022
enterprise 3 / Feature
And The Winner Is: Bezos, Ambani Or Biyani?
As Reliance Industries calls off the deal with Kishore Biyani’s Future Group after acquiring its stores at prime locations, the fight between two of the world’s richest men has taken another sharp turn. But is anyone really winning?

May 01, 2022
strategy 4 / Feature
A Lankan Build-Up In India
As Sri Lanka grapples with an economic crisis owing to botched economic policies and unmanageable debt, alarm bells are going off in some states in India

May 01, 2022
strategy 4 / Feature
WTO Fights For Survival
The rise in the number of regional trade treaties and bilateral FTAs recently has left a question ark over the role and future of World Trade Organization

May 01, 2022
the big story 1 / Lead Story
Make In America Challenge For India
After a decade of weak exports, India achieved a record in merchandise exports in FY22. Can Joe Biden’s plan to shift manufacturing back to the US be a dampener?

April 01, 2022

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