What lessons would Schumpeter’s ghost have for us?
The virus has ripped through the financial services, banking and retail sectors like the proverbial gale, and portfolio optionality will prove useful
Chetan Parikh - May 04, 2021
Not worth the wait
With a surge in COVID-19 cases, economists are worried if the fragile recovery India has made will collapse under a new round of restrictions
April 02, 2021
Have interest rates bottomed out in India?
The US 10-year bond yield has been climbing and the Indian 10-year is following suit
March 13, 2021
Why the ‘bad bank’ will solve the problem of bankers but not that of banks
The ARC-AMC looks like an attempt to do the impossible, as a distraction away from what really needs to be done
N Mahalakshmi - February 18, 2021
India’s deliverance is in the details
The government has been nudging the economy towards growth since the slowdown. How effective have its interventions been?
Asha Menon - February 06, 2021
India’s flirtation with the dollar could be risky
The liquidity glut notwithstanding, the government’s plan to raise dollar debt will come at a price
V Keshavdev - February 06, 2021
Why replicating Aditya Puri's iconic leadership could be a tough ask
While HDFC Bank’s culture is one of performance with conservatism, the next couple of years will be defining for India’s most admired bank
N Mahalakshmi - January 01, 2021
Crowning or fading glory: What will the new HDFC Bank chief deliver?
The bank is facing a perception crisis with high-level exits and the RBI stricture, just as the competitive landscape is changing with freshly-minted fintech companies
V Keshavdev - January 01, 2021
The story of the Wadhawan brothers. How they built a solid business only to run it aground
The Wadhawan brothers sparkled with success till the tinsel deserted them
Krishna Gopalan - December 18, 2020
The year that changed the game
Investor exuberance and market players’ caution are cancelling each other out
N Mahalakshmi - December 04, 2020