INVESTMENT PERSPECTIVE
By J Mulraj
Oct 1-7, 2022
The environment be damned
The ongoing conflict between Russia and Ukraine continues to impose a huge burden on the global economy, (especially the EU economies), on global trade and on the environment. The pledges made...
https://www.moneycontrol.com/news/india/comment-how-politics-is-playing-havoc-with-carbon-control-imperatives-2691271.html
Elections and carbon control imperatives
Prudence is a good thing to be taught in schools, but not something that is cherished and championed during election season.
RN Bhaskar - Jul 10, 2018
Election seasons are not always the best of times for...
https://www.moneycontrol.com/news/business/comment-floating-solar-set-to-make-a-splash-2560037.html
Floating solar gains allure
RN Bhaskar -- Apr 30, 2018
Floating solar power projects have suddenly caught the fancy of the government. Eight projects were announced recently, and two more projects have their tenders still open. But more on that later.
The...
https://www.moneycontrol.com/news/business/companies/interview-serum-institutes-adar-poonawala-plans-new-vaccines-and-an-nbfc-2674811.html
Adar Poonawala rides ahead with even bigger plans
RN Bhaskar -- Jul 05, 2018
In 1966, when the Indian vaccine industry was at a very nascent stage, the Poonawala family decided to set up the Serum Institute with a meagre...
https://www.freepressjournal.in/analysis/budget-2020-it-is-the-silence-that-speak-volumes
Budget2020
Budget2020 and the things it is silent about
RN Bhaskar – 1 Feb 2020
At first blush, the budget looks like a well-crafted document. It talks about aspirations, about agriculture and the caring concerns of the government.
But look close, and a...
https://www.firstpost.com/business/falling-price-of-food-isnt-always-good-news-it-signals-deep-trouble-for-indias-rural-economy-5552731.html
But for oil, inflation is down. But the rural economy is still hurting
RN Bhaskar -- Nov 15, 2018
First the bad news. Inflation continues to climb (see chart). The wholesale price index (WPI) kept climbing since August this year,
But when...
http://www.firstpost.com/business/banks-npas-non-performing-assets-psbs-foreign-banks-private-sector-banks-restructuring-fpj-imc-forum-rbi-reserve-bank-of-india-ss-mundra-2792866.html
Indian banks and their NPA headache
S.S.Mundra, Deputy Governor of the Reserve Bank of India (RBI) put it quite succinctly. Quoting Harold Macmillan, he said, “To be alive at all involves some risk.” He went on to add another quote...
How UIDAI has made Aadhaar meaningless and exasperatingly senseless
The following is about an incident that was narrated to me by an exasperated parent. It is about the disdain and the thoughtless processes at Aadhaar.
First, there were (and continue...
https://www.moneycontrol.com/news/business/economy/opinion-for-farmers-to-make-money-the-government-should-move-out-of-procurement-2830791.html
Farming, politicians and pricing
Why can’t the government benchmark farmer incomes as a percentage of market prices? Why can’t the Verghese Kurien formula be extended to all crops?
RN Bhaskar -- Aug 10, 2018
The Narendra Modi government had declared doubling farmers’...
https://www.moneycontrol.com/news/business/economy/comment-private-players-new-tech-new-mines-a-gold-rush-may-be-upon-us-2574353.html
There could be a lot more gold being mined in India
Indians’ insatiable passion for the yellow metal will ensure that prices don’t fall any time soon, incentive enough for more players to get into the game
RN Bhaskar -- May...
