NDTV Opinions: Opinion Article & Analysis by Experts – NDTV.com

Opinion: After Big Exit, The Assault On RBI's Autonomy Is Just Starting

Andy Mukherjee, Bloomberg Opinion | Friday December 21, 2018

Their first move, unveiled Thursday, is an innocuous - even laudable - infusion of 410 billion rupees ($5.9 billion) into troubled state-run lenders, bumping up this fiscal year's outlay for bank recapitalization by 63 percent to 1.06 trillion rupees.

Opinion: Why India's Airlines Keep Struggling To Take Off

Mihir Sharma, Bloomberg Opinion | Tuesday December 04, 2018

Jet Airways suffered losses for three consecutive quarters now; its cumulative current liabilities have climbed to $2.2 billion.

Opinion: India Misses Wake-Up Call From IL&FS Crisis

Andy Mukherjee, Bloomberg Opinion | Monday November 26, 2018

After IL&FS blew up, the funding market froze, and the credit industry cried mommy, begging the central bank to act as the lender of the last resort.

Opinion: Jet Airways Could Be Dangerous Buy For Tata Sons

David Fickling, Bloomberg | Friday November 16, 2018

Jet Airways has built up a substantial position in country's domestic aviation market.

Opinion: Ugly RBI Row As India Policy-Making Catches "Silicon Valley Bug"

Andy Mukherjee | Bloomberg | Monday November 12, 2018

Rajan strongly opposed the idea of handing supervision of the government securities market to the stock-market regulator.

Opinion: The Growing Brawl Between RBI's Urjit Patel And Team Modi

Andy Mukherjee | Bloomberg | Monday October 29, 2018

If the standoff with the government gets any worse, a test of the central bank's dire warning could come soon.

Opinion: As Trump Attacks China On Currency Policy, India Largely Spared

David Fickling, Bloomberg | Monday October 22, 2018

What's more notable is what wasn't said in the report, which tends to reflect how geopolitical considerations end up trumping raw economics.

Opinion: Flipkart Vs Amazon Sales Are Like India Vs Pak Cricket

Saritha Rai, Bloomberg | Thursday October 18, 2018

The importance of the clash between the two just ahead of the biggest shopping seasons of Dussehra and Diwali is hard to overestimate.

Opinion: India's Mutual Fund Carnage Shows Peril Of Ignoring Liquidity

Andy Mukherjee, Bloomberg Opinion | Friday October 12, 2018

Individual investors started returning to collective investment vehicles after the 2014 general elections, hoping for a reset to an economy held back by corruption scandals and policy paralysis. They doubled down after Prime Minister Narendra Modi's shock November 2016 currency ban pulled 86 percent of people's cash into bank accounts.

Opinion: Government's Schizophrenic Approach To Fuel Hike, Rupee Fall

Mihir Sharma, Bloomberg Opinion | Monday October 08, 2018

The RBI's steadiness on rates was born of its belief that inflation was close enough to the bank's target zone. Now, you might disagree with this belief -- as I do -- but there's no question that the central bank's monetary policy committee was doing its job as it saw it.

Opinion: With IL&FS Move, India Ducks Lehman Moment. Now The Test

Andy Mukherjee | Bloomberg | Wednesday October 03, 2018

Now that the government is backing its liabilities, IL&FS presumably can survive on a thinner layer of equity than it would have otherwise needed.

Opinion: Crisis-Hit IL&FS Needs To Go Under The Knife, Very Soon

Andy Mukherjee | Bloomberg | Friday September 28, 2018

Infrastructure Leasing & Financial Services (IL&FS) Ltd. had 30 years to spawn an Indian clone of Macquarie Group: a powerhouse of finance, investments, asset ownership and risk management. Instead, Ravi Parthasarathy, the founder who stepped down recently as chairman, went on to build an unwieldy, debt-fueled empire that has now crumbled.

Opinion: Machines Are Coming for India's Unwanted Jobs

OPINION / BLOGS