Articles by R Jagannathan
Nov 29, 2016
Demonetisation impact: The last hurrah of King Cash in real estateWhat is clear is that the real estate system is squeezed. In future, the cash element in property will come down.
Nov 24, 2016
Note ban: Manmohan Singh made polemical points, but his criticism won't carry weightWhile former PM Manmohan Singh is right to say that such restrictions do not happen except at times of crises or bank failures, surely temporary restrictions at a time of policy change can be justified?
Nov 14, 2016
Demonetisation seems like deflation for many people; danger signal for PM ModiThe only answer to deflationary psychology is to deliver more cash to more wallets than ever before. This is the challenge before Modi.
Nov 10, 2016
Rs 500, Rs 1,000 notes banned: The missing elements in Narendra Modi’s attack on cashWhile government ads talk about fighting black money, fake currency and terror funding, it is private businesses that are focusing on shifting focus from hard cash to virtual money.
Nov 04, 2016
GST rate: Tax reform reaches base camp with hydra-headed structure, real scuffle begins nowNow that the rates are finalised, hundreds of different product items must have to be force-fitted into the structure. One would be naïve to presume that this will be easy, for every business will try to ensure that it stays in the lower band.
Oct 28, 2016
Tata can buy out Mistrys from Tata Sons, but it’s a $10 billion solutionThe Tatas will not find it easy to get the Mistrys out of their hair
Oct 27, 2016
Cyrus Mistry is right: The Nano is dying, and Ratan Tata ought to dump itThe moral of Mistry’s blast against the Nano and Tatas’ aviation investments is simple: promoter passions cannot dictate business decisions
Oct 26, 2016
Cyrus Mistry ouster: How the Tatas diminished themselves with chairman coupIn the messy exit of Cyrus Mistry as chairman of Tata Sons, it is still not clear why he had to leave through a boardroom coup rather than being given a graceful exit when his initial term ended
Oct 15, 2016
Infosys, Tata Consultancy Services results signal a downward inflexion point in Indian IT’s futureClearly, automation is going to change India IT forever. It will create a new binary class structure where there will be a very highly paid IT elite, and a reducing but still large complement of lower-wage pool facing an uncertain future.
Sep 29, 2016
India's rise in global competitiveness vindicates Modi efforts, but continued rise depends on faster reformsThe key point to underscore is this: we have done well, but improvement in the competitiveness rankings is a treadmill. If we don’t continue to run harder, we can fall back again.