Articles by Madhavan Narayanan
Jul 21, 2017
With Reliance Jio Phone, Mukesh Ambani is doing for India’s poor what Steve Jobs did for America’s richThe pricing of a close-to-free device, free-voice and highly affordable data plan in the world’s fastest growing major economy and the second most populous nation puts Reliance Industries in a historic league going beyond profit and shareholder value
Jul 14, 2017
Infosys vs TCS: Q1 results show Infosys reinventing itself in style, TCS is slow to spot tectonic changesReal challenge is in the way new startups are disrupting companies that have in the past paid fat dollars to TCS and Infosys
Jul 01, 2017
With GST launch, Narendra Modi looks for greatness: Four reasons why his timing is perfectIt helps that Modi painted an image that would remind people of a World Cup cricket victory blended with a solemnly nationalist occasion.
Jun 27, 2017
Narendra Modi-Donald Trump meet: India scores on terror, but trade game tilts in US favourAny artificial balancing of trade deficits by the US that challenges India's competitive advantage in IT goes against free trade. Advantage 'America First' over 'Make in India'?
Jun 26, 2017
Narendra Modi in Washington, DC: Forget photo ops, India may be giving far more than it's gettingWhen we take a deep yoga breath and ask ourselves what India has given and what it has got beyond, a clearer picture may emerge. The jury is out
Jun 21, 2017
GST from 1 July: Anti-profiteering rules bring back pre-1991 ghosts, fears of inspector rajThe word "profiteering" actually belongs in the Nehru-Indira Gandhi era, when food shortages and crackdowns on hoarders led to the word being in fashion. High inflation and hunger were then major issues on the table.
Jun 13, 2017
Farm loan waivers: How smart villages, data science can help govt manage agri debt, even beat gamestersUrban armchair pundits talking only about fiscal discipline often lose sight of the fact that farmers need a cushion for their risks that can come from either excess or little of rains or crop.
Jun 09, 2017
Infosys co-founders' stake sale: A painful parting if it happens, but they have a lot to cherish and celebrateWhat is the point in being in in a company where your views are no longer gospel but just 'inputs' for a bunch of directors long on management concepts and short on sentiment?
Jun 08, 2017
4 reasons why RBI was right in snubbing govt and holding back an interest rate cutThe governor was right this week in staying clear of the rate cut the government wanted, and it is now out in the public that the monetary policy committee (MPC) even said no to a meeting with New Delhi's mandarins
May 31, 2017
Narendra Modi's four-nation tour: PM missed a chance to talk on IT with Merkel, but it's not too lateIf only Modi had made a point or two on visas and technology in the context of a war of words between German Chancellor Angela Merkel and US President Donald Trump, he would have turned a simple meeting into a great opportunity