Articles by Madhavan Narayanan
Sep 21, 2017
Reviving growth: It’s time for Narendra Modi govt to spend; fiscal deficit is not a holy cowWith some inspired but careful tax breaks and spending measures before and during the next budget, the government may yet salvage its reputation just in time for elections due in 2019
Aug 25, 2017
Infosys: Nandan Nilekani returns as good cop but company is in a mess, needs tough makeoverNandan Nilekani’s big task is to build an elite digital air force of innovative leaders at Infosys to support a huge code army below. Make no mistake, this is a long-haul problem for Infosys
Aug 18, 2017
Infosys CEO resigns: Narayana Murthy's Indira canteen approach hits Vishal Sikka's innovative styleMurthy may yet have a say in what might be his Third Coming to Infosys -- if not in an explicit way, at least in a significantly influential way, despite his failed attempt at restoring the company's glory.
Aug 09, 2017
Thinking beyond Titan: Amazon needs to take Indian crafts, textiles and artisan goods worldwideThe Jeff Bezos-led US giant is now trying to help India’s own Titan brand of watches sell across the world through its global selling programme.
Aug 04, 2017
Vishal Sikka resigns: Former Infosys CEO played like Narendra Modi, but Narayana Murthy was no AdvaniNarayana Murthy's dissent is much like that of Steve Jobs on the board of Apple when he was ousted ( though not fired) by John Sculley -- the man Jobs hired.
Jul 31, 2017
Flipkart may be flipped: Indian policy-makers and regulators must wake up to Amazon's dominance tricksA new-new economy needs a new-new approach to global trade wars and regulation. Is the Narendra Modi government aware and awake?
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'?