Articles by Madhavan Narayanan
Feb 18, 2019
Singh brothers' feud is a wake-up call for corporate governance in dysfunctional family-run companiesThe Singh brothers have lost control of two listed companies — Fortis Healthcare and Religare Enterprises — in less than a decade.
Feb 02, 2019
Vote Junkies vs Fiscal Ninjas: Piyush Goyal's election-year Budget a Game of Thrones script with House of Cards feelIt does not take a rocket scientist to tell you that Finance Minister Piyush Goyal's Interim Budget for 20190-20 was an election year act. Nor does it require a quantum physicist to say that the fiscal deficit target has been missed.
Jan 16, 2019
2019 interim Budget set to be populist, but Modi will avoid Congress extravagance; focus on Ayushman BharatThe 1 February budget—the last from Prime Minister Narendra Modi's government elected in 2014—will be a Vote on Account, and it would be better to look for political signals in the economic document.
Jan 11, 2019
Infosys, TCS results should be viewed beyond street estimates; industry growth momentum is real and broad-basedTCS will automate and maintain digital platform on the cloud for an estimated 3,00,000 chartered accountants and 8,00,000 students in India alone.
Dec 27, 2018
New e-commerce policy aids smaller players by breaking unholy nexus between marketplace and affiliate sellersThe domestic lobby has succeeded in convincing the government that friendliness towards FDI in e-commerce should not hamper healthy competition
Dec 24, 2018
In Narendra Modi govt's year of living dangerously, failed fiscal romance causes political heartbreak and institutional woundsJudging from the fiscal actions after the electoral debacle, it seems the NDA govt is realising that some fiscal flirting may be a lesser evil compared with some monetary transgression.
Dec 11, 2018
RBI governor Urjit Patel has been a victim of NDA sledging, which is simply not cricketIt must be remembered that unlike his predecessor Raghuram Rajan, Urjit Patel supported, not so reluctantly, the controversial 2016 decision to demonetise high-value currency notes.
Nov 30, 2018
Arvind Subramanian plays a mirror trick on NDA's note ban, changes tone out of power to turn up heat but not his stanceArvind Subramanian is now in a Mark Antony act from Julius Caesar as he slams the government even as he seems to praise the "honourable men" who surrounded him
Nov 22, 2018
Why Abhijit Bose could be key to WhatsApp's ability to scale up payments biz in IndiaBose has been evangelising the idea of how Ezetap could turn any mobile device into a PoS device.
Nov 14, 2018
No transparency on transparency: Binny Bansal's Flipkart exit reflects a new normal in corporate cultureThe case against Binny Bansal seems vague and his continuation on Flipkart's board in a transitional role is, if anything, an endorsement that he committed no big lapse.