Articles by Madhavan Narayanan
Aug 16, 2018
Soft poet, hard realist: Atal Bihari Vajpayee steered India's economy to new heights amid tough timesYou could call Vajpayee, who has just passed away aged 93, a soft realist who towered over India during hard times.
Aug 15, 2018
Narendra Modi's statesmanly Independence Day speech marks a tectonic shift from old BJP-RSS formulaThis was an election year speech — but credit goes to Modi for toning down the aggression and rhetoric that marked his rise to power in 2014, and for swapping these for statesmanly idioms
Aug 06, 2018
Nitin Gadkari's googly on jobs may be ominous for Narendra Modi govt; state of drift may be a political hot potatoIs there a time bomb that may tell on Narendra Modi's economic policies as India goes to the polls -- and is there a dissident in disguise in Gadkari?
Jul 27, 2018
Idea-Vodafone merger heralds new phase of tough competition in telecoms; bankers and content consumers may hold the keyIn a sense, the Idea-Vodafone merger was a forced marriage of convenience because Jio hit the market when the UK-based giant was planning its own Indian IPO (initial public offering), and the merger was seen as a backdoor way for Vodafone to get listed
Jul 18, 2018
Data is the new sex: Inspired TRAI bats for meaningful consent to bridge the gap between 'knows and know-nots'The digital divide is no longer about having access to the Internet or not. It may well be about the "knows" and "know-nots" of data usage.
Jul 12, 2018
India's NPA crisis: Arvind Subramanian is Raghuram Rajan in slow motion; offers diagnosis but no cureArvind Subramanian speaks now of 'stigmatized capitalism' that stops the govt from reformist solutions to the NPA problem. In plain English, he means that no one is showing the courage to act fast and tough.
Jul 09, 2018
The NCLT snub: Cyrus Mistry's Tata Sons war is a brave one but full of holes, because business failures need not be legal flawsOut of the helm in leading listed Tata companies. Mistry is better off as an activist shareholder in those firms where he might pull weight from a larger body of shareholders.
Jul 05, 2018
Reliance AGM: From polyester fibre to Jio optic fibre, RIL under Mukesh Ambani takes a digital leap of faithOverall, RIL is trying to be the Apple, Time Warner, Amazon and Verizon of India all at once in a one-stop-shop strategy; a digital Walmart, as it were
Jun 06, 2018
Walmart can charm Indian farmers if it can become a partner of shops than predator, using finance and logistics as value driversWalmart has had a chequered performance across the planet because what is good for the US may not necessarily be good for other countries.
May 25, 2018
Narendra Modi sarkar's Digital India record is a chequered one; it sells continuity as change and trades eyesight for visionDeeper questions remain on where Digital India is heading with global giants including Google, Facebook, Amazon and Microsoft going great guns in India but there is also a looming fear of "data colonisation" of India by giants with powerful technologies