Last mile connectivity at the heart of Modi’s governance

    2020-11-25T10:12:10+00:00November 25th, 2020|Guest Columns - India Global Business, Insight - India Global Business|

    The Indian Prime Minister has painstakingly built a technology-enabled link to every citizen. This is facilitating the delivery of rations, money, subsidies and even houses, toilets, cooking gas and piped water to every Indian home. And this is delivering a massive electoral bonanza to Modi and his party.

      Indian telecom sector sees light at the end of the tunnel but challenges remain

      2020-11-20T12:03:52+00:00November 20th, 2020|Analysis - India Global Business, India Inc Views - India Global Business|

      Falling debt levels and an expected doubling of earnings in the coming year are expected to improve the health of the Indian telecom sector. But legacy issues such as the payment of AGR dues and the exorbitant cost of 5G spectrum will have to be resolved for the sector to once again become one of the engines of India’s growth.

        India staying away from RCEP is a good move

        2020-11-19T10:38:39+00:00November 19th, 2020|Analysis - India Global Business, India Inc Views - India Global Business|

        New Delhi stayed away from the world’s largest trade bloc as its critical concerns were not addressed. While this makes sense for the moment staying away from the RCEP can be a short-term palliative but IT cannot be a long-term solution to India’s ambitions of emerging as a global manufacturing hub.

          Modi government making concerted efforts to make India a global toy hub

          2020-11-14T05:17:34+00:00November 14th, 2020|Guest Columns - India Global Business, Insight - India Global Business|

          The production-linked incentive and phased manufacturing programme for the toy sector could attract many global toy makers to shift base to India from China. And if Indian start-ups can leverage India’s traditional games and take them to global markets, the industry can quickly scale up to global standards.

            Amazon’s $2.77-bn cloud investment in India may force rivals to follow suit

            2020-11-13T11:46:45+00:00November 13th, 2020|Guest Columns - India Global Business, Insight - India Global Business|

            The Amazon Web Service Cloud project will ensure higher levels of data localisation and security in India and could pave the way for the country to emerge as a major cloud storage destination. This could open up economic opportunities worth tens of billions of dollars.

              India must negotiate past its 5G challenges

              2021-02-05T12:38:32+00:00November 8th, 2020|Analysis - India Global Business, India Inc Views - India Global Business|

              Exorbitant spectrum prices, $20-billion on account of SC judgment on AGR dues and the need to link thousands of telecom towers with fibre are issues Indian telcos will have to tackle before they can unleash the potential of the new 5G technology. In short, internet reliability is the immediate priority across the country.

                Biden win may lift Indian stock prices to new highs

                2020-11-09T10:59:53+00:00November 7th, 2020|Analysis - India Global Business, India Inc Views - India Global Business|

                Indo-US ties enjoy wide bipartisan support in the US; so, it doesn’t really matter who sits in the Oval Office. But markets are expecting Joe Biden to unveil a mega stimulus package, which will boost stock markets worldwide. India could be a major beneficiary of such a move.

                  Space sector reforms opens up new market worth billions of dollars

                  2020-11-10T12:12:55+00:00November 5th, 2020|The Big Story - India Global Business|

                  Many foreign firms have shown interest in providing satellite-based services in India following the Modi government’s decision to open up the space sector. It now needs to appoint a truly independent regulator and frame sensible rules to encourage investments.

                    Modi’s reforms, future growth sets off mother of all bull runs in India

                    2021-02-04T14:15:01+00:00November 4th, 2020|Analysis - India Global Business, India Inc Views - India Global Business|

                    Investors are looking past the immediate numbers and liking what they see. The Modi government’s far-reaching reforms promise to buoy demand and GDP growth in the coming years. So, the early birds are swooping in to book their pieces of the pie.

                      Lower GST rates to help sustain demand in a fiscally responsible manner

                      2020-12-11T10:44:02+00:00November 3rd, 2020|In Focus: Covid-19 impact, India Inc Views - India Global Business|

                      India’s GST system is too complicated and has far too many slabs. A simpler regime with fewer, lower rates will improve compliance, lower prices, increase consumption demand and, most importantly, not cost the government an arm and a leg to implement.