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Tn Ninan

Tn Ninan

DailyO

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BRICS caught up with Goldman Sachs growth forecast a decade early, driven by India-China’s 25-yr streak

In his closing column, T.N. Ninan looks back at the forecast that the BRICS economies would overtake the US, Japan, Germany, UK, France, and Italy,...

30.12.2023 10

ThePrint

Tn Ninan

How globalisation in last quarter century has coincided with falling inequality & poverty in India

3 decades ago, half the people in India had incomes greater than $2.15 a day. Today 7 out of 8 do. Unemployment, though, remains a problem with no...

23.12.2023 10

ThePrint

Tn Ninan

Sanctions, prolonged war haven’t hurt Russia as much as West hoped, but long-term cost is inevitable

There has been no drastic fallout of sanctions since Russia found customers for its oil in China & India, among other reasons. But Iran is proof that...

16.12.2023 10

ThePrint

Tn Ninan

Indian businessmen are in fear & cheer mode, but feel Modi govt’s still their best bet

What businessmen would like is for Team Modi to return in 2024, but as a minority, and therefore in need of coalition partners who might put the...

09.12.2023 50

ThePrint

Tn Ninan

India’s GDP data has several issues that need clarity, but overall the economy is a good news story

India's growing at more than twice the speed of global economy, and doing better than any other large economy, but longer-term problems with country's...

02.12.2023 10

ThePrint

Tn Ninan

Indian Railways only chugging along, a new business plan could put it on superfast track

Railways' profitable business is losing ground to road competition, while it's losing money on passenger travel. By not raising fares, it's not really...

25.11.2023 10

ThePrint

Tn Ninan

Cash now over development later — voters’ distrust of govts leads to more sops, lighter treasuries

Response from political parties, without exception, is to offer non-solutions to very real problems in agriculture, and of unemployment and low...

18.11.2023 10

ThePrint

Tn Ninan

Corporate India might be getting top heavy, but it is smaller firms that are fetching higher returns

Despite increasing dominance by big players, best returns in stock market in recent yrs have come from small & mid-cap firms, most of which don't...

11.11.2023 7

ThePrint

Tn Ninan

Mumbai’s infra boom promises ease of mobility, but at a heavy cost — the air the city breathes

Mumbai has overtaken Delhi in infra development & construction, but now also sometimes beats it in air pollution. A crowded city, it could also face...

04.11.2023 10

ThePrint

Tn Ninan

RBI’s inflation conundrum in a rocky world — how relevant is 4% target if it hasn’t been met in 4 yrs

Geopolitical conflicts & new cold war have upended oil, various food and commodity markets. Climate-change issues will impose other costs. So, prices...

28.10.2023 10

ThePrint

Tn Ninan

Olympics are a ‘coming out party’ for countries on a per capita high. India’s a strong bet for 2036

Though hosting the games doesn't come cheap, India won't suffer the fate of Greece, whose 2004 Olympics incurred debt that was partly responsible for...

21.10.2023 9

ThePrint

Tn Ninan

Despite consumer optimism, Indian economy’s just chugging along with no real prospect of acceleration

Assessments of 'current general economic situation' have been improving steadily over past couple of years, but the index remains no higher than in...

14.10.2023 10

ThePrint

Tn Ninan

Happenstance or manufacturing prowess? How China reached pole position in key businesses of future

China has manufacturing capacity to supply much of the world demand for EVs, solar panels & wind-energy turbines, plus equipment for making them....

07.10.2023 10

ThePrint

Tn Ninan

Taming Big Tech: Battles against them have reached a defining moment

Charges against Big Tech include violating privacy & promoting paid-for content. They have responded with vigorous defence & aggressive lobbying, but...

30.09.2023 10

ThePrint

Tn Ninan

Southern states staring at delimitation timebomb, govt should make them an offer

A Lok Sabha dominated by the more populous states in the north, with their poorer socio-economic metrics, may herald a different kind of politics, for...

23.09.2023 10

ThePrint

Tn Ninan

Human-centric, but also GDP-centric. What Indian govts need to keep in mind on expenditures

According to International Monetary Fund’s World Economic Outlook, Indian govts spend about 28% of GDP, which is more than many countries. But...

16.09.2023 40

ThePrint

Tn Ninan

PM Modi’s idea of Bharat goes beyond Lutyens makeover, challenges ‘European Enlightenment’

The issue goes beyond name change, regime change & identity politics. It's more about challenging the notion that Europe is the last word on ideas of...

09.09.2023 60

ThePrint

Tn Ninan

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