Thursday, 18 April 2019

TAXATION UPDATES 18.04.2019





NO GST ON INTEREST-FREE SECURITY DEPOSIT FOR LEASE: AAR

The Authority for Advance Rulings, Maharashtra has held that the Goods and Services Tax cannot be levied on the interest-free security deposit given for leasing a commercial property. However, if at the time of completion of lease tenure, the entire deposit or a part of it is withheld and not paid, as a charge against damages etc., then such amount withheld will be liable to GST as per the present GST laws, the AAR order said. According to the applicant, no GST is applicable on the amount collected as interest-free security deposit. It argued that the definition of consideration given under the CGST Act specifically excludes any deposits, unless the same is applied as consideration for the supply. The security deposits taken from the occupant does not influence the rent payable for the commercial properties. The security deposits are only taken to safeguard the interests of the lessor. Granting relief to the applicant, the authority observed that the definition of supply requires presence of consideration as an element for any of the defined transactions to be exigible to tax. Further, the definition of consideration given under the CGST Act, 2017 requires a direct link between the payment and supply. Deposits will only classify as consideration where the supplier appropriates such deposit as consideration for the said supply. It also laid four parameters for a payment to qualify as ‘security deposit’ — for performance of an obligation, security against return of hired goods, security against damage to properties rented and it should be reasonable. It was further held that these parameters apply in the present case, so it ruled that security deposit taken by the applicant cannot be treated as consideration for supply and they are not liable to pay any GST on the same.
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GST EXEMPTION FOR SUB-CONTRACTORS INVOLVED IN CONSTRUCTION OF INDO-NEPAL BORDER: AAR REFERS MATTER TO APPELLATE AUTHORITY

Owing to the difference in opinion among the Authority for Advance Ruling, Uttarakhand, the matter, whether Sub-contractors involved in the construction of Indo-Nepal border road are entitled to GST exemption was put forward for reference to the Appellate Authority for hearing and decision. The Assessee M/s NBHPC Ltd. was subcontracted a road construction work by the PWD, Uttarakhand, which in turn was contracted to by the Ministry of External Affairs, as a part of ‘AID TO NEPAL’ Project. The question presented in the application was whether the notification No. 12/2017- Central Tax (rate) is applicable to the contractors/sub-contractors involved in the aforementioned project. Authority Member Amit Gupta had the view,On harmonious reading of Central Tax (rates) in the light of object behind the GST Council to pass the benefit of tax to the downstream of the chain, I observe that sub-contractors of supply in question are exempted from payment of GST in terms of the notification concerned. However, the other Authority Member Vipin Chandran was of a different view, the activity of ‘construction of road’ is exempted vide serial no. 9C of the notification No. 12/2017 Central Tax (rate) whereas the entry no. (iv) of serial no. 3 of notification no. 11/2017 Central Tax (rate) prescribed GST rate of 12 % on the same work, i.e. ‘construction of road’. In the above view I observe that the supply in question , i.e. ‘ construction of road’ by sub-contractor is not exempted therefore the sub-contractor are liable to pay GST.
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ANOTHER DIAMOND FIRM WITH RS 3,000 CRORE DUES DECLARED BANKRUPT

In yet another shock to the gems and jewellery industry, Eurostar Diamond Traders, one of the largest diamond companies in Antwerp has been declared bankrupt by the Antwerp Corporate Court. The manufacturing company, established in 1978 by Kaushik Mehta, said to have debts reaching up to half a billion dollars. Industry sources said that with yet another diamond company going bankrupt, bank finance in the industry is going to be tougher. Anirudha Lidbide, diamond industry analyst said, Diamond industry has lost its glitter after the series of bankruptcy and frauds committed by big diamond company owners. The bankruptcy process against Indian companies in foreign countries will make bank financing in diamond companies tougher. Eurostar Diamond Traders, owned by Jain diamantaire Kaushik Mehta, owes an estimated $500 million (Rs 3,500 crore) to the banks and financial institutions. Sometime ago, the company lost its sightholder status with De Beers because of its financial problems. Industry sources said that Eurostar company owns an office in the Bharat Diamond Bourse (BDB) in Mumbai and is member of the Gems and Jewellery Export Promotion Council (GJEPC). The company has close business relations in Surat and Mumbai and that most of the company’s diamond stocks was manufactured in Surat. Earlier, the company had admitted in November 2018 that its diamond stocks were only worth $25 million, despite valuing them at $148 million in September 2018. The company lost the trust of its most important creditors and is indebted to them for huge sums of money. A senior official of Bharat Diamond Bourse (BDB) seeking anonymity said, After the banking fraud worth Rs 13,000 crore involving Nirav Modi and Mehul Choksi, the bankruptcy proceeding against Indian company in Antwerp will further tighten the bank advances in the diamond sector. Kirti Shah, diamond exporter said, Banks have lost confidence in financing the gems and jewellery companies. We are facing lot of hardships for obtaining finance from the banks. Nowadays, we have to furnish 100% collaterals against the bank advance.
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COMMERCE MINISTRY LAYS DOWN PROCEDURE FOR IMPORT OF CERTAIN PULSES

The commerce ministry has laid down a procedure for import of a few varieties of pulses for the current fiscal and has invited applications from millers. According to the ministry's foreign trade arm DGFT, millers and refiners of these pulses need licence for imports Procedure for import of 2 lakh tonne pigeon peas/toor dal, 1.5 lakh tonne urad dal, 1.5 lakh tonne moong dal and 1.5 lakh tonne peas (including yellow peas, green peas, dun peas, and kaspa peas) is laid down, directorate general of foreign trade (DGFT) has said in a notice. As per the procedure, for each refining/processing unit, applicants will have to provide self-certified copy of a document indicating its refining/ processing capacity. This document should be issued by a central, state or district authority. The absence of the document will render the application liable for rejection, it said. The licence holders shall submit monthly statements indicating the actual arrival of shipments at the Indian ports, it added. The country has been importing 4-6 MT (million tonne) pulses every year to meet the domestic demand of about 24 MT. In view of the bumper output, the government has imposed quantitative cap on the imports.
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POWER COMPANIES CHALLENGE GST ON GREEN CERTIFICATES

Are renewable energy certificates, bought by power companies, goods or services? Neither. And so, must be out of the indirect tax ambit, according to power companies which have suffered higher costs because of the Goods and Services Tax (GST). The power companies that buy these certificates to comply with the environmental norms challenged the levy through a writ petition filed in the Delhi High Court on Tuesday. Power companies buy these certificates from renewable energy exchanges to abide by government norms that mandate that a certain percentage of power generated should be through renewable sources. The certificates are derivatives based on the power generated in green route. Most power generators buy renewable energy from their green peers, sometimes based abroad. These certificates also work as a source to buy the balance quantity of renewable energy that cannot be bought or generated directly by the power firms. The taxability of renewable energy certificates has been challenged as these are securities which are excluded from both goods and services. According to the power companies, a government circular that came out in June last year added to their woes. It talked about the applicability of GST on the renewable energy certificates at 12% It is hereby clarified that Renewable Energy Certificates (RECs) and Priority Sector Lending Certificates (PSLCs) and other similar documents are classifiable under heading 4907 and attract 12% GST, it read. Taxing renewable energy certificates will prove to be fatal for the power consumers by further increasing the cost of electricity.
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GOVT ALLOWS ONLY DAL MILLERS TO IMPORT PULSES UNDER QUOTA FOR SECOND YEAR

The government has allowed only dal millers to import the annual permissible quota of pulses, a restricted commodity, for the second consecutive year. The industry expects the number of applications for procuring import licences to increase five-eight times this year as those who imported the commodity last year booked good profits. The Union commerce ministry issued a notice regarding restricting pulses imports to processors on Tuesday, allowing import of 200,000 tonnes of tur and 150,000 tonnes each of moong, urad and yellow peas. We expect that the number of applications to get import licence for pulses could rise to 1,500-2,000 from about 300 applications last year, said Bimal Kothari. International prices of pulses had hit rock bottom as India had put restrictions on import of pulses. This helped dal millers earn good profits on the processing of imported pulses in 2018-19, even though domestic prices were subdued. The All India Dal Millers Association (AIDMA) had demanded that only millers be allowed to import the restricted quantities of pulses. Multinational companies used to import and hoard pulses, which led to a speculative price rise. With dal millers importing their raw material directly, prices of pulses remained stable in the previous year, said Suresh Agarwal. In 2018-19, even though the government had allowed import of 800,000 tonnes of pulses, the industry estimates that about two million tonnes of pulses were imported in the country as traders got a court stay on the order of the Director General of Foreign Trade allowing only millers to import pulses. From January 2019, the commerce ministry has issued notifications in the matter which cannot be challenged in the court since the ministry has the authority to take the decision. The decision of the government to restrict pulses imports to dal millers has helped even smaller millers participate in imports, which were restricted to only MNCs and big traders, said Agarwal.
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A SINGLE-RATE GST IS NEITHER DOABLE NOR DESIRABLE IN INDIA

The Congress manifesto promises to work towards a single GST rate. It won’t happen anytime soon. It has also promised to bring petroleum under goods and services tax. Again, a non-starter, when petro-taxes are the single biggest flexible revenue source for the centre and states. The two objectives are contradictory If you want a single GST rate, bringing petrol and diesel under GST would mean creating yet another super-high rate. In 2017-18, the sector generated more than 5.5 trillion for the centre and states. No one is going to sacrifice this booty for the sake of simplicity. We need to differentiate between compliance simplicity and conceptual simplicity (easy to understand). The focus should be on ease of compliance. Conceptual simplicity —as the one-rate goal suggests—is not worth the effort When you have a complex and diverse society with huge income variations, the idea of a tax rate that is the same for every product, whether consumed by the rich or poor, is bad from the point of view of political optics and equity. One can, of course, semantically argue that the absolute level of tax on a 20 toothbrush is lower than on an SUV that costs 40 lakh even with a single rate, but those who buy this argument should equally be rooting for a flat rate of income tax, which they don’t. So, the first point to make about a single GST rate is that it is a bad idea for unequal India The tax must be progressive, with a core middle rate, and two rates on either side. A fourth rate could be a very low one—say, 1%—applicable to all items of mass consumption, where collections can be through a reverse charge mechanism. If today’s GST structure is complex, the reasons have less to do with political intent and more with the need to get all to sign up for the shift. The Congress could never get states on board for a simple reason: it made no mention of compensation for revenue losses. There was suspicion that the centre may renege on commitments, as it did with compensation for the removal of consignment tax. By hard-coding compensation into the GST constitutional amendment, the National Democratic Alliance (NDA) got states to willingly come on board and this introduced the first level of complexity and the introduction of a cess above the top rate on luxury items. The next two levels of complexity came because of the need to ensure revenue-neutrality Given the lack of knowledge on demand elasticities for hundreds of products, almost all rates were pegged using a simple formula: existing state VAT plus central excise. Then, there was the political need to exempt small businesses from compliance burdens. It is these exemptions and variations that need fixing first. All special cases (the composition scheme, and flat rate GST without input tax credit) need to be eliminated in phases to conform with the core principles of the tax. This could take 3-5 years. The priority should be ever-improving software and cheap GST services that can make compliance a breeze even for small and micro units. Not all taxes are right for every kind of society India is a low-trust society and its extreme diversity makes tax compliance difficult to enforce without a great deal of coercion. The reason is obvious: people are reluctant to pay taxes when they do not know whom they help. In monocultural countries like most parts of Scandinavia and the rest of Europe, high income taxes are the norm and people pay them because they know that the redistributive effect of higher taxes go to people like us, and maybe even come back to them once they get old or are unwell. In diverse countries like India, no one can assume that the taxes collected will benefit people like us. Consider the political salience that the Congress generated by suggesting that the better-off south is paying for the poor in the north. Two conclusions follow. The taxes that are easiest to collect are indirect taxes, as they are less visible, and GST is the ideal vehicle for such taxation, as it has a self-policing mechanism. Buyers are motivated to get sellers and suppliers into it because that is the only way they get input tax credits. For the consumer, the tax is invisible, merged into the final retail price. Second, the taxes that are most resisted are income taxes, as they bite directly. Given our low-trust society, this is the tax most Indians will resent if used in redistributive exercises. Already, the government’s efforts to make Indians more income-tax-compliant have drawn howls of protest and accusations of tax terrorism. Therefore, the logical way forward is to make GST reasonably progressive, and yet, easy to comply with. Income tax could be less progressive. India should aim for high levels of tax exemption ( 10 lakh basic exemption in the next two years), and a shift towards a flat tax or dual rate regime (10% and 20%) over five years. This can be phased to coincide with GST beginning to deliver higher revenues, so that there is no loss. The bottomline: a single-rate GST isn’t worth pursuing till India becomes a middle-income country with per capita gross domestic product of over $5,000 annually. At that stage, a single tax rate will not be resented as inequitous.
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APPAREL EXPORTS DROP 3.46% ON GST EFFECT

Apparel exports dropped 3.46% in 2018-19 compared with the year-earlier period, mainly because exporting units took time to adjust to the new rates under the Goods and Services Tax (GST). Apparel exports last financial year were worth $16.13 billion compared with $16.71 billion in the year-earlier period. However, in rupee terms, the exports grew 4.66 %. According to A. Sakthivel, under the GST, there was almost 7% reduction in the incentives that the exporters were receiving earlier and they also had to adjust to the new system. Chandrima Chatterjee, advisor to the council, said the global apparel market was also stagnant. Yet, leaders in the segment such as Bangladesh and Vietnam witnessed growth. We need to strategise to position Indian products in the international market, she said. Export of overall cotton textiles, including cotton yarn, rose almost 10% last financial year compared with the year-earlier period. Apparel exports, too, surged 15% in March after the Centre announced reimbursement of embedded taxes. This should give a boost to exports this year, says Siddhartha Rajagopal.
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JSW OPEN TO SELL STEEL ON ADVANCE LICENCE TO EXPORTERS

JSW Steel has offered to supply steel to export-oriented engineering companies at the landed cost of imports without adding customs duty under the advance licence mechanism. In a bid to incentivise export, the government allows exporting units to import raw material duty-free under the advance licence. While steel companies have been demanding the government to increase duty to prevent cheap imports, the Engineering Export Promotion Council recently voiced concern against the protectionist measure. In a presentation made to the Commerce Ministry opposing any hike in steel import duty, EEPC highlighted how steel prices have shot up in the past two years. This apart, it said the delivery period has increased to 4-6 months from just a few weeks ago, it claimed. Domestic steel prices are pegged to the landed cost of imports, including import duty. Refuting the claim of EEPC, Seshagiri Rao, said there is enough schemes for exporting engineering companies to import steel without paying duty. Assuming they are facing difficulty in importing, he said the industry is willing to supply steel at the landed cost under advance licence, he said. Instead of allowing Indian engineering companies to import duty free and supporting global steel makers, the government under deemed export basis can reimburse part of the import duty to domestic steel companies for selling steel duty-free, said an analyst.
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VIJAY MALLYA EXPRESSES SYMPATHY WITH NARESH GOYAL, SLAMS CENTRE

Vijay Mallya has once again attacked the government for discriminating between public sector and private airlines while extending solidarity with crisis-hit Jet Airways and its founder Naresh Goyal. In a series of tweets, Mallya said he was sorry that so many airlines had bitten the dust in the country. Even though Jet was a major competitor to Kingfisher at the time I feel sorry to see such a large private airline on the brink of failure when government used (Rs) 35K crore of public funds to bail out AirIndia. Just being a PSU is no excuse for discrimination, Mallya tweeted. The controversial billionaire has extended full sympathy to Naresh Goyal who was recently forced by the public sector lenders to quit the airline board. Even though we were fierce competitors, my sympathies go out to Naresh and Neeta Goyal who built Jet Airways that India should be extremely proud of. Fine airline providing vital connectivity and class service, he wrote.
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EC APPOINTS SPECIAL OBSERVER FOR WEST BENGAL AHEAD OF SECOND PHASE

The Election Commission of India (ECI) on Tuesday appointed special observer for West Bengal ahead of the second phase of Lok Sabha polls in the state. ECI has appointed 1984 batch IAS officer Ajay Nayak who was the Chief Electoral Officer (CEO) Bihar. Following complaints by the Opposition parties after the first phase of polling process on April 11 was dotted with incidents of violence and booth capturing, EC has decided to deploy Central forces in 80% of the booths in three Lok Sabha constituencies of West Bengal which go to poll on April 18, in the second phase. EC sources said initially it had been decided that there would be Central forces at 55% of booths in Darjeeling, Raiganj and Jalpaiguri constituencies. The EC has now decided to press in 194 companies of jawans and ensure that there are posted at 80 per cent of the booths in north Bengal, an EC official said. While state armed police will be at the rest of the 20% booths, there will be CCTV at all booths, and most of them would be covered by webcasting and videography. The tech intervention would enable ECI officials in New Delhi and CEO WB, offices to monitor the poll process live at all the booths.
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ADS MAY NOW GET MORE BANG FOR BUCK IN NEWS CHANNELS

Despite an impressive 21% increase in viewership of the Indian Premier League (IPL) in the first two weeks, data suggests news channels are likely to be a more forceful and cost-effective bet this election season for the advertisers looking for a mass reach. BARC viewership data sourced from a subscriber showed IPL’s cumulative reach in the 15+ year demographic at 276.4 million (42.5%) in All India and 171.7 million (38.6%) in the Hindi speaking markets (HSM), respectively across 23 Star India channels. In comparison, the top 20 news channels (five Hindi, three English and top 12 regional language channels) registered a cumulative reach of 291.4 million (44.8%) for All India and 209.2 million (47.1%) for the HSM, respectively. Reach is total number of individuals who viewed the event for at least one minute. The time considered for news channels was between 7 pm and midnight. While advertising rates for the IPL are at a record Rs 10 lakh per 10-second slot, the same spot on news channels costs a fraction of the amount, which opens up a potential for advertisers, media experts feel. News channels are a very costeffective medium during elections, said Ashish Sehgal. Especially during the general elections, we have seen very high level of engagement, as well as reach and frequency. Also, the audience for IPL and news channels is more or less similar with a high skew towards male viewers. Sehgal, who also looks after the sales for ZEE Group's news channels, added that news as a genre is still underpriced, making it a lucrative option for the advertisers. A back-of-the envelop calculation suggests that if an advertiser puts the same money on top 20 news channels, the gross impressions (or ratings) generated will be around 41% higher for All India market than the IPL. While IPL has an advantage of being an annual property that has become a part of marketing budgets of many companies, news channels, have not been able to cash in on elections in comparison to the yield one gets in IPL, Sehgal said. However, some experts also feel that when it comes to engagement, IPL still is unparalleled.
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TERROR FUNDING: ED ATTACHES KASHMIRI BUSINESSMAN’S PROPERTY WORTH 6.19 CRORE

The Enforcement Directorate (ED) on Tuesday attached property worth 6.19 crore belonging to Kashmiri businessman Zahoor Ahmad Shah Watali under the Prevention of Money Laundering Act in ongoing investigations into a terror financing case against Lashkar-e-Toiba chief Hafiz Muhammad Saeed. The directorate had initiated investigation based on a chargesheet filed by the National Investigation Agency (NIA) against Hafiz Saeed under the Unlawful Activities (Prevention) Act (UAPA), 1967. Accused Zahoor Ahmad Shah Watali has been found to be involved in fundraising and acting as a financial conduit for Hurriyat leaders. The NIA investigation also revealed that the All Party Hurriyat Conference (APHC) and other secessionists instigate the general public, especially the youth, to observe strikes, and issue directives to the masses to hold anti-India protests, demonstrations and processions through press releases, newspapers and social media, the ED said in a statement.
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IMRAN KHAN'S STATEMENT ON PM MODI COULD BE CONG'S PLOY: SITHARAMAN

Nirmala Sitharaman believes that Pakistan Prime Minister Imran Khan's statement 'that there may be a better chance of India-Pak peace talks and settling of the Kashmir issue if the BJP is voted back to power' is a ploy by Congress to oust Prime Minister Narendra Modi-led government from the Centre. I wouldn't know why such statements are being made. Every time such statements are made and this is individually my perception and not my party's or the government's take. There have been many eminent leaders of the Congress who went there (Pakistan) to seek help to oust Prime Minister Narendra Modi. They went there saying, Modi hatane ke liye hamen madad karo (help us to oust Modi). I wonder whether this is also a part of the scheme of things which have been put by Congress. I don't know what to make of this honestly, the Defence Minister told. Imran Khan had said he believes there may be a better chance of peace talks with India and settling the Kashmir issue if Modi's party BJP wins the general elections. Mehmood Qureshi's claims that India was going to attack Pakistan between April 16-20, Sitharaman said, I don't know from where he got these dates from. Good luck to him god knows (who is his source in India) but it sounded very fanciful and amusing to me. When asked whether the Supreme Court's decision to look into the allegedly stolen documents or acquired documents in the Rafale case weakened government's position, the union minister said, I don't think our position has become weaker. We are firm on our stand. The Attorney General gave an explanation the next day. Documents from the Defence Ministry are classified documents. Every time a document of this nature or even a page comes out, in my understanding, it is stealing of information. The ministry is looking into the matter as to how it came out. When questioned if she thought that the procurement of documents pertaining to the Rafale deal was illegal, the Minister said, The procurement of the document is illegal. That's what I have been harping on. There are legitimate ways of obtaining it. There are credible tools to obtain it. If it has not come out through a legitimate manner then it is said to be stolen. Now what has come out does not alter the discourse on Rafale. Even if we include the matter on these illegally obtained pages, it does not alter the clear process which has been adopted. We are not worried at all. Sitharaman also hit out at Congress president Rahul Gandhi for his 'chowkidar chor hai' remark against Prime Minister Modi, which he attributed to the Supreme Court. But then has the Supreme Court said that Modi ji gave this much money to Anil Ambani? Has Supreme Court said this? When has Supreme Court said this? Has Supreme court even remotely said that PM Modi is not chowkidar and chori ki hai? Is this not taking liberty with the institutions? That too Supreme Court, where every word is well thought out. It is putting words into the mouth of the court and therefore if the court is looking into the matter it is only fair, she said. Further underlining the government's dedication towards equipping the armed forces, the Defence Minister said, Post Rafale too, the Defence Acquisition Council meets every fortnight. We have been clearing things which are vital for the armed forces. Nothing has stopped us. The speed during Manohar Parrikar's time and Arun Jaitley's time continues even now. On giving emergency powers of up to Rs 300 crore to the services for meeting their critical requirements, the Defence Minister said, earlier also we had given emergency powers post-Uri attacks. We had also given them the power to choose what they want to buy. If they want to quickly purchase some ammunition post Pulwama, they can go ahead. So, this happens at least under Modi and the NDA government. Armed forces have the margin of acquiring quickly.
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APPLY MIND BEFORE YOU SPEAK: SITHARAMAN'S ADVISE TO POLITICIANS ON SEXIST REMARKS

Empathising with BJP candidate and actor Jaya Prada, Defence Minister Nirmala Sitharaman said political leaders should apply their minds before they speak about women-related issues. Sitharaman said, 100 per cent. It is always easy to hit at a woman when you talk about other things which don't become part of the conversation or which are not germane to the discussion. You easily pick up on things which are very personal or are gender specific and not called for at all. I find that coming very easily without a thought. That is where I think all of us think before the word comes out of the vocal cord to the lips. There should be some kind of momentary application of mind at least, said the Defence Minister on Jaya Prada and other women politicians who have to face sexist remarks from male counterparts. We have to draw a line. Irrespective of the party line I think we have all learnt from good public discourse. It should be in the back of our minds what we talk about in politics as that is the legacy we leave behind for the next generation and we have a responsibility towards it, Sitharaman said. An FIR was registered against Khan for making an objectionable comment against the actor-turned-politician. The SP leader has, however, clarified that he did not name anyone.
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NORTH KOREA WANTS POMPEO REMOVED FROM NUCLEAR TALKS: KCNA

North Korea on Thursday demanded the removal of US Secretary of State Mike Pompeo from stalled nuclear talks between Pyongyang and Washington, accusing him of derailing discussions. I am afraid that, if Pompeo engages in the talks again, the table will be lousy once again and the talks will become entangled, Kwon Jong Gun, director general of the Department of American Affairs at North Korea's Foreign Affairs Ministry said, according to the official KCNA news agency. Therefore, even in the case of possible resumption of the dialogue with the US, I wish our dialogue counterpart would be not Pompeo but (another) person who is more careful and mature in communicating with us.
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INDIA SHOULD BE WARY OF GETTING TOO COSY WITH SAUDI ARAMCO

Saudi Arabian Oil Co. is doing its best to make nice with one of its biggest customers. With the ink barely dry on the takeover of 70 percent of the country’s chemical giant Saudi Basic Industries Corp. and the issuance of its first-ever corporate bond, Aramco is looking to buy a stake in the world’s biggest oil refinery Indian billionaire Mukesh Ambani’s Reliance Industries Ltd. is seeking to sell as much as a quarter of its refining business for at least $10 billion and is entertaining offers from Aramco and Abu Dhabi National Oil Co., people with knowledge of the matter told Bloomberg News this week. That represents quite a prize. Reliance’s Jamnagar refinery is about twice the size of the biggest U.S. plant, Aramco-owned Port Arthur, and is so massive that maintenance work occasionally skews India’s entire trade balance. Trade is also the reason India should be cautious of Aramco’s embrace. The country has a dangerous addiction to imported crude, and it should be wary of getting too cozy with its dealer. For more than a century, the rise of major economic powers has been fueled by petroleum. The U.S. is both the world’s biggest oil consumer and its biggest producer. The Soviet Union was built on its oilfields in the Caucasus and Siberia. While China has overtaken America as the biggest oil importer, it’s also the biggest producer outside the Middle East after the U.S., Russia and Canada. India is different. The U.S. produces about 1.8 metric tons of oil a year per capita and even China manages 138 kilograms. India – at a far earlier stage of development than either country – ekes out just 30 kilograms. Production peaked all the way back in 2010, and shows no sign of recovery. Industrialization is an energy-intensive process. If India’s development is going to be powered by crude oil, it’s going to be buying a whole lot more from Aramco and its ilk. Such a future would pose some profound risks. Balance of payments crises are a recurring danger for emerging economies, and even at its current stage of development oil typically accounts for about a quarter of India’s imports. If prices spike higher – as, inevitably, they will from time to time – that’s good news for Riyadh, but potentially devastating for New Delhi. When crude is averaging $85 a barrel – roughly the level at which Saudi Arabia can balance its budget, according to the International Monetary Fund – oil imports would reduce India’s gross domestic product by about 3.6 percentage points, according to a study this year by the Reserve Bank of India. Higher prices will also push up inflation and weaken the government’s fiscal position, the authors found. At present, that dynamic is somewhat mitigated by the fact that about a third of India’s oil imports are re-exported as petroleum products, giving the country a natural hedge against rising prices. Jamnagar, for instance, produces almost exclusively for export, meaning that it probably makes a modestly positive contribution to the trade balance since oil products are more valuable than the crude they’re made from. India is aware that its dependence on imported crude risks constraining growth. The government wants 30 percent of new cars and two-wheelers to be electric by 2030 and is already home to more than 1.5 million electric rickshaws. It’s also adjusted tax policies to encourage that transition. In a country at grave risk from climate change, whose cities are already choking on vehicle smog, reducing the reliance on imported fossil fuels is more than just an issue for the current account. That goal isn’t an unrealistic one given the rock-bottom local cost of wind and solar. Still, no country has managed a low-carbon industrialization on this scale before, so it won’t be easy – and Saudi Arabia will be hoping it proves all but impossible. By promising to buy a chunk of Reliance and help fund a new $44 billion Jamnagar-sized refinery in western India, Aramco is counting on the country being unable to kick its self-destructive oil habit. Indians should hope that it’s wrong.
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CONGRESS FILES FIR AGAINST NAGALAND DEPUTY CM FOR MCC VIOLATION

The Congress has filed an FIR against Nagaland Deputy Chief Minister Y Patton for allegedly violating the model code of conduct during the April 11 Lok Sabha poll in the state. The party has demanded repolling at Riphyim Polling Station in Patton's home constituency -- 37-Tyui in Wokha district. The FIR against Patton is for serious violation of model code of conduct by entering the polling station wearing a political party's scarf, and criminal conduct of impersonation and forgery by indulging in proxy voting, a Nagaland Pradesh Congress Committee release said. Congress's demand for repolling, however, was not accepted for recommendation to the Election Commission by Returning Officer M Patton, who said, No discrepancies were observed after going through the report of the presiding officer and sector magistrate.
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NARENDRA MODI IS PRIME MINISTER ONLY FOR WEALTHY: NAVJOT SINGH SIDHU

Navjot Singh Sidhu said on Tuesday that the prime minister represented only the affluent Modiji, you are the Prime Minister of only one per cent wealthy people. You are not the PM of poor citizens. You are asking these locals to vacate their land and go elsewhere. Almost 80 per cent of locals of this region are working as labourers in other states, the cricketer-turned-politician said. Sidhu, said that PM Modi had failed to keep his promise of generating two crore jobs every year. You promised two crore jobs every year, but, only 8 lakh people got jobs in your tenure. Though China's GDP is 6 per cent, it gave jobs to 70 lakh people in five years. While India's GDP growth is 8 per cent, we could create only 8 lakh jobs, he said. He claimed that even state-run HAL, BSNL and MTNL were retrenching employees under the current government, and said that there were 25 lakh vacancies in the government. The Congress leader said that his party would grant loan waiver to farmers after coming to power.
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CHINA GDP GROWTH STEADIES AT 6.4% IN FIRST QUARTER

China’s economy beat forecasts as growth remained steady in the first quarter despite tepid global demand, a US trade war and a debt battle, official data showed Wednesday. The world’s second largest economy expanded by 6.4 percent in the January to March period, faster than the 6.3 percent forecast by economists in an AFP poll, according to official gross domestic product figures from the National Bureau of Statistics. The national economy enjoyed stable performance with growing positive factors, and stronger market expectation and confidence, said Mao Shengyong in prepared remarks. Top policymakers huddled in Beijing last month announced major plans to support the flagging economy, announcing massive tax cuts, fee reductions, and financing support. Beijing faces a delicate balancing act as it tries to support private businesses in need of credit, without further inflating its debt balloon. New credit flooded into the financial system last month, with the growth of bank loans and total outstanding credit accelerating, though analysts say it will take about six months to spark an economic turnaround. Premier Li Keqiang in March laid out a lower growth target for China this year of 6.0-6.5 percent. China’s steady unemployment rate dropped to 5.2 percent in March from 5.3 percent in February. Beijing is counting on consumers and renewed investment to stabilise the economy. The latest data showed growth in retail sales for March rising 8.7 percent on-year after stagnating for three months near 15-year lows. But China’s imports fell in the first quarter, adding to worries about weak demand. All eyes have been on Beijing’s infrastructure spending which expanded 4.4 percent in the first three months after plummeting to 3.8 percent growth last year amid a campaign against debt and financial risk. The broader fixed-asset investment indicator rose 6.3 percent on-year for the first quarter, from 6.1 percent in January-February. Output growth at China’s factories and workshops in March shot up 8.5 percent on-year, from 5.3 percent in the first two months, well above forecasts.
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EU-INDIA DISCUSSIONS ON RE-TESTING OF STEEL PRODUCT IMPORTS FAIL TO CUT ICE

The EU has said that its discussions with Indian authorities on the compulsory re-testing of specified stainless steel product imported into the country at BIS authorised laboratories has failed to resolve the issue. It sought to pursue the matter further at the World Trade Organization’s committee on technical barriers to trade. In a fresh representation, the EU reiterated its demand that India should accept the tests carried out in foreign accredited laboratories attesting compliance with ISO standards (or Indian standards) and stop conducting factory inspections in the EU steel mills that have quality management systems as defined in ISO 9001. Given that the intermediate product is a low risk one and that the EU producers comply with international requirements and specifications, the EU is making these demands, the representation stated. The EU, however, has not indicated if it would file a dispute with the WTO over the matter. India already has 50 carbon steel and three stainless steel products under the ambit of its quality control order. The Indian Steel Ministry recently notified its plans of including a few more steel items to the list. The EU had alleged that such controls were a non-tariff barrier, but India argued that the BIS standards were necessary in order to take into account the manufacturing practices. EU said that it had already complied with internationally recognised standards, as well as with safety and quality standards recognised around the world. The EU would like to ask the Indian authorities to confirm whether these standards are equivalent to the relevant international standards. If that is the case, those international standards should be referred to in the text as well, it said.
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300 ARRESTED AS CLIMATE CHANGE PROTESTS BRING LONDON TO A STANDSTILL

Nearly 300 people have been arrested in ongoing climate change protests in London that brought parts of the British capital to a standstill, police said Tuesday. Demonstrators began blocking off a bridge and major central road junctions on Monday at the start of a civil disobedience campaign that also saw action in other parts of Europe. The protests were organised by the campaign group Extinction Rebellion, which was established last year in Britain by academics and has become one of the world's fastest-growing environmental movements. The arrest figure includes three men and two women who were detained at the UK offices of energy giant Royal Dutch Shell on suspicion of criminal damage. The majority arrested were seized for breaching public order laws and obstructing a highway. We so far have 55 bus routes closed and 500,000 people affected as a result, the police said.




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Thanks & Regards,
CS Meetesh Shiroya 

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