inflation and interest rates

Indirect tax windfall brings cheer amid bad news on inflation, IIP fronts

Good news on the indirect tax collection front was eclipsed by a 3.6% contraction in IIP, and 5.52% higher retail inflation. Read more »
RBI raises repo rate by 25 basis points

Monetary policy: RBI joins quantitative easing bandwagon

In a major departure, the RBI has committed its balance sheet to monetary policy in the April 2021 MPC meeting. Read more »
IMF, RBI

Monetary policy: RBI stays focused on growth with accommodative policy

RBI’s proposed Rs 1 trillion government securities acquisition programme will provide certainty to bond market participants, reduce term premiums. Read more »
Budget 2023 and agriculture

Agrarian crisis: FPOs is the way out for Indian farmers

Effective business models, high turnovers, sustainable cash flow, value-added products, and market access key to the success of FPOs. Read more »
inflation and interest rates

Record GST collections back World-bank’s 7.5-12.5% growth forecast for Indian economy

Bullish economic growth projections for the Indian economy will depend on financial sector risks, and the success of measures taken to curb the spread of Covid-19. Read more »
Kerala economy struggling under Covid-19 impact

Kerala economy: Time for soul searching on government size, welfare schemes

The new government that will take oath in May needs to put together a nuanced agenda for the Kerala economy based on broad political consensus. Read more »
IPEF and the global economy

Foreign Trade Policy: Protectionism without strong local industry may spell disaster

Restrictive foreign trade policy without domestic competence can be a restraint as observed in the post-Covid period when industries such as tyres and pharmaceuticals suffered. Read more »
President Biden's $1.9 trillion US stimulus package

$1.9 trillion US stimulus package to boost India growth, nudge inflation

A potential increase in country risk premia and pressure on domestic yields caused by the US stimulus could tighten domestic financial conditions. Read more »
GST collections soar

TechFins: Why India must stop their unregulated, untaxed run

Unregulated TechFins run by large technology firms such as Microsoft, Google, Huawei, Apple, Facebook, WhatsApp, Amazon, Alibaba, Flipkart, Airtel, and Reliance JIO can easily out-compete traditional financial services firms. Read more »
climate change and the record-breaking heatwave

India’s $5 trillion economy plan runs into Rs 7,14,000 crore climate change risk

There is a growing global demand for climate-friendly products that presents a huge opportunity for companies willing to invest in action against climate change. Read more »