Tamil Nadu economy is in a precarious position – just one wrong step by the new government can send the state finances flying off the cliff. Read more »
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 »
In a major departure, the RBI has committed its balance sheet to monetary policy in the April 2021 MPC meeting. Read more »
RBI’s proposed Rs 1 trillion government securities acquisition programme will provide certainty to bond market participants, reduce term premiums. Read more »
Effective business models, high turnovers, sustainable cash flow, value-added products, and market access key to the success of FPOs. Read more »
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 »
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 »
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 »
A potential increase in country risk premia and pressure on domestic yields caused by the US stimulus could tighten domestic financial conditions. Read more »
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 »