November 17, 2019
Moody’s and the mood of the economy
A comprehensive look at the various factors responsible for the present downturn, in the light of Moody's recent downgrade of India's outlook.
September 17, 2019
Even sectoral solutions call for a broader economic outlook
The Modi government should not limit itself to sectoral policy responses each time there is trouble in one part of the economy.
March 25, 2019
Economy: good, bad and ugly views
In this article for the New Indian Express, Shankkar Aiyar discusses the good, bad and ugly views surrounding the debate around the economy as we approach the 2019 general elections in India....
November 26, 2018
Use RBI surplus for sovereign fund
The crux of the matter is who will cough up the cost of clearing the swamp in the financial sector to prevent a systemic crisis.
November 21, 2018
World War I: a turning point for the Indian economy
The extraordinary profits earned during World War I provided the initial capital for several Indian industrial groups that would become dominant in the years to independence
November 19, 2018
An economist who never pulled his punches
T.N. Srinivasan, along with Jagdish Bhagwati and Padma Desai, deserves the lion’s share of credit for developing the intellectual consensus around economic liberalization
October 24, 2018
The investment cycle has finally begun to turn
There are reasons to believe that a cyclical recovery is underway but the larger structural decline in the investment rate has not yet been addressed
October 17, 2018
The great Indian inflation puzzle
The initial success of flexible inflation targeting by RBI’s monetary policy committee is undoubtedly welcome, but the acid test lies ahead
October 08, 2018
Myths, Theories and Rupee Realities
The slide in the rupee is propelled by multiple factors
October 08, 2018
Is the rupee undervalued or is it overvalued?
The Indian currency appears fairly valued if one looks at price levels on the one hand and average purchasing power parity income levels on the other