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
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
October 08, 2018
Ill winds blow on Mint Road
The appointment of S. Gurumurthy to the RBI board suggests that the government is abandoning conventional economics in favour of its putative Indic alternative
October 08, 2018
Myths, Theories and Rupee Realities
The slide in the rupee is propelled by multiple factors
September 10, 2018
The Fuzzy Fiscals of Petro Prices
There is a booming industry in petro price jokes. Videos and words from the past are haunting the BJP in 2018.
September 03, 2018
Repetitive Rhetoric and Raging Rupee
The journey from systemic somnolence to stated “concern” to panic depends on the velocity of volatility and the momentum of events.
August 27, 2018
Atal’s model and the India story
The Atal model of development designed the building blocks for the $2.5 trillion economy and the India story.
July 30, 2018
Is India living through a new ‘gilded age’?
Economic growth is not quite as white hot as it was during the heyday of the previous government, but India remains the world’s fastest-growing major economy
May 28, 2018
Oil Roil: How About Some Self-reliance?
The baritone of rising crude prices and the shrieking falsetto of the falling rupee have announced crises amidst operatic politics.