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  1. Business News
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  3. k g narendranath

K G Narendranath

Introduction
K G Narendranath is the Executive Editor at The Financial Express (FE), based in New Delhi. With a career spanning over two decades, he is one of India’s most respected voices in macroeconomics, fiscal policy, and international trade. He is frequently the lead journalist for the publication’s high-stakes “FE Exclusive”…Read More
Author's image

K G Narendranath is the Executive Editor at The Financial Express (FE), based in New Delhi. With a career spanning over two decades, he is one of India’s most respected voices in macroeconomics, fiscal policy, and international trade. He is frequently the lead journalist for the publication’s high-stakes “FE Exclusive” interviews with top government figures, including the Finance Minister and the Chief Economic Advisor.

Experience

Narendranath’s career has been spent at the pinnacle of Indian financial journalism. Before the The Financial Express, he was a prominent reporter and editor at The Economic Times. His bylines, which date back to the early 2000s, have documented the evolution of India’s economy through multiple administration shifts and global financial cycles.

His professional milestones include:

  • The Financial Express: Currently serving as Executive Editor, where he steers the macroeconomic and policy coverage for the paper.
  • The Economic Times: Previously spent over a decade reporting on policy, exports, and industrial de-reservation.
  • Thought Leadership: He is a frequent speaker and moderator at premier industry forums, such as the Kerala Management Association (KMA), where he provides deep-dive analyses of the Union Budget and India’s economic roadmap.

Expertise

Narendranath specialises in “big-picture” economics and the technicalities of government finance. His core areas of expertise include:

  • Fiscal Policy & Taxation: Deeply analytical reporting on the Union Budget, GST design flaws, and capital gains tax reforms.
  • International Trade: Monitoring Free Trade Agreements (FTAs) and the impact of global trade protectionism (e.g., US-India “tariff tantrums”).
  • Manufacturing & Industry: Tracking the growth of the MSME sector and the impact of government capex on strategic sectors.
  • Digital Sovereignty: Investigating the gap between India’s investment intent and the execution of digital sovereignty strategies.
  • External Sector: Analysing the rupee’s global standing, capital inflows, and the “China-plus-one” strategy.

K G Narendranath’s authority is cemented by his access and analytical depth. He is the go-to journalist for long-form interviews with Union Finance Minister Nirmala Sitharaman, where he pushes for clarity on “economic buoyancy” and structural reforms. His ability to distill complex data—from MFN tariff rates to fiscal deficit buffers—into actionable insights has made him a trusted reference for policymakers, investors, and fellow journalists.

His legacy of accurately predicting policy shifts and his long tenure at the Indian Express Group establish him as a cornerstone of credible financial reporting in India.

Author's image
K G Narendranath Social Media Profile
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By K G Narendranath
India risks complacency without reforms, Bernstein warns PM Modi in open letter
India leads in digital sovereignty investments, but global gap between intent and action widens: Report

India leads in digital sovereignty investments with 62% firms prioritising it, but execution lags globally as only 52% implement strategies,…

By K G Narendranath
April 21, 2026 19:17 IST
‘No significant net gains for Centre’s finances from Financial Commission award’ Q&A with DEA Secretary

“Household savings are increasingly diversifying into capital markets and non-bank instruments. The approach so far has been to allow this…

By Prasanta Sahu
February 3, 2026 17:23 IST
Union Budget 2026-27: Stability over Spectacle 

Union Budget 2026-27: Manufacturing gets a leg-up with budget support for 7 strategic sectors.Govt capex jumps to Rs 12.2 lakh…

By K G Narendranath
Updated: February 2, 2026 05:55 IST
CEA Exclusive: State-led reforms can lift growth potential

As for the tax relief, its impact is largely a one-off effect lasting about a year before becoming part of…

By Prasanta Sahu
Updated: January 31, 2026 16:30 IST
Nirmala Sitharaman
FE Exclusive | Nirmala Sitharaman says ‘economic buoyancy can’t be overstated’ – Full Interview

In an exclusive interview with FE, Finance Minister Nirmala Sitharaman talks about economic growth, manufacturing and reform while navigating global…

By K G Narendranath
Updated: July 1, 2025 12:09 IST
CPI(M)'s New Leader Mariam Baby Seeks Revival Amidst Challenges. (Image Source: PTI)
New direction for the Left: Mariam Alexander Baby reflects on party’s evolution and future challenges

Newly elected CPI(M) General Secretary Mariam Baby acknowledges the party’s decline and calls for innovative strategies to regain relevance, especially…

By K G Narendranath
April 10, 2025 05:32 IST
Pronab Sen
‘Private capex just refuses to move, it’s a crisis of confidence’, Pronab Sen

“Cheap imports (from tariff cuts for the US) could directly threaten sales of domestic agriculture products in urban rather than…

By Priyansh Verma
Updated: March 19, 2025 09:29 IST
CEA to Govt: Deregulation crucial for MSMEs as economy projected to grow 6.3-6.8% in FY26. (Image Source: Freepik)
CEA to Govt: Get out of the way; deregulation critical for MSMEs as economy seen growing 6.3-6.8% in FY26

India’s economic growth may not recover from the 6.4% low in FY25, according to the Economic Survey 2024-25. It predicts…

By K G Narendranath
February 6, 2025 04:00 IST
RBI, RBI governor, banks, banking fraud, digital frauds, cybersecurity, banking sector, private banks, public sector banks
Newsmakers of 2024: Sanjay Malhotra, Governor, RBI

Considering the strength that India’s financial and external sectors have acquired over recent decades, what’s needed now is an optimum…

By K G Narendranath
December 31, 2024 06:00 IST
inflation, food prices, economy, GDP, CPI, Gross Domestic Product, US Fed, World Bank
The price factor conundrum

Food supplies have to be augmented and kept as much steady as possible through seasons, with policies designed to enhance…

By K G Narendranath
December 27, 2024 05:45 IST
Tax, revenue, TDS, Money, income, TDS, budget
People can well afford a 20 per cent capital gains tax

India’s position, as such, has been that pillar one and pillar two should be introduced simultaneously, because these will give…

By Priyansh Verma
November 29, 2024 03:30 IST
NBCC, NBCC India, NBCC news, industry news, financial express
‘Govt’s infra focus may help us generate Rs 25k crore in 5 yrs’

‘Our revenues have been on an upward trajectory, and we expect to generate a year-on-year growth of around 15% in…

By K G Narendranath
January 10, 2024 03:10 IST
fiscal deficit, world bank, indian economy, economy, global economy,
The first of a series on what 2023 could have in store – Economy: Fingers crossed

Release of pent-up domestic demand, reasonably strong capital expenditure support from the government, and a farm sector that has attained…

By K G Narendranath
December 26, 2022 06:00 IST
GST five years
Indirect tax reforms: A job half done; GST underperforms for its faulty design, rate hike agenda regressive

Taxes continue to get paid on taxes. Economic travails have since forced the policymakers’ hands and deprived them of any…

By K G Narendranath
June 27, 2022 03:45 IST
CEA at BFSI summit fresh
FE Modern BFSI Summit 2022: Banks stronger now, to aid balance sheet expansions again, says CEA Nageswaran

Referring to the so-called “twin balance sheet problem” that started in the early years of the new millennium, he said…

By K G Narendranath
Updated: June 17, 2022 14:23 IST
CEA Anantha Nageswaran
Macro stability paramount now, it’s good sign that “we have become inflation-intolerant”: CEA

Recession in the west to slow India’s export growth,supply disruptions could reappear if China comes back to global markets with…

By K G Narendranath
Updated: June 17, 2022 20:06 IST
He also argues, given the persistent weakness in both labour and product markets, inflation can be self-limiting to a large extent. (File/IE)
‘Current consumer price index seriously out of date’

As domestic economy starts picking up, surplus exports may come down, says Pronab Sen.

By K G Narendranath
Updated: March 29, 2022 00:07 IST
Sanjeev Sanyal
‘No trade-off between MSMEs & big players, they thrive together’

Speaking at an FE Boardroom session recently, the former principal economic adviser in the finance ministry noted that the dynamics…

By K G Narendranath
March 15, 2022 09:05 IST
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