Pranjul Bhandari

Domestic infrastructure: Fix land and labour related regulatory hurdles to boost growth

With slowing world growth, the falling ` won’t help. improve domestic infra, ease the regulatory hurdles in acquiring land and hiring labour

Opinion News

RBI Monetary Policy Review: Hold rate hike? No, it should be done sooner rather than later. Here’s why

A constantly changing growth and inflation nexus, and delays in monetary transmission, suggest the rate decision in the upcoming RBI policy meeting on October 5 should be assessed over a multi-year horizon.

RBI, RBI monetary policy, RBI Monetary Policy Review, RBI rate hike, inflation nexus, monetary transmission, opinion News

Growth outlook: India’s GDP growth likely to hit 7.5% by end-2019

Depending on the global environment, potential growth could rise meaningfully from 2020, led by higher investment and growth dividends from recent reforms.

Opinion News

Storm before the lull: Inflation will surge in FY19, cool off the year after

RBI may hike rates as soon as August as FY19 inflation rises, on the back of MSP-hikes, rising crude prices, etc. the case for further hikes in FY20 is weak as the pressures abate

Opinion News

FRBM targets: NHPS, higher MSPs a drag on debt goal

Even doubling current consolidation efforts won’t help. However, setting the GST right could raise the necessary revenues to meet the debt target.

Given the rapid changes in the Indian economy over the last decade, there were calls for a new and updated FRBM law. News

States’ Finances & FRBM Goals: Tied to the mast, but loosely

State deficits are set to narrow, though marginally, in FY19. But the debt-bill cloud looms large while the drag from govt finances will have its bearing on growth.

The Centre's transfers to the states have been rising since the Fourteenth Finance Commission (14FC) came into effect in FY16. News

Is 4 pct inflation new normal? The rise back up may not be too sharp either

We have said this before, and have found new evidence since. Inflation in India has fallen dramatically, and while the excessively low levels of FY18 may not be sustainable as some of the drivers are short-lived, we think the

inflation, inflation new normal, Inflation in India, economy, economics experiments, Minimum Support Prices, demonetisation, GST, food supply management, inflation economy, bad loans News

Farm crisis: Landless may be better off, but landed are worse off; here is what you should know of rural distress puzzle

The state of India’s rural economy is puzzling. There is enough evidence to support both opposing statements: one, that the rural economy has improved, and two, that the rural economy is in the doldrums.

farmers, landless farmers, farmers crisis, farm loan waiver, demonetisation, farmers debt News

Riding a wave: A case can be made that, for credibility sake, RBI needs to rework its inflation forecasts

Watching India’s inflation trends these days gets us humming The Doors’ 1967 popular single, ‘Break on through to the other side’.

RBI, RBI news, RBI latest news, RBI forecast, RBI inflation forecast, RBI forecast on inflation, inflation, reserve bank of india News

GST rate impact: Here’s how the new tax can carry a greater punch

The government, over the last few days, finalised GST rates that could blunt the reform’s growth impact. It has decided on multiple tax rates and exemptions, moving further away from an ‘ideal’ structure.

Economy News

Monetary policy review highlights inflation outlook uncertainty

The RBI held on to its 5.1% CPI inflation forecast for January-March 2017, but highlighted that there were upside risks now versus the scope for downside surprise last time.

Monetary policy review highlights inflation outlook uncertainty

Column: India’s GDP to auto-correct

As prices normalise, GDP overestimation will narrow

Column: India’s GDP to auto-correct

Will india make it – 2016? How to revive Investment

Govt capex and growth in consumption together could revive India's investment cycle – eventually

Will india make it – 2016? How to revive Investment
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