Renu Kohli

Articles By Renu Kohli

98 Articles

Column: Indian economy: On the mend, or melting?

Four charts tell a story contrary to the current opinion that sees a pick-up in growth and investments

Column: Indian economy: On the mend, or melting?

Column: Imported stabilisation

Policies disproportionately focused on the capital account; instability may surface from the current account side.

Column: Imported stabilisation

What happens when real GDP is higher than nominal?

Slippage of nominal below real GDP may portend structural deflationary impulses

india gdp News

Column: A taxing reality

Failures to raise tax revenue base significantly in the past raise questions about future optimism

Column: A taxing reality

Column: Capacity utilisation a lead indicator?

RBI could either expand the scope of the OBICUS or launch a capacity utilisation survey of the ‘invisible’ segment

Column: Capacity utilisation a lead indicator?

Column: Infra’s balance-sheet constraints

Public and private balance-sheets indicate investments in the sector exceeded capacity or grew too fast

Column: Infra’s balance-sheet constraints

Column: FY15 – A year of growth enigma

There shouldn’t be surprise if the CSO were to revise its estimates significantly downward

Column: FY15 – A year of growth enigma

Column: The new exchange rate debate

Underneath the debate lies the friction between Make-in-India and Make-for-India

Column: The new exchange rate debate

Column: Inflation-targeting – Risks to the new framework

Disinflation costs, weak fiscal institutions and a non-responsive supply-side are key risks

Column: Inflation-targeting – Risks to the new framework

Column: New data series- Past uncertain, future tense!

The new GDP estimates could potentially alter growth narratives and its policy implications

Column: New data series- Past uncertain, future tense!

Column: Exploit the oil price fall

RBI should use the emerging current account dynamics for lasting readjustment in external balances

Column: Exploit the oil price fall

Column: What explains food inflation’s fall?

Softening international prices could be a binding constraint against any significant increase in food prices in 2015-16

Column: What explains food inflation’s fall?

Column: Rural demand headwinds

Recent developments carry potential to further slow down the key drivers of rural demand...

Column: Rural demand headwinds

Monetary policy: How much can RBI ease?

RBI may preserve headroom to close CPI-WPI divergence in moving towards medium-term, 4% inflation target

Monetary policy: How much can RBI ease?

Column: Is services sector slowing further?

Worrisome signs of slowing services segment with mixed indications from some parts

Column: Is services sector slowing further?

Column: Could China surprise?

Chinese authorities are pulling all punches to stabilise growth as investor opinion turns sceptic

Column: Could China surprise?

Column: RBI policy hurting manufacturing

A year of CPI-inflation-targeting by RBI keeps cost of funds elevated amidst persistently subdued demand.

Column: RBI policy hurting manufacturing
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