India’s inflation trajectory will keep rising over the next 5-6 months, and the “super core (ex-food, fuel, diesel, petrol and…
Expenditure management is likely to be the balancing lever to achieve a desirable mix of budget metrics.
Job growth, on the contrary, seems to have jumped in the October-December 2017 period—with the manufacturing sector contributing the most.
Much has been written about the need for a policy stimulus, particularly a large fiscal push, but there isn’t a…
The slowdown in investment almost entirely originates in households—and not the corporate sector
This election points to the second miscalculation and misinterpretation of underlying trends, the first being the call for the referendum…
The revisions of two significant data series were released last Friday, mostly on the lines of changes recommended earlier by…
In order to revive investment, both demand- and supply-impediments of credit offtake need to be tackled
The national accounts for Q3 of FY17 have been extensively trolled, some questioning them as “too good to be true”.…
One of the payoffs to the massive exercise of “withdrawal of legal tender character” of high denomination notes is the…
But the actual realisation of this extra revenue will not come about in FY17
Even sticky Core CPI inflation is partly due to gold and silver prices
It has added to liquidity deficit, but the mix of reasons suggest it might not be as big a problem…
Depletion of cash surpluses might have limited the ability to draw from central government grants
Why are the Centre’s initiatives taking so long to translate into growth?
But low financial savings and structure of bank deposits are slowing the pace.
The impact will be at the margins as long as the overall growth of India’s established market remains slow
Market pricing and defences will keep impact moderate this time.
