Despite improving prospects, demand pressures remain dormant, requiring caution.

Has India finally turned a corner in the battle against inflation?

China?s growth cannot automatically be attributed to manufacturing, it is a far more complex phenomenon

A stable government could push the rupee up moderately but tightening of global liquidity will balance it out

A rate-cut decision will boil down to the prospects of inflation following the glide path into 2016 and thereafter

Domestic growth might be even weaker than data show

While household savings have dropped sharply, there is a switch between financial and physical savings

But is the growth inflation trade-off really false in the long run?

RBI should be cautious as GDP growth is likely to be below 4.8% in FY14 and global commodity prices are…

RBI may go for a modest 25 bps hike in repo rates with signals that there would be more if…

Should RBI assign an inflation risk premium or discount to the policy rate?

At the heart of it is the efficient financing of India?s growth potential

RBI might gradually just lower the MSF rate, using supporting liquidity infusion

The companion piece to this article, a few days ago, sought some insights into why India?s inflation, initially manifest largely…

This is not a paean to cutting rates. It can?t be. Which central bank can legitimately wade into (further) monetary…

We had written about India?s large and troubling current account deficit in early January and how the theories of currencies…

Why RBI will start cutting rates, maybe even more than expected.