We expect the curve to be upward-sloping from 2022-23 onwards, and initially, we expect an average of $50 billion annually…
It will help revive economic activity, but there are deep-seated issues—and Covid-induced ones—that need fixing
Given the state of private investment and the balance sheets of states, central capex critical for sustainable GDP growth
The policy seeks to reassure bond markets while hoping a good crop and fixing Covid-bottlenecks will ease inflation
Large enough swathes of the economy remain in trouble, so increased government expenditure will remain critical
Allowing business houses to own banks is fraught with risk; India’s supervisory system is too lax to deal with it
If listed firms’ profits are up & GDP is set to fall by 8-9%, it suggests the larger segment of…
The near absence of private sector investment is a big challenge
Governor Das shrugs aside inflation, makes money cheaper for governments, corporates and retail borrowers
If you look at what happens in the states, the time it takes to get approvals and clearances before you…
The government realises that if you want sustainable high demand, which is required to grow manufacturing and employment, we need…
The pandemic is likely to have hurt the informal sector more acutely as it comprises smaller firms with limited economic…
Biyani believed there was enough of a catchment for chains like Pantaloons. But, India was,and is, a country with lakhs…
Government should recapitalise banks to allow them to decide which firms to help, and remove the IBC-freeze
Without a near-term spending of Rs 4-5 lakh crore, it is going to be difficult to even reboot the economy
Farm growth outlook is quite promising, but rural wages are likely to remain depressed, and consequently, demand too
Given less than ordinary returns for most of the decade, investors would be justified in feeling let down
Of course, economic activity is up, but it can fall as more cities lock down; and don’t ignore structural problems.
