Until the informal economy is back on its feet, we can’t call a recovery.
IBC should never have been kept in abeyance for so long and, if not handled well, the pre-pack can deal…
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
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