An over-leveraged sector
Socialists and politicians are not the impediments to the emergence of a true market economy in India. It is the private sector
View ArticleA window of opportunity for RBI
In the second half of the year, RBI’s window for reducing rates may narrow or even close fully. It is better to use it now
View ArticleEuro zone fragmentation will resume
The opium of easy money has drugged all—from investors to policymakers on either side of the Atlantic
View ArticleBoom now; devaluation later
When China’s growth slowdown becomes truly unbearable, a devaluation will be firmly on the table and will be carried out
View ArticlePropelling India towards collapse
The collective psyche of Indians is not ready to face up to the need to produce and the harsh realities of competition
View ArticleA luxury called BCD nexus
RBI and the ministry of finance have to find ways to ensure that Indians do not gorge on debt for unproductive purposes
View ArticleA tempting minefield
By finding the right balance between instinctive antagonism and acquiescence, Modi could do better on the foreign policy front
View ArticleMantra for Narendra Modi’s second year
The government needs to make productivity its central theme as India lags behind several Asian nations in this respect
View ArticleLet them eat more credit
China’s economy has slowed because it has tried to scale back its frenetic investment spending fuelled by debt
View ArticleSpillover risk is not big
The taper tantrum of 2013 is not an excuse for the central bank to not cut interest rates on Tuesday
View ArticleThe Incredibly Myopic Fund
If the IMF cautions against a rate increase six years after the 2007-08 crisis officially ended, what exactly has it learnt from the crisis?
View ArticleThe monetary mirror to India
Freeing the mind of the focus on re-election will create space for the focus on reforms
View ArticleA new palette for policy
NITI Aayog was established to displace planning and not just replace the Planning Commission
View ArticleGreece’s unfair creditors
Greece’s creditors have failed the test of fairness, equality, democratic accountability and above all, the test of humility
View ArticleILO is anti-jobs and anti-India
India’s labour laws have served to keep the labour market an exclusive preserve, a club, of unionized workers
View ArticlePopping the hegemonic bubble
At the core, China is deeply insecure. That underwrites its eventual failure at the global hegemonic sweepstakes
View ArticleLet them eat more credit
China’s economy has slowed because it has tried to scale back its frenetic investment spending fuelled by debt
View ArticleSpillover risk is not big
The taper tantrum of 2013 is not an excuse for the central bank to not cut interest rates on Tuesday
View ArticleThe Incredibly Myopic Fund
If the IMF cautions against a rate increase six years after the 2007-08 crisis officially ended, what exactly has it learnt from the crisis?
View ArticleThe monetary mirror to India
Freeing the mind of the focus on re-election will create space for the focus on reforms
View Article