Columnists

Aurodeep Nandi

Aurodeep Nandi is chief economist (India and Asia ex-Japan) and India economist, respectively, for Nomura

Why increasing pace of vaccination and normalising of monetary policy hold key to economic rebound

Wed, Aug 04, 2021

As growth strengthens and the RBI’s inflation-targeting credibility comes under greater scrutiny, a policy pivot would become increasingly likely.

The virus threatens India’s economic recovery again. But don’t panic yet

Sat, Apr 10, 2021

The spectre of lockdowns is looming large once more, and while there are bright spots, there are also risks and uncertainties to watch out for.

Nascent growth recovery, while heartening, will still need government support

Mon, Jan 18, 2021

One of the key attractions of every Budget season is the tightrope walk between growth vs fiscal prudence. Next year will be no different except that the tightrope will be set significantly higher from the ground.

Coordinated fiscal and monetary policies will be needed to finance higher deficits

Tue, Sep 08, 2020

While we may estimate a sequential improvement in GDP growth in the second quarter, there is likely to be another massive contraction of (-) 10.4 per cent. Growth is likely to remain in negative territory for the next two quarters.

Skidding on the flat mobility curve

Mon, Jul 27, 2020

Easing the lockdown before controlling the pandemic is now stalling activity significantly below normal as the post-lockdown euphoria is ebbing

Solving health crisis remains the most potent economic vaccine

Mon, Jun 08, 2020

Without finding a cure for the health crisis, there is precious little that fiscal and monetary policies can sustainably achieve.

RBI’s growth push: February signalled a new dynamic — Monetary policy is no longer driven by MPC

Sat, Feb 08, 2020

The RBI sees space for more policy easing with governor Shaktikanta Das candidly admitting in the policy press conference that the next move is likely to be a cut, with timing being the key uncertainty.