The writer is chief economist, CRISIL.
June 02,2025 06:47:17 AM
Despite tepid domestic private investment prospects and the government’s limited ability to fuel public investment due to fiscal considerations, India is benefiting from global supply-chain shifts
Mon, Jun 02, 2025February 01,2025 06:47:52 AM
Economic Survey factors challenges posed by geopolitics and climate change. Budget should lay ground for strategic policy move on infrastructure, energy
Sat, Feb 01, 2025December 07,2024 03:00:20 AM
Inflation remains a concern for the Indian economy but fiscal policy mitigating supply risks can aid the RBI in balancing it with growth objectives
Sat, Dec 07, 2024October 10,2024 04:37:47 AM
A combination of moderate non-food inflation, cooling food inflation, and US Fed rate cuts will pave the way for India’s rate cuts to start in December
Thu, Oct 10, 2024July 23,2024 07:25:31 AM
The Economic Survey lays out tasks for the Budget: reforms must continue while addressing climate change, unemployment and food inflation.
Tue, Jul 23, 2024July 11,2024 06:59:40 AM
Even though monetary policy has limited capacity to address these issues, it cannot ignore persistently high food prices if it wants to achieve its goal.
Thu, Jul 11, 2024June 08,2024 07:41:13 AM
We now expect it to begin cutting rates in October at the earliest and have lowered our expectation to two rate cuts this fiscal versus the three expected earlier
Sat, Jun 08, 2024May 02,2024 08:05:34 AM
Pickup in global trade, free-trade agreements should spur India's exports. But, uneven global growth and geopolitical tensions need monitoring.
Fri, May 03, 2024April 05,2024 18:30:33 PM
Macro environment could turn conducive for central banks to begin cutting rates by the end of summer
Sat, Apr 06, 2024March 02,2024 07:10:08 AM
Revival of private investments is critical to sustain high growth as government sticks to fiscal consolidation
Sat, Mar 02, 2024January 31,2024 16:30:55 PM
Sound macroeconomic fundamentals, fast-tracking skill development, effective energy transition and focus on reforms will be crucial for this
Thu, Feb 01, 2024December 08,2023 17:53:51 PM
The continuing pause by RBI on rates is no surprise. We expect rate cuts only in the first quarter of the next year
Sat, Dec 09, 2023November 08,2023 07:19:05 AM
While India’s economic cycles have got synchronised with those of advanced countries, its long-term trend rate of growth follows a divergent path
Wed, Nov 08, 2023October 07,2023 07:31:32 AM
Despite the spike in headline inflation, policymakers could derive some comfort from the relatively benign fuel and core inflation — the headline print was almost entirely food-led. But crude oil prices have emerged as another potential risk.
Sat, Oct 07, 2023September 02,2023 07:45:49 AM
Economic momentum peaked in the first quarter. Growth is likely to slow down from here on now
Sat, Sep 02, 2023June 09,2023 07:03:58 AM
Dharmakirti Joshi writes: Core inflation, obtained by excluding fuel and food from the overall CPI basket, has been the sticker part of inflation, not only in the last fiscal but also in the past. Slowing domestic demand and lower input prices will help tame it a bit
Fri, Jun 09, 2023April 06,2023 19:44:57 PM
Concerns over inflation and global pressures remain. It remains to be seen if RBI can manage to keep the repo rate unchanged for long
Fri, Apr 07, 2023January 31,2023 18:33:15 PM
Survey touches upon wide-ranging aspects that will shape outlook in coming fiscal year and medium term. How much of that will be a pre-election year Budget foreground? We are about to find out
Wed, Feb 01, 2023December 02,2022 06:21:57 AM
Dharmakirti Joshi writes: India’s growth cycle has become well-synchronised with those of advanced economies. So, a sharp slowdown in these countries will spill over to India.
Fri, Dec 02, 2022October 10,2022 04:15:15 AM
Given so many moving parts and geopolitical complexity, policymakers and market participants have an unenviable task of anticipating turnarounds, and the speed of recovery or downturn. The long-term trend rate of growth will be influenced by many factors including efficiency-enhancing reforms.
Mon, Oct 10, 2022September 02,2022 04:08:16 AM
Dharmakirti Joshi writes: Maintaining momentum next year could be more challenging, with global growth slowing and lagged impact of monetary tightening in economy
Fri, Sep 02, 2022June 09,2022 04:15:29 AM
Dharmakirti Joshi writes: What does all this mean for growth and inflation?
Thu, Jun 09, 2022April 28,2022 04:00:29 AM
Dharmakirti Joshi, Pankhuri Tandon write: There is little that the RBI can do in the near term.
Thu, Apr 28, 2022February 11,2022 03:09:17 AM
Dharmakirti Joshi writes: RBI stays the course despite risks to inflation, changing global environment
Fri, Feb 11, 2022January 10,2022 03:33:58 AM
🔴 Government needs to ramp up infrastructure-focused spending, while bringing down deficits over the medium term
Mon, Jan 10, 2022