The writer is co-head of Asia Pacific Strategy and India Strategist for Credit Suisse.
Why popular stockmarket indices are not an accurate barometer of the robustness of the Indian economy.
The election results in the state will impact the Indian economy’s prospects.
RBI raising limits for foreign investors holding government bonds is more significant than the rate cut.
The state needs a stimulus. Only the Centre can provide it.
Centre’s untidy money management creates unnecessary economic volatility and impedes investment
State governments cannot make cities livable. They must give urban areas freedom to manage themselves.
The changing electorate and competitive federalism will be checks on their profligacy.
The economic impact of Obama’s trip will be better understood months or years down the line. But a good start has been made.
A diffuse urbanisation is likely in India. Yet, we continue to make policies that aspire towards mega-cities.
A structural change is afoot. It holds great promise for India.
So far, government has kept the scoreboard moving with singles.
It carries little that is surprising. State budgets matter much more.
It won’t be painless. Five priorities: railways, energy, GST, inflation, PSU banks.
Piketty starts with a denunciation of economic theory and its inclination to theorise without any data.
Alagh emphasises the need for improvements in agricultural productivity through higher capital investment, in order to move the workforce out of agriculture.
Agricultural GDP is underestimated due to inaccurate non-cereal data.
How India is using the opportunities in a weak currency,in terms of import substitution and a spurt in exports.
Why policy needs to address the small entrepreneurs,help them scale up
For actions to be proactive,not post-crisis,political discourse must involve more economics
India is urbanising away from the big cities. This trend calls for policy changes