The writer is co-head of Asia Pacific Strategy and India Strategist for Credit Suisse.
There had been a clamour for radical reforms. Demonetisation shows what real reforms feel like.
Wed, Nov 16, 2016GST is a reform long delayed. But there may be good reason not to hurry it through now.
Fri, Sep 23, 2016Farm incomes may not revive despite good monsoon. There are new challenges for policymakers.
Mon, Aug 22, 2016They ignore the extremely high risk of an attempt at privatisation being effectively stillborn, unacceptable to state governments.
Mon, Jun 06, 2016Why criticism of the Ujwal Discom Assurance Yojana is misplaced and unwarranted.
Thu, Mar 17, 2016By sticking to the fiscal consolidation roadmap, the Union budget has obviated instability. The focus should now be on state capitals, whose budgets need greater market scrutiny
Wed, Mar 02, 2016Indian equity markets are turbulent due to high foreign ownership and the renminbi uncertainty
Thu, Jan 28, 2016Why popular stockmarket indices are not an accurate barometer of the robustness of the Indian economy.
Tue, Dec 22, 2015The election results in the state will impact the Indian economy’s prospects.
Mon, Nov 02, 2015RBI raising limits for foreign investors holding government bonds is more significant than the rate cut.
Fri, Oct 02, 2015Centre’s untidy money management creates unnecessary economic volatility and impedes investment
Mon, Jul 13, 2015State governments cannot make cities livable. They must give urban areas freedom to manage themselves.
Sat, May 16, 2015The changing electorate and competitive federalism will be checks on their profligacy.
Thu, Mar 05, 2015The economic impact of Obama’s trip will be better understood months or years down the line. But a good start has been made.
Thu, Jan 29, 2015A diffuse urbanisation is likely in India. Yet, we continue to make policies that aspire towards mega-cities.
Mon, Jan 05, 2015A structural change is afoot. It holds great promise for India.
Mon, Nov 24, 2014So far, government has kept the scoreboard moving with singles.
Tue, Sep 09, 2014It carries little that is surprising. State budgets matter much more.
Sat, Jul 12, 2014It won’t be painless. Five priorities: railways, energy, GST, inflation, PSU banks.
Wed, May 28, 2014Piketty starts with a denunciation of economic theory and its inclination to theorise without any data.
Thu, Jul 09, 2020Alagh emphasises the need for improvements in agricultural productivity through higher capital investment, in order to move the workforce out of agriculture.
Sat, Apr 12, 2014Agricultural GDP is underestimated due to inaccurate non-cereal data.
Thu, Jan 09, 2014How India is using the opportunities in a weak currency,in terms of import substitution and a spurt in exports.
Fri, Oct 04, 2013Why policy needs to address the small entrepreneurs,help them scale up
Tue, Aug 06, 2013