The writer is chief India economist, HSB
June 18,2025 07:12:40 AM
If supply chains are rejigged during the second Trump presidency, India may have an opportunity to integrate more deeply with global value chains
Wed, Jun 18, 2025March 13,2025 06:50:16 AM
India does not have to look too far for models to emulate. Its success in services exports demonstrates the power of moving up the value chain. Perhaps a similar learning-by-doing process while moving up the value chain will help manufacturing too
Thu, Mar 13, 2025October 05,2024 02:22:13 AM
There could be a few reasons for this: With better irrigation, low rains are less of problem; useful information contained in the reservoir variable already gets picked up by temperatures; and lastly, there is a non-linear relationship between temperatures and food inflation
Sat, Oct 05, 2024December 19,2023 07:00:29 AM
A small but fast-growing part of the economy which we call ‘New India’, is central to speeding up growth. One is the exports of high-tech goods, the other is India’s digital public infrastructure
Tue, Dec 19, 2023October 09,2023 07:00:04 AM
At the heart of India’s jobs problem is a sluggish low- and medium-tech manufacturing sector. What India needs is a slew of reforms which remove many of the impediments manufacturers face
Mon, Oct 09, 2023February 24,2023 07:13:50 AM
Recovering informal sector demand is helping to restore manufacturers’ profit margins and the disinflation process is likely to be slow, with or without a good winter crop. RBI has its work cut out
Fri, Feb 24, 2023December 15,2022 07:12:44 AM
Pranjul Bhandari writes: For the states, the tax revenue bounty has so far been used for fiscal consolidation and current expenditure. The capex track record over the last few years has been weak. With the budget season upon us, there is a hope that fiscal consolidation can coexist with high capex.
Thu, Dec 15, 2022October 17,2022 04:25:55 AM
Pranjul Bhandari writes: India may eventually need a coordinated institutional framework tying together the different parts of policy making in order to navigate the increasing volatility triggered by climate change and energy transition
Mon, Oct 17, 2022April 07,2022 04:00:05 AM
Pranjul Bhandari writes: If oil prices remain elevated, it could drag growth down, raise inflation, and widen the twin fiscal and current account deficits.
Thu, Apr 07, 2022December 24,2021 03:01:36 AM
🔴 Policymakers must chart out a course of action that delivers on promises, quickly
Fri, Dec 24, 2021November 10,2021 04:05:44 AM
Pranjul Bhandari writes: Switch to renewables will impact several economic agents, require institutional coordination to address multiple complexities.
Thu, Nov 11, 2021August 20,2021 03:30:14 AM
Pranjul Bhandari writes: It is critical to provide protection to workers via social welfare schemes.
Sat, Aug 21, 2021January 29,2021 03:05:02 AM
The central bank may have been the main game in town in 2020. But fiscal policy will likely play a bigger role in shaping the growth recovery in 2021.
Fri, Jan 29, 2021December 28,2020 03:45:41 AM
The RBI may have to take steps to gradually drain the excess liquidity in the banking sector, provide a floor for short-term rates, which have fallen below the reverse repo rate, and finally narrow the policy rate corridor by raising the reverse repo rate.
Mon, Dec 28, 2020August 28,2020 04:00:55 AM
We believe the supply disruption caused by reverse migration won’t last long, but led by lower wages, demand could remain weak, requiring policy intervention.
Fri, Aug 28, 2020January 11,2017 00:02:33 AM
Long-term investments in social sector are essential for growth, political stability.
Wed, Jan 11, 2017