Sajjid Z. Chinoy

The writer is chief India economist, J.P. Morgan.

Beyond economic band-aid

Sat, Aug 31, 2019

Stimulative impact of RBI transfer is lower than presumed. Sustained reforms remain key

Budget is well-intentioned on the big themes. But execution will be key

Sat, Jul 06, 2019

All told, the budget has performed an artful balancing act against a difficult macro backdrop. The big themes — financial, external, fiscal — are all well-intentioned. Now, the authorities must walk the talk with equal skill.

The budget’s dilemma

Wed, Jul 03, 2019

Fiscal tightening will accentuate growth slowdown, fiscal stimulus will hurt monetary transmission. There is a third way.

There is no space for an inadvertent confluence of fiscal, regulatory, monetary easing

Fri, Jan 11, 2019

Policymakers have done well in the last few years to ensure macroeconomic stability. They must not now give in to the clamour for fiscal, monetary and regulatory easing.

Plunging to reality

Fri, Feb 09, 2018

Global markets are finally reconciling themselves to the fact that the goldilocks story of 2017 was always too good to be true.

Pause before you leap

Sat, Sep 30, 2017

Economy could be in a temporary supply shock. Fiscal stimulus will only accentuate external imbalances

Boom, bust

Wed, Apr 19, 2017

Current buoyancy in global markets is misleading. Structural flaws have not been corrected, economic nationalism is surging and we could be heading towards an economic malaise