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Growth, Inflation, the Rupee: What Should the RBI Prioritise?
Insights on the RBI's policy choices, the rupee's persistent weakness, foreign capital flows and the trade-offs between inflation control and economic growth
The Strongest Case for Optimism About India's Economy
Insights on India's growth prospects, the opportunities in a changing global economy, and the reforms needed to build a more prosperous and resilient economy
Will Modi Walk Away From a Trade Deal With Trump?
Insights on the India-US trade negotiations and why India should prioritise a balanced deal that delivers lasting benefits
Why the RBI's Defence of the Rupee Is Becoming Unsustainable
Insights on the rupee's depreciation, the RBI's foreign exchange strategy, India's balance of payments
The RBI Raised Rates. Then It Softened the Sting
Insights on interest rates, inflation, liquidity, foreign capital, domestic savings and India’s growth outlook
India Needs Cheaper Capital. Indian Households Could Hold the Key
Insights on India’s savings patterns, financial savings, household investment, borrowing costs and the policy changes that could reshape how Indians save
Global Bond Markets Are Shifting. What It Means for India
Insights on the global bond-market shift, fiscal dominance, rising borrowing costs and why fiscal credibility is increasingly tied to economic growth
What the Iran Conflict has Revealed about India's Energy Security
Insights on India’s oil shock, energy security, strategic petroleum reserves, LPG shortages, energy efficiency, PSU autonomy and the lessons from past crises
India’s 7.8% Growth Has an Unanswered Question
Tune in for insights on India’s GDP measurement, the new base-year revision, double deflation, data transparency, and the puzzle behind the 7.8% growth figure
India’s Self-Inflicted Outflows: How Policy Makers Are Driving Away Foreign Investors
Insights on RBI intervention, interest rates, the rupee, capital flows, equity valuations and what India needs for more sustainable capital formation
The Unintended Consequences Of India's Rural Homes Subsidy
Tune in for insights on India’s housing-jobs mismatch and the policy changes needed to make India’s cities more productive
Why India's GDP Growth Isn't Resulting in Prosperity
Tune in for insights on why sustained economic growth alone cannot deliver widespread prosperity
