Liquidity Unclogged, a Vision for Economic Transformation but Light on Fiscal Detail
FM Nirmala Sitharaman's debut Budget Speech skipped all mention of the fiscal deficit target, or the arithmetic of spending and expenditure. That...
574 Views
How US-China Trade War Impacts Monetary Policy in EM
The breakdown in trade talks between the US and China has cast a pall over global markets and darkened the outlook for global growth. The markets...
640 Views
The New Industrial Revolution Will Transform India over the Next Half-Decade
With the biggest electoral mandate that any government has had in the economic-reform era (since 1991), PM Modi is set to unleash Big Bang reforms...
751 Views
India - Challenges Ahead For Mr Modi
Mr Modi may have swept back to power but he cannot rest of laurels. Growth is slowing. The corporate profit cycle is fragile at best and suggest...
668 Views
Landslide Triumph for Modi Prepares the Ground for Economic Transformation
Prime Minister Narendra Modi has been re-elected in a landslide victory, with his BJP party leading in 300 constituencies (up from 282 in 2014) in...
800 Views