India: Budget 2019 - Hello Populism
The NDA Government presented its 5th and final budget before they face elections in a few months’ time. This budget should have been a non-event...
426 Views
India: Unimpressive Data on Organised Sector Job Creation
One of the important ongoing debates in the country has been on the topic of Job creation. In the absence of a official household survey, the...
600 Views
India Policy Rates - Case For A Cut Builds
A cut in interest rates is coming. The case is compelling. Headline inflation is easing and is now running well below the RBI’s forecasts. System...
427 Views
India: 2019 Outlook - Strong Growth but Growing Risk of Policy Mistake
The Indian economy is in a sweet spot currently. On one hand economic growth is strong and on the other hand, some of the risks have abated due to...
992 Views
India: Big Shortfall in Tax Collections, but Fiscal Deficit Likely to Be Contained
Tax revenues in India are running sharply lower than budget estimate. At current run rate, tax revenues would miss the budget estimate by almost...
748 Views