Data vs gossip: Who should win?
The incomes of the poorest are rising at a faster pace than any time since January 2015. That could be the reason for Modi winning elections and why the growth slowdown will soon reverse.
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The incomes of the poorest are rising at a faster pace than any time since January 2015. That could be the reason for Modi winning elections and why the growth slowdown will soon reverse.
Inflation is down by 700 bp since 2013, and policy rates have declined by 200bp — and you are still wondering why GDP growth is slow?
Average CPI inflation for eight months since September 2016 has been 3.7 per cent. How long are you going to wait and watch, MPC, before you admit that you were wrong in your assessment?
The old elite won’t give up their privileges easily. They will try to derail the structural transformation happening in India and object at every turn.
It is politics that best explains the phenomena of farmer riots amidst growing prosperity.
One logical way for the MPC to change course and lower rates is by being Keynesian at the June 7 meeting — the facts have changed, so we have changed our mind
Narendra Modi’s tenure thus far has brought about significant structural change in the economy. But the nation needs to be careful about false morality and cow vigilantism
The inflation forecast is the most important aspect of the most crucial economic decision that the RBI makes — it needs to be more in tune with reality.The Indian economy has likely gone through a mega structural-break experience via demonetisation....
A ‘rate hike in time is just fine’ is a wise RBI saying. With CPI inflation at near-historic lows, this must mean, according to the RBI law of mean reversion, that the future will bring high inflation. Hence, the urgent...
RBI’s obstinate refusal to cut policy rates, and the moving of its policy stance from neutral to accommodative, is not based on economic logic. Both headline and core inflation data argue for a rate cut