2025: A terrific year for macroeconomic management of the economy
The economy grew strongly despite several headwinds, with the policy responses mostly fitting the need. How sustainable is the growth rate, though?
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How well rural consumption is doing is subjective. What isn’t subjective is how growing indebtedness, combined with stagnant income growth, is creating a tinderbox for households, banks and consumer companies that no one is talking about.
India needs a solid, long-term plan to soften US tariff blow
The shocks to employment, formalization and sectoral growth can seriously hurt India’s ongoing economic transformation. Here’s a practical guide to offsetting US export losses.
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Despite the go-go narrative, it is clear that the country’s economic growth is in a funk. What’s more, history shows that further interest rate cuts to fuel stalled growth will be as futile as flogging a dead horse.