ECONOMY
An uneven multi-speed economic recovery to continue in 2022
While the outlook on growth has improved in the near-term, uncertainty remains beyond that time horizon, especially on the sustenance of the private consumption momentum
BUSINESS
The key numbers behind the Budget
The most important numbers investors should look for in the Budget and how they affect the economy
BUSINESS
Forex stock places India in a better position to deal with the worst recession since 1930s
With a significant part of the country’s debt due for repayment in the current fiscal year, there is enhanced refinancing risk, considering the global financial market backdrop and COVID-19. Sizeable foreign exchange reserves place India in a better position to deal with this risk
BUSINESS
Comprehensive policy response is needed to ease the economic fallout of COVID-19 outbreak
Under a worst case scenario, GDP growth in FY21 could fall to 3.5 percent
ECONOMY
Budget 2020 may set off a virtuous growth cycle
The Budget proposals should aim at supporting private investments and government’s own capex spend -- both through on- and off-budget financing
ECONOMY
Stars are aligning. Expect a gradual economic revival in 2020
As for India, recovery efforts will have to focus on fiscal measures to support consumption and investment
ECONOMY
In Detail | Global clouds are thickening around India’s own challenges
Countering domestic private demand slowdown and a weak sentiment is crucial. Otherwise, even a modest economic recovery could take longer
ECONOMY
New liquidity framework talks of many ideas
The working group proposes surplus conditions and development of long-term repos
BUSINESS
Budget maintains continuity with its long-term policy focus on investment-led growth
The Budget addresses some of the issues holding back growth, without loosening the fiscal purse strings
BUSINESS
Budget 2019 must take aim at long-term growth, not just cyclical recovery
The case for fiscal stimulus is well presented. But that’s not all. For India to become a $5 trillion economy by 2024, doubling down on fiscal reforms cannot be overstated
ECONOMY
Monetary Policy | Third consecutive rate cut to support growth
Given the trajectory of growth and inflation, there still is room for another 25 bps cut over the next two meetings.
