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Renu Kohli

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Securing a recovery is tougher than handling the crisis

BUSINESS

Securing a recovery is tougher than handling the crisis

When the revival is marked with oscillations and bumps, and its path is less of a smooth and continuous affair, securing it firmly is easier in theory than in practice 

Why the RBI is pro-growth

BUSINESS

Why the RBI is pro-growth

The central bank considers the economy to be fragile — a weaker state takes longer to recover from shocks and catch-up to where it was before the pandemic. That explains why the central bank is wary of trapping the economy in a low-growth situation for a longer period 

Between inflation and growth, the latter remains taller risk

BUSINESS

Between inflation and growth, the latter remains taller risk

Although inflation remains above the RBI’s upper band, and core inflation firms around 6 percent, the high energy costs and pandemic-related forces are dominant drivers 

Is there a risk of market correction?

BUSINESS

Is there a risk of market correction?

Growing divergence in producer-consumer prices a sign of declining profits ahead

Growth downgrades are just the beginning, further pruning likely

BUSINESS

Growth downgrades are just the beginning, further pruning likely

The deterioration is likely to be more than foreseen

A resurgent COVID-19 strains monetary-fiscal policies, growth

BUSINESS

A resurgent COVID-19 strains monetary-fiscal policies, growth

Policies in delicate territory as adverse combination unfolds 

Budget Fallout: The central bank jostles markets

BUSINESS

Budget Fallout: The central bank jostles markets

Challenge of repressing yields intensifies, expands battle in the forex market 

Economic Recovery | Overdo and reality

BUSINESS

Economic Recovery | Overdo and reality

Conflicting signs and incomplete information aggravate demand uncertainties 

Fiscal support: Missing piece in an improving macro picture

BUSINESS

Fiscal support: Missing piece in an improving macro picture

Stimulus indications by the government should materialise in the remaining year 

Growing out of the pandemic

BUSINESS

Growing out of the pandemic

Improving economic and health environment comes with caution

Policies clear environment, impart confidence to push recovery

INDIA

Policies clear environment, impart confidence to push recovery

Certainty on interest rate path by RBI and clarity that the government will not risk more borrowing than committed are immensely helpful

Severe GDP fall and inflation join rising infections to thicken policy fog

BUSINESS

Severe GDP fall and inflation join rising infections to thicken policy fog

Reconciling to a drawn out COVID-19 infection curve is realistic. This will not disperse the policy fog or lessen macro risks of inflation and fiscal overextension. However, it helps recognise the imminence of more income support for poorer populations

How deep could be the Q1 contraction?

BUSINESS

How deep could be the Q1 contraction?

Corporate performance and GST revenue trends suggest GDP decline could be unexpectedly severe

Doubts blur post-unlock recovery amid whiff of inflation

BUSINESS

Doubts blur post-unlock recovery amid whiff of inflation

The levelling off recovery on reopening calls for concerted containment efforts, and policy clarification

COVID-19 or Economy? There’s a need to evaluate and adapt policies simultaneously

INDIA

COVID-19 or Economy? There’s a need to evaluate and adapt policies simultaneously

Inflexibility delays epidemic control, thwarts restarting of economy

COVID-19 | Liquidity package will ease stress, but hangover is too intense

ECONOMY

COVID-19 | Liquidity package will ease stress, but hangover is too intense

Given the weak backdrop and a dire future outlook, the severity of the long duration COVID-19 shock raises serious concerns about lasting damage to output and productivity

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