BUSINESS
Growing out of the pandemic
Improving economic and health environment comes with caution
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
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
BUSINESS
How deep could be the Q1 contraction?
Corporate performance and GST revenue trends suggest GDP decline could be unexpectedly severe
BUSINESS
Doubts blur post-unlock recovery amid whiff of inflation
The levelling off recovery on reopening calls for concerted containment efforts, and policy clarification
INDIA
COVID-19 or Economy? There’s a need to evaluate and adapt policies simultaneously
Inflexibility delays epidemic control, thwarts restarting of economy
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
