co-presented by
ASSOCIATE SPONSORS
co-presented by
ASSOCIATE SPONSORS
In a world marked by uncertainty, anchoring expectations and a data-driven policy approach remain key to preserving macroeconomic stability
A calibrated approach while steering policies to bolster domestic growth and preparing to act if external shocks, especially tariffs, begin to weigh more heavily on recovery can be the most prudent way forward. RBI will thus remain data dependent, closely tracking the evolving developments, especially on external front
Despite a downward revision in the inflation numbers, the RBI preferred to take a forward-looking view, expecting inflation to edge back up next year.
With unchanged rates in this meeting, an extended pause is now underway. By the time the data starts showing a slowdown in quarterly GDP growth prints, inflation will likely have normalised to above 4%. This would surely constrain further monetary easing, going ahead
Based on the current inflation outlook, the space for further easing is limited to 25-50 bps over the second half of this fiscal year
Lower CPI inflation is no longer a sufficient criterion for easing; from the RBI Governor’s speech, it appears that Core inflation (which has been largely steady but seeing some uptick) will also become a monitorable going ahead.
And the public private assets paradox
Why did the RBI choose to worry about a higher 1-year ahead inflation when the increase would be mostly statistical?
Generative AI’s impact depends on how effectively organisations empower, train, and build trust with their people—creating a continuous learning cycle where human-AI collaboration drives innovation and growth
When the market is in no mood to yield profits to traders, don’t tempt fate by pushing your luck by trading more aggressively
The dependency-driven vulnerabilities on China could be lessened if Washington would take a comprehensive, competitive industry vision-driven approach to the problem, involving some resource-rich allies
CPI eases to 2.1 per cent, but core inflation at 4.72 per cent keeps the Reserve Bank cautious ahead of its policy call
India is not defending Russia’s war in Ukraine. It is defending its sovereign right to economic stability in the face of volatile global energy politics. It defends the principle that developing economies should not be asked to make sacrifices that wealthier nations themselves are unwilling to make
Tariff rates shouldn’t be viewed as an undifferentiated mass represented by a simple average. Countries typically having varying rates with some sensitive sectors getting more protection. Context matters. When viewed through the right lens, India’s anything but a closed market. It’s open, with its non-tariff barriers such as regulatory standards lower than Japan, South Korea or China.
The judiciary carries out the role of interpreting the law and it should harmonize its interpretation wherever possible with our social and economic development. While addressing procedural anomalies is important, it is crucial to remain mindful of the larger economic import and the primary goal of providing a second chance to failing but viable businesses
Real rates matter more than nominal as they determine purchasing power and investment returns
Of the world’s top 10 exchange groups by market value, LSEG is the only one this year whose shares have fallen
Selective enforcement undermines consumer trust and fails to address the real risks across India’s food supply chain
The JSW-JFE combine is splashing out Rs 10,000 crore in existing and new investments to capture a sizeable share of the domestic electrical steel demand
Unsecured retail has bounced back; gold loans are keeping up pace and MSME lending is the mantra for banks in Q1
New Delhi should leverage the Beijing-headquartered AIIB’s plan to raise the share of private projects in its overall lending portfolio in India
Thermal power generation, however, remains subdued on weak demand
In the case of the US, there are simply too many variables shaping Indo–US ties. Leadership factors, even if occasionally not healthy, are peripheral in shaping the bilateral relations. The dead economy comments against India were made less out of conviction and more out of frustration
Electricity demand and price show sharp daily swings on the heels of an increasing role of renewables in power generation. The introduction of electricity derivatives will help stakeholders smoothen operations but they will need more sophisticated risk management frameworks to make the most of these contracts
India's management capability has declined, hindering economic growth. Key areas like innovation, financial leadership, and people management require urgent reforms. Emphasising tech adoption, employee development, and strategic alignment is crucial
