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Political determinants of the Indian market rally,
Amitabh Dubey,
6 Feb 2012
State election prospects and improved policy coordination are early positive signs | Politics/governance |
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On the road in Delhi: Why India will inevitably allow FDI in multi-brand retail,
11 Jan 2012
| Consumer |
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How official data mislead Indian policymakers,
12 Dec 2011
| Politics/governance |
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What India’s suspension of FDI in multi-brand retail means,
9 Dec 2011
| Politics/governance |
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The cost of breaking the economy's speed limit,
Shumita Sharma Deveshwar,
Amitabh Dubey,
5 Dec 2011
Stagflation symptoms are a red flag for the Indian market | Macro policy |
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Why Indian politics will exacerbate market volatility,
Amitabh Dubey,
26 Oct 2011
A leadership transition may be forced upon the Congress Party | Politics/governance |
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A weak rupee is here to stay,
Shumita Sharma Deveshwar,
13 Oct 2011
Slowing domestic economic momentum will exacerbate the impact of global risk aversion | Macro policy |
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Potholes in India’s road infrastructure story,
28 Sep 2011
| Infrastructure |
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India’s reform prospects have not completely dimmed,
Amitabh Dubey,
21 Sep 2011
But the political window for action is closing | Politics/governance |
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Agricultural sector mechanization on the upswing,
Shumita Sharma Deveshwar,
14 Sep 2011
Farm equipment manufacturers win in an environment of high food inflation and labour shortages | Agriculture/food |
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Monsoon revival augurs little positive for Indian inflation,
19 Aug 2011
| Macro policy |
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Why India’s central bank governor has suddenly become a hawk,
28 Jul 2011
| Macro policy |
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Rural wage increases will sustain structural inflation,
Shumita Sharma Deveshwar,
26 Jul 2011
Strong consumer demand will continue to outpace a sluggish supply response | Macro policy |
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Ambitious reform agenda at risk,
Amitabh Dubey,
15 Jul 2011
Confrontational opposition parties may slow progress | Politics/governance |
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The margin squeeze has only just begun,
Shumita Sharma Deveshwar,
16 Jun 2011
Winners and losers in a changing demand environment | Macro policy |
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India to privatize at a snail's pace,
6 Jun 2011
| Politics/governance |
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On the road in West Bengal: The local economy may be about to turn the corner,
26 May 2011
| Politics/governance |
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Inflation's impact on the election and reforms,
3 May 2011
| Macro policy |
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Goods and services tax reform is finally on the way,
Shumita Sharma Deveshwar,
14 Apr 2011
The potential impact of this major development is not yet reflected in the market | Macro policy |
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The current account deficit faces structural widening,
Shumita Sharma Deveshwar,
31 Mar 2011
Rising dependence on short-term flows poses financing risks but raises the likelihood of reform | Macro policy |
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India’s imminent deregulation of urea prices is a positive sign for investors,
28 Mar 2011
| Politics/governance |
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India’s ruling coalition is not about to fall,
8 Mar 2011
| Politics/governance |
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Food inflation to spur agriculture supply-chain investment,
Shumita Sharma Deveshwar,
7 Mar 2011
Private firms find opportunities to bridge the infrastructure gap | Agriculture/food |
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Economic policy outlook more positive amid macro headwinds,
Amitabh Dubey,
Shumita Sharma Deveshwar,
2 Mar 2011
The need for fiscal consolidation is likely to force meaningful reform | Macro policy |
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India’s new environmental activism is a good thing,
Amitabh Dubey,
23 Feb 2011
But it does raise risks and costs for large industrial projects | Politics/governance |
