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Slippery slope for fiscal consolidation,
Shumita Sharma Deveshwar,
31 Jan 2011
The absence of structural budget reform will aggravate the high inflation environment | Macro policy |
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The economic impact of India’s latest corruption scandals,
Amitabh Dubey,
25 Jan 2011
A political conflagration erodes government authority and effectiveness | Politics/governance |
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Infrastructure development constrained by skills shortage,
Shumita Sharma Deveshwar,
13 Jan 2011
Specialist private-sector education companies provide the only real solution | Infrastructure |
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The RBI is facing up to structural inflation,
Shumita Sharma Deveshwar,
13 Dec 2010
The weak disinflationary effect of the good monsoon and harvest sets the stage for more rate hikes | Macro policy |
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How will India fund another quantum leap in investment?,
Martinde Bonte,
8 Dec 2010
Reliance on short-term foreign capital inflows will increase unless India gets serious about reforms | Macro policy |
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The agricultural impact of India’s falling water table,
Amitabh Dubey,
1 Dec 2010
Regional policy variations will drive investment opportunities | Agriculture/food |
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The lessons of India’s latest corruption scandals,
Amitabh Dubey,
23 Nov 2010
Buyer, beware … crony capitalism is slowly becoming riskier | Politics/governance |
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Why India shuns currency wars,
Shumita Sharma Deveshwar,
11 Nov 2010
The Reserve Bank of India’s benign neglect of rupee appreciation challenges conventional wisdom | Macro policy |
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Japan’s strategic advantage in the Indian market,
Amitabh Dubey,
9 Nov 2010
A strengthening political alliance creates investment opportunities for Japanese firms and their Indian partners | Infrastructure |
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The virtuous circle of better rural roads,
Shumita Sharma Deveshwar,
28 Oct 2010
Improved access to rural markets is underpinning sustainable consumer demand growth, which is being tapped by early movers in autos, FMCG and pharma | Infrastructure |
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India’s proposed new mining tax is not a done deal,
22 Oct 2010
| Politics/governance |
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How to hedge infrastructure project execution problems,
Amitabh Dubey,
Shumita Sharma Deveshwar,
5 Oct 2010
The Commonwealth Games fiasco reflects wide-ranging but manageable risks | Infrastructure |
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Why real estate developers’ share prices lag behind asset valuations,
Shumita Sharma Deveshwar,
22 Sep 2010
Despite strong recovery in the physical market, perceived low corporate governance standards are depressing stock prices | Infrastructure |
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India’s Vedanta mine cancellation: Positive subtext,
2 Sep 2010
| Politics/governance |
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Why the ports sector is India’s infrastructure laggard,
Shumita Sharma Deveshwar,
12 Aug 2010
Problems with seaport development reflect broader infrastructure policy flaws | Infrastructure |
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The monsoon cannot cure inflation,
Shumita Sharma Deveshwar,
30 Jun 2010
The Reserve Bank’s official tolerance limit of 5 per cent inflation is losing credibility. | Macro policy |
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The Positive Lessons of India’s Fuel Price Liberalization,
30 Jun 2010
| Macro policy |
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Reforming India’s land market to accelerate industrial and infrastructure development,
Amitabh Dubey,
24 Jun 2010
Perverse incentives created by land market distortions will start to be corrected from mid-2011 | Politics/governance |
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The rural telecoms push,
Amitabh Dubey,
16 Jun 2010
Value-added mobile services are transforming Indian agriculture | Agriculture/food |
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Historic tax reform hanging in the balance,
Shumita Sharma Deveshwar,
9 Jun 2010
The planned overhaul of indirect taxation would be good for growth and public finances but would cramp local politicians’ style | Macro policy |
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Interpreting the impending fuel price liberalization,
17 May 2010
| Macro policy |
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Brakes ahead on rupee appreciation,
Shumita Sharma Deveshwar,
18 Apr 2010
Upward pace will slow as monetary tightening deters capital inflows into the equity market | Macro policy |
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Interpreting the new macroeconomic policy tightening,
Shumita Sharma Deveshwar,
Amitabh Dubey,
26 Mar 2010
Fiscal and monetary policy initiatives reveal an enhanced version of the familiar gradualism, which applies to reforms across the board | Macro policy |
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India is finally turning hawkish on inflation,
22 Mar 2010
| Macro policy |
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The risk from Pakistan,
Amitabh Dubey,
8 Mar 2010
The Indian government will be restrained in its response to terror attacks so as to protect economic growth | Regional security |
