India: Macro policy

* India In charts: No easy fix for the economy as polls approach, Shumita Sharma Deveshwar, 30 Nov 2017
* India: State banks still stand on shaky ground, Shumita Sharma Deveshwar, 9 Nov 2017
Bank recapitalization is a crucial first, albeit incomplete step towards reviving the flawed banking sector
* India: Fiscal policy puts Modi at odds with RBI, Shumita Sharma Deveshwar, 12 Oct 2017
Slow economic growth ahead of a busy election season is raising the risk of fiscal slippage, which, in turn, is making the increasingly conservative RBI wary
* India In Charts: A disappointingly slow recovery ahead, Shumita Sharma Deveshwar, 21 Sep 2017
* India: RBI firm on inflation, despite growth risk, Shumita Sharma Deveshwar, 14 Sep 2017
The Finance Ministry’s deflation argument is losing steam, putting the onus back on the government to revive growth
* India: Modi risks losing control of jobs narrative, Amitabh Dubey, 8 Sep 2017
* India: Growth risks shift to the downside, Shumita Sharma Deveshwar, 24 Aug 2017
The sustainability of consumer-led growth is in doubt as investment demand shows little signs of revival
* India: Stake sales to test Modi’s political will, Shumita Sharma Deveshwar, 10 Aug 2017
The privatization programme’s revival is an encouraging sign that the government is willing to use political capital to pursue tough reforms.
* India: Smooth GST rollout masks important risks, Shumita Sharma Deveshwar, 27 Jul 2017
The historic tax reform gets off to a good start without any major disruptions to business, but uncertainty over rules and impact of new tax persists
* India: Politics hampers RBI’s battle for credibility, Shumita Sharma Deveshwar, 13 Jul 2017
The Reserve Bank of India’s nascent inflation targeting approach has come under fire amid surprisingly soft inflation figures