Dhananjay Sinha
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RBI's Monetary Policy Review: A De Facto Hawkish Tilt Belies Market Expectations
Contrary to the consensus expectations of monetary policy turning benign soon, RBI’s maiden 2024 policy bears ample footprints of sustaining a tighter-for-longer stance.
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Higher Core Elements In Inflation Could Narrow Scope For Monetary Easing
A persistent food price shock warrants monetary policy action to avoid de-anchoring inflation expectations.
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Higher Core Elements In Inflation Could Narrow Scope For Monetary Easing
A persistent food price shock warrants monetary policy action to avoid de-anchoring inflation expectations.
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Budget 2024: Exhilarant Growth Claims Of Budget Mask The Fiscal-Monetary Drags
Overall, as it stands today, the fiscal structure of the interim budget FY25 will be a drag on the aggregate demand for the economy.
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High Food Inflation Has Deeper Roots Than Meets The Eye
High inflation is impacting the spending power of common households and is creating two distinct price trends.
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RBI Monetary Policy Has Contradictions Galore — A Pause Is Not A Pivot
With guidance that the episodic pause does not overrule further rate hikes, the possibility of terminal rate rising to 7% remains.
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India Needs An Urgent Macro Policy Facelift
The tilt towards incentivising capex in manufacturing should be replaced with a framework that encourages investments in services.
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RBI Thinks India Is Decoupled Amid The Global Storm. Is It?
As the post-pandemic bounties recede, India’s GDP growth is expected to slow to 5.0-5.5% in FY23, lower than RBI’s estimate of 7%.
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RBI Thinks India Is Decoupled Amid The Global Storm. Is It?
As the post-pandemic bounties recede, India’s GDP growth is expected to slow to 5.0-5.5% in FY23, lower than RBI’s estimate of 7%.
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Is India Immune To Global Tightening?
Systematix Group's analysis suggests significant upside to the RBI repo rate.
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Is India Immune To Global Tightening?
Systematix Group's analysis suggests significant upside to the RBI repo rate.
