Economy

A Budget amidst macroeconomic uncertainties

The Union Budget 2025-26, in the context of macroeconomic uncertainties, will aim to achieve a “knife-edge equilibrium” between macroeconomic stabilisation
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Navigating India’s economic crossroads: Cyclical challenges and strategic opportunities

India finds itself in the throes of a cyclical economic downturn, with gross domestic product (GDP) growth projected to hover
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Navigating economic uncertainty: A global and Indian perspective

The global economy is grappling with challenges posed by volatile financial markets, rising interest rates, and geopolitical turbulence. These factors
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RBI policy drives arbitrage while strengthening bank margins

As bureaucrat Sanjay Malhotra settles into the Reserve Bank of India’s (RBI) corner office, he will have to not only
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Potential implications of GST rate rationalisation

The proposed increase of the GST rate to 35% on certain “sin goods” has sparked considerable debate. The Group of
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Supply side shocks upend macro policymaking

In financial economics the four most dangerous words are “This Time is Different”. Each time one thinks that the financial
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India’s economic trajectory: Key insights from the RBI bulletin

Festive spending spurs recovery The Reserve Bank of India’s latest bulletin reflects optimism for the Indian economy. Demand rebounded in
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Rupee Internationalisation: A Steep Climb Ahead

India and Myanmar are discussing a full-fledged adoption of a local currency trade settlement mechanism using the Indian Rupee and
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Capital Markets and India’s Path to Lasting Prosperity

Rahul Bhasin, Founder & Managing Partner of Baring Private Equity Partners India, led a discussion on the nuanced relationship between
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RBI Governor Shaktikanta Das warns of future risks to central banking: Climate change and technology

RBI Governor Shaktikanta Das addresses 21st-century central banking challenges, highlighting climate risks, technological integration, and need for adaptation. In a
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