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Sajjid Chinoy

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Why it is important now to boost growth

After impressive fiscal restraint, it is time to boost potential growth, notes Sajjid Chinoy It’s easy to get lost in the weeds. For an economy burdened under the weight of adverse......

Is the worst over for the Indian economy?

The strong monsoon and record harvest will boost rural demand, already evidenced in strong tractor and two-wheeler sales, says Sajjid Chinoy. Over the last few months, the Indian economy has been......

Dwindling rupee dampens next week's rate cut hope

The sharp fall in rupee since the beginning of May will make things difficult for the central bank which is on the path of easing the monetary policy to revive growth. Since early May, the rupee......

Market sees RBI cutting rates 50 bps by Sep

The government’s seriousness about narrowing its fiscal deficit, coupled with the weak gross domestic product numbers, might prompt the Reserve Bank of India to cut interest rate later this......

'Need boldness from Delhi, not Mumbai'

It's finally good to see bold moves from policymakers.Problem is, it's the wrong set of policymakers.We need bold moves from Delhi -- to ease the supply constraints that are at the root of the......
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Here's why govt cannot relax

NEW DELHI: While economists and analysts have cheered the (WPI) inflation easing to a four-month low of 5.43%, most are cautious on the... ...

http://economictimes.indiatimes.com/news/economy/indicators/wpi-inflation-at-4-month-low-of-5-43-heres-why-government-cannot-relax/articleshow/38369062.cms
Morgan Stanley

Of the top 10 stocks on which the consensus is most bearish, Reliance Industries, Infosys, Bharti Airtel , HDFC and TCS are rated overweight by the... ...

http://www.moneycontrol.com/news/fii-view/overweightinfosys-bharti-hdfc-tcs-morgan-stanley_1127492.html
JPMorgan

The good news is that the momentum of core is lower at 7.2 percent which suggests that non-food, non-fuel pricing pressures are not that great,... ...

http://www.moneycontrol.com/news/economy/lower-core-data-goodmonsoon-stillworry-jpmorgan_1127045.html
Sajjid Z Chinoy, JPMorgan

In an interview with ET Now, , Asia Economics, JPMorgan, shares his macroeconomic outlook. Excerpts: ET Now: Experts seem to suggest that it will... ...

http://economictimes.indiatimes.com/opinion/interviews/food-inflation-has-averaged-at-10-3-over-the-past-decade-sajjid-z-chinoy-jpmorgan/articleshow/38374456.cms
A welcome and needed continuation of policy orthodoxy

It would have been easy to get carried away. For the first time in 28 years, India grew below 5% for two successive years. And with prospects of a... ...

http://www.livemint.com/Opinion/n4rkTvodNMGYLUxe048xHK/A-welcome-and-needed-continuation-of-policy-orthodoxy.html

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