The Economic Survey seems convinced that 2019-2020 saw the bottom of the economic cycle, points out Abheek Barua, chief economist, HDFC Bank.
The NDA government was initially reticent about fleshing out its economic strategy for the future. But now that it has taken enough bold initiatives on the economic front it must have the confidence to tell us more about its approach going forward, says Abheek Barua.
Political risk culminating from elections in the US and Latin America, and evolving right-wing populism in Europe could lead to substantial volatility, say Abheek Barua & Tushar Arora.
China is keen to rebalance its economy towards higher consumption, services, technology use and value-added exports. The hope is that its currency will strengthen as the world embraces it as a global trade and reserve currency, say Abheek Barua & Bidisha Ganguly.
The trinity of rising stocks, rising yields and rising dollar since Donald Trump's election has already faced a setback.
Economist Abheek Barua's insight into the global and domestic economy at the turn of the financial year.
Abheek Barua & Bidisha Ganguly explain why the US treasury should intervene if the overvalued greenback continues to rise.
A combination of reduced cash intensity, a focused strategy of tax administration and GST is the way to go, say Sakshi Gupta, Tanvi Garg and Abheek Barua.
OPEC's move to cut output has pushed up oil prices. From here it could go either way: oil could reach $100/barrel or an analysis of demand and supply might follow, say Abheek Barua & Bidisha Ganguly.
Private consumption is looking up and will get better as the full effect of the good monsoon is felt on rural income, and the effect of the payout from the Seventh Pay Commission is felt on urban income, say Anis Chakravarty & Rishi Shah.
Reducing policy rates is not enough. The key is to ensure banks lend to credit-constrained borrowers.
To cut interest rates, the central bank head has to open up a debate on inflation target revision.
The next round of bad news could come from Europe, where banks in a number of economies such as Italy, Portugal and Greece are sitting on mountains of bad loans.
A comprehensive solution involves a complete overhaul of our education and training model.
The unemployment situation is becoming increasingly acute.
The fuzziness of Trump's economic blueprint remains the biggest risk.
If banks have a surplus, they have the option of parking the money with the RBI.
The dollar has fallen not just against commodity-linked assets but against other asset prices.
The economy hasn't gathered even half the traction that some of us assumed it would just a year back.
Asian emerging market stock prices did see a bounce post Fed-talk.
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