Growing asymmetries in short-term money market rates are threatening the effectiveness of monetary transmission. And this isn’t the view of a skeptic—it’s the Reserve Bank of India (RBI) that has flagged this concerning trend.Despite the RBI’s efforts to inject liquidity into the system and ...
Operating in a business-friendly environment, India's private sector is posting record profits. Yet, it remains hesitant to invest in expanding its capacity. This presents a paradox and raises fundamental questions about the structural and cyclical factors influencing corporate investment decis...
Even if one does not pay much attention to the oft-repeated quote, “April is the cruelest month,” April 2 marks the deadline set by U.S. President Donald Trump to impose reciprocal tariffs. On April 1, stock markets reflected investor anxiety, with the BSE closing 1.8% lower amid unc...
The new Income Tax Bill aims to streamline taxation by using simpler language and reducing the number of sections. Replacing the complex 1961 Act is a welcome move.However, some provisions raise serious concerns about privacy and excessive state authority. One of the most contentious aspects is the ...
India’s retail inflation stood at 4.31 percent in January, marking a five-month low and a crucial moment in economic policy.This moderation strikes a rare balance between price stability and economic stimulus, creating room for potential rate cuts and further policy interventions.A key factor in t...
India has imposed restrictions on Chinese investments, a move driven not only by economic considerations but also by national security concerns and geopolitical realities.Any potential shift in this stance will not be immediate—and for good reason. The 2020 Galwan Valley clashes intensified scruti...
The Bolivian economy is in crisis. Once celebrated as an economic success story in South America, it has faltered due to a combination of poor governance and over-reliance on natural resources.Millions of lives have been disrupted, exposing deep flaws in both the country’s economic and political s...
Bitcoin has surpassed the $100,000 mark, marking a significant milestone in the history of cryptocurrencies. This achievement highlights its growing acceptance as a legitimate asset class.Once dismissed as an experiment by a small group of technologists, Bitcoin has evolved significantly, now captur...
The Indian banking system appears to be in robust health. According to a Reserve Bank of India (RBI) report, bad loans have fallen to a 12-year low of 2.6% in September 2024.This improvement in asset quality is evident across all sectors, with banks also reporting a healthy increase in profitability...
A potential shift is emerging in U.S. trade and foreign policy following President-elect Donald Trump’s repeated threats to impose sweeping tariffs on Mexico, Canada, and China. These tariffs are presented as solutions to issues like immigration, drug trafficking, and economic imbalances.However, ...
