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Why India need not worry about Silicon Valley Bank’s collapse, but must learn from it

Radhika Pandey - 17 March, 2023

Real estate over banks — where the average Indian household is putting its savings

How did Indian economy perform during pandemic & after? Turns out, not as badly as was estimated

How services trade surplus, led by robust exports, is helping balance India’s trade deficit

Different baskets, weights, items measured — Why 2 inflation indices are saying different things

Radhika Pandey - 17 February, 2023

Retail inflation went up from 5.7% in December to 6.5% in January, largely driven by food prices, while India's Wholesale Price Index based inflation fell to 2-year low of 4.73% in January.

Rising wheat & milk prices, high core inflation: Why RBI’s rate hike cycle is unlikely to pause

Radhika Pandey - 10 February, 2023

Markets were expecting pause in rate hike cycle after 25 basis points hike but RBI gave no such assurance. Globally, too, central banks have continued to tighten monetary conditions.

Everything Budget 2023 got right: Boost to capex & private consumption, infra push, green growth

Radhika Pandey - 3 February, 2023

The Union Budget's impetus towards tourism and housing will help generate employment opportunities, plus rationalisation in food and fertiliser subsidy is a welcome development.

How green bonds can take India closer to meeting its climate goals and deepen investor interest

Radhika Pandey - 27 January, 2023

Issuance of green bonds will help India build global credibility, while transparent disclosure norms and specific screening criteria of green projects will diversify participation.

Stronger revenue, lagging capex — why states need to start spending more, and soon

Radhika Pandey - 20 January, 2023

RBI report shows states’ capital expenditure was budgeted to grow by 38.4% in FY 22-23, but actual spending registered a year-on-year growth of only 0.9% in Apr-Oct 2022.

What do the latest GDP estimates for 2022-23 tell us about the health of the Indian economy?

Radhika Pandey - 13 January, 2023

Services sector shows buoyant recovery but manufacturing estimated to decelerate due to weak external demand. Moderation in commodity prices could provide some support to the sector.

Why India’s critical textile sector, employing 4.5 crore people, is facing challenges

Radhika Pandey - 6 January, 2023

While domestic production's turned sluggish, exports have suffered owing to preferential tariff treatment towards countries like Bangladesh & Vietnam and cheap imports from China.

How India’s economy fared in a year of shocks, aftershocks & slowing global growth

Radhika Pandey - 30 December, 2022

While persistent inflation led to failure to achieve inflation target in 2022 for the first time since 2016 and exports slowed down, the banking sector continued to be resilient.

November saw a drop in inflation but some major states missed out. Here’s why

Radhika Pandey - 23 December, 2022

Telangana, Andhra Pradesh, Haryana, Maharashtra, West Bengal, MP & UP had inflation in excess of upper band. For most of the states, rural inflation exceeded urban inflation.

Budget 2023 priorities should include thrust on public capex, rural job creation

Radhika Pandey - 16 December, 2022

Growth next year is expected to slow down due to global headwinds & fading of favourable base effect. Budget must put economy on sustained growth path, consider spending priorities.

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