scorecardresearch
Add as a preferred source on Google
Sunday, October 12, 2025
HomeMacroSutra

MacroSutra

Global slowdown could hurt India but don’t worry too much about recession in 2023

IMF’s World Economic Outlook has flagged concerns about a global recession. This should worry US & advanced economies but probability of recession in India seems low.

Rupee’s fall to 80/dollar will impact twin deficits. But here’s why you shouldn’t panic

India’s macroeconomic fundamentals continue to remain strong. Going forward, the recent moderation in the international commodity prices should slow down the slump.

10% in Telangana, 5.4% in Kerala — why some states are feeling inflation heat more than others

Food prices, reopening of economy & resurgent demand are fuelling inflation, but robust public distribution system is likely helping some states like Kerala, Tamil Nadu keep prices down.

RBI’s forex focus is a good start. It must be followed by more fundamental reforms

RBI hopes to boost forex inflows and stem rupee slump. But rupee likely to remain under pressure amid tighter global financial conditions & interest rate hikes by US Fed.

Freebies, bailouts, revival of pension scheme — why many states are at risk of fiscal stress

Power sector reforms, preventing leakages in subsidies payments and avoiding fiscally unwise decisions like reversion to old pension system can help improve their financial health.

Indian economy has a twin deficit problem. To counter it, govt needs to juggle growth & stability

The government will have to do a balancing act, maintaining growth and macroeconomic stability by keeping fiscal and current account deficits within manageable limits.

Weaker rupee, higher inflation — Why US Fed raising rates is more bad news for Indian economy

Aggressive rate hikes will dampen demand & cause economic slowdown. In this uncertain scenario, India should avoid knee jerk policy responses & strengthen its macro-fundamentals.

What the RBI’s sharp interest rate hike portends for the Indian economy

RBI has noted that preserving price stability and anchoring inflationary expectations is the most optimal strategy to ensure durable growth.

The world faces a stagflation risk but India might just escape it

Despite elevated inflation, many indicators suggest growth has remained resilient. The PMI points to sustained recovery in manufacturing sector, and GDP collections are still robust.

Modi govt’s steps to fight inflation will help, but there’s a risk of unintended consequences

The measures have been imposed to insulate the domestic market from higher international prices. But they could reduce incentives for producers to expand production in the long run.

On Camera

China has left Germany behind in in automotive sector

China is weaponising its control of the automotive industry, especially as the industry undergoes a tectonic shift toward electric vehicles.

Niti Aayog recommends fully decriminalising 12 offences under new I-T Act to ‘foster more trust’

Recommendations appear in Niti Aayog’s Tax Policy Working Paper Series–II. It says there is a need to shift away from fear-based enforcement to trust-based governance.

India, UK sign £350 mn deal for Martlet. What are these Lightweight Multirole Missiles

In service with the British military since 2019, it is also known as the Martlet missile. Ukrainians have also deployed these missiles against Russian troops.

CJI, IPS, IAS & Homebound: A wake-up call 75 years in the making

Education, reservations, govt jobs are meant to bring equality and dignity. That we are a long way from that is evident in the shoe thrown at the CJI and the suicide of Haryana IPS officer. The film Homebound has a lesson too.