Articles by Samiran Chakraborty
Fiscal consolidation, with a reform vision
Budget 2024 balances the need to spur economic growth with the need to signal commitment to fiscal prudence
Published on Jul 25, 2024 09:05 PM IST
Adding arrows to new regime’s policy quiver
An economy which is performing several steps ahead of its peers, does not need an overhauling of the policy framework.
Published on Jun 10, 2024 01:28 AM IST
Monetary policy has an inflation dilemma
Faced with low core inflation and high food inflation, RBI will likely tilt towards a longer disinflationary stance, to achieve the 4% CPI rate
Published on Feb 26, 2024 12:10 PM IST
Building the backdrop for lower interest rates
Focus on fiscal consolidation, moderate capex push and eschewed pre-election populism define the interim budget
Published on Feb 05, 2024 08:00 AM IST
Is there more room for competitive populism?
Higher than expected tax revenues provide a cushion for the government. However, concerns remain about the medium-term fiscal deficit
Published on Nov 15, 2023 10:51 PM IST
Inflation fears throw up policy dilemmas
Several interventions are being tried to cool prices but different measures might have conflicting impacts. Instead, a nimble, vigilant balance is preferable
Published on Aug 29, 2023 12:26 AM IST
Modest MSP hike is a tightrope act by govt
MSPs for kharif season are the highest in the last five years, but lower than prior pre-general election years, underlining the Centre’s careful balancing act
Published on Jun 13, 2023 09:36 PM IST
₹2,000 note move may have marginal impact
The decision to withdraw the banknotes will impact liquidity, bank deposits and policy rates. All eyes will be on the share of notes exchanged versus deposited
Updated on May 24, 2023 07:12 PM IST
Budget: Focus on the quality of expenditure
India judiciously refrained from a large demand-side fiscal stimulus even during the pandemic by focusing on more public capex to build the supply side. It is important to continue with that theme in the FY24 budget
Updated on Jan 30, 2023 08:04 PM IST
In the inflation fight, a liquidity conundrum
Without any liquidity provision by RBI, bank deposit rates could go up; funding the State’s fiscal deficit could be more challenging, and credit growth may falter
Updated on Oct 19, 2022 08:03 PM IST
Farmer terms of trade: A nimble balancing act
The Centre will have to balance between curbing inflation and food prices, and ensuring cultivators’ welfare and backing rural demand growth
Published on Jun 01, 2022 06:49 PM IST
What to expect from this year’s Union Budget
The finance minister is likely to focus on the economy beyond the pandemic. Energising medium-term growth drivers will be key and the government should target high capex growth to sustain the infrastructure development momentum
Updated on Jan 28, 2022 08:53 PM IST