The Economic Survey – Food for Thought..

The Economic Survey 2019-20, presented in the Parliament today, seeks to give respectability to the process of wealth creation and to the wealth creators. This looks contradictory to the focus of the government on rooting out corrupt business practices over last five years. However, looked closely, the entire narrative of the Economic Survey is interspersed … Continue reading The Economic Survey – Food for Thought..
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Budget – Five Decades of Public Finance..

The pre-budget deliberations are largely focused on how much would be the fiscal slippage for the current year (FY20) and what would be the extent of borrowings projections for FY21. The exercise this year is probably the toughest in recent years, a delicate balancing act trying to demonstrate commitment to fiscal discipline on one hand … Continue reading Budget – Five Decades of Public Finance..
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OXFAM Inequality Report – Sign of Economic Health or An Economic Crisis??

The annual OXFAM report makes for another distressing reading with world’s billionaire, totalling just 2,153, owing more wealth than 460 crore or 60% of humanity on earth! Further, wealth owned by top 1% is twice that of 690 crore or 90% of humanity. What makes it worse is that governments across the world are in … Continue reading OXFAM Inequality Report – Sign of Economic Health or An Economic Crisis??
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Inflation Targeting – Has Monetary Policy Failed to Deliver??

The sharp increase in inflation (CPI) to 7.35% for Dec’19 has put a question mark on whether inflation targeting (IT) based monetary policy really works? While the question may be pertinent, it would actually be ridiculous to blame monetary policy for this spurt. More importantly, it is essential to deliberate on the proper indicator of inflation which monetary policy can influence. Here is a look at the dynamics of inflation and how monetary policy works. Continue reading Inflation Targeting – Has Monetary Policy Failed to Deliver??

Corporate Bond Market – Tracking the Developments

Corporate bond market in India is going through a challenging time as a result of the defaults over last one year or so. While efforts of government and regulators had provided the necessary nudge, these developments have dented the confidence of the newer participants and fence sitters. More worryingly, it has affected the credibility of … Continue reading Corporate Bond Market – Tracking the Developments
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Agriculture Sector – Issues and Challenges

India’s rural economy remains an area of significant concern due to low level of income and high population dependent upon the same. Income of a farmer, which was about 35% of an urban worker in 1980s, has further declined to 30% now. Despite all the efforts and large spending, the sector just does not seem … Continue reading Agriculture Sector – Issues and Challenges
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Industry Analysis – Pharmaceuticals

Indian pharmaceutical industry is among some of the industries going through deep-rooted structural changes. It is, probably next to food industry, in terms of its sensitivity to socio-political structure and has been subjected to greater price control over last few years. Going a step further, the government has now proposed putting a ceiling on margins … Continue reading Industry Analysis – Pharmaceuticals
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