September 27, 2019
Aim for a lower cost of capital to gain from global trade shifts
The case for a GST cut is stronger than an income tax cut, although we need comprehensive tax reforms in the years ahead.
November 01, 2018
How India should play the trade war
Indian policy makers' response to the US China trade war needs to encompass trade, investment, tax, regulatory, exchange rate policies
October 24, 2018
The investment cycle has finally begun to turn
There are reasons to believe that a cyclical recovery is underway but the larger structural decline in the investment rate has not yet been addressed
May 21, 2018
The Rupee and the triple whammy
A week, it is said, is a long time in politics. So it is for the economy.
February 25, 2018
Investor Summits: Supply Side Item Songs
The choreographed carnival of supply side economics has all the optics of a T20 match—the festoons, the hoopla, the cheerleaders, the big hits and neon-lit scorecards.
June 12, 2017
Lessons From The East: Why Structural Reform Matters
Need for China to find a balance between providing transitory protections to nonviable firms and liberalising sectors in which the country has a comparative advantage.
November 21, 2016
Demonetisation and Political Realignment in India
Partial demonetisation has ensured a substantial shift in the political discourse to economic issues.